Streamline your lead acquisition pipeline and automate it by linking ScheduleOnce’s booking entry information with Zoho CRM. After setting the ScheduleOnce-Zoho CRM integration, all new booking entries will be converted to actual leads in your CRM.
Note: The ‘Company’ field in Zoho CRM is mandatory for leads. If this field is blank or doesn’t match an already existing company in Zoho CRM, a new account is created.
How It Works
- You have a new booking in ScheduleOnce
- Zapier creates a lead in Zoho CRM
What You Need
- ScheduleOnce account with a live event
- Zoho CRM account
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Triggers when a booking is completed. Specifically, when the time window of the booking has passed.
Creates a new lead.
Triggers when a booking is rescheduled.
Creates a new contact.
Triggers when a new booking is scheduled.
Updates a contact.
Triggers when a booking is canceled.
Creates a new entry within a specific module. Custom modules are only supported for those on Zoho's "Enterprise" plan.
Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.
Updates a lead.