Stop creating or updating leads by hand. Set up this workflow to save that time: it will automatically create or update a SharpSpring lead whenever a booking is made via ScheduleOnce.
How this ScheduleOnce-SharpSpring integration works
- A new ScheduleOnce booking is scheduled
- Zapier creates a lead in SharpSpring
Apps involved
- ScheduleOnce
- SharpSpring
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Create or update SharpSpring leads from new ScheduleOnce bookings
Stop creating or updating leads by hand. Set up this workflow to save that time: it will automatically create or update a SharpSpring lead whenever a booking is made via ScheduleOnce.
How this ScheduleOnce-SharpSpring integration works
- A new ScheduleOnce booking is scheduled
- Zapier creates a lead in SharpSpring
Apps involved
- ScheduleOnce
- SharpSpring
Update SharpSpring leads when new ScheduleOnce bookings are completed
Save time and overhead by automatically updating the status of your leads upon completion of a meeting. This workflow will update your SharpSpring lead whenever a ScheduleOnce booking is completed, letting you track them easily.
How this ScheduleOnce-SharpSpring integration works
- A new ScheduleOnce booking is completed
- Zapier updates a lead in SharpSpring
Apps involved
- ScheduleOnce
- SharpSpring
It's easy to connect ScheduleOnce + SharpSpring and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a booking is completed. Specifically, when the time window of the booking has passed.
Create an Account in SharpSpring.
Triggers when a booking is rescheduled.
Create a Lead in SharpSpring or update by email address.
Triggers when a new booking is scheduled.
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Triggers when a booking is canceled.
Create a new Campaign in SharpSpring.
Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.
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