ScheduleOnce
When this happens...
ScheduleOnceScheduled Booking
Then do this...
Redtail CRMCreate New Contact

Now that you have that appointment, it's time to prepare—no time to waste entering contacts manually. Set up this Zapier automation, and with each new booking you receive on ScheduleOnce, we'll automatically create a new contact on Redtail CRM.

How this Redtail CRM-ScheduleOnce integration works

  1. A new booking is received on ScheduleOnce
  2. Zapier adds a new contact to Redtail CRM

Apps involved

  • ScheduleOnce
  • Redtail CRM

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect ScheduleOnce + Redtail CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Completed Booking

Triggers when a booking is completed. Specifically, when the time window of the booking has passed.

Create New Activity

Creates a new activity.

Rescheduled Booking

Triggers when a booking is rescheduled.

Create New Contact

Creates a new contact.

Scheduled Booking

Triggers when a new booking is scheduled.

Create New Opportunity

Creates a new opportunity.

Canceled Booking

Triggers when a booking is canceled.

Booking Lifecycle Event

Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ others.

Become a Zapier Integration Partner

ScheduleOnce is an end-to-end solution for scheduling with prospects and customers through all phases of the customer lifecycle.

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

See Redtail CRM Integrations