When this happens...
ScheduleOnceScheduled Booking
Then do this...
Zoho CRMCreate/Update Contact

When someone books an appointment with you, what's your next course of action? Most likely to manually create a contact in your CRM with their data. When you integrate ScheduleOnce with Zoho CRM, the data provided by your customers during the booking process can create a new Zoho CRM contact, freeing up your time from ever needing to do that manually again.

Note: This integration will only work if the customer's first and last name are provided in the ScheduleOnce booking form.

How It Works

  1. You have a new booking in ScheduleOnce
  2. Zapier creates a new Zoho CRM contact based on the customer’s data provided during the booking process

What You Need

  • ScheduleOnce account
  • Zoho CRM account
Zoho CRM is a Premium integration on Zapier.

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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 Contact

Adds a new contact.

Rescheduled Booking

Triggers when a booking is rescheduled.

Create/Update Lead

Adds a new lead. Can be used to update an existing one too.

Scheduled Booking

Triggers when a new booking is scheduled.

Create Lead

Adds a new lead.

Canceled Booking

Triggers when a booking is canceled.

Create/Update Contact

Adds a new contact. Can be used to update an existing one too.

Booking Lifecycle Event

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

Create/Update Module Entry

Creates a new entry or updates an existing entry for a specific module. Custom Modules are supported for those on Zoho's "Enterprise" plan or higher.

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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.

Zoho makes it easy to get the complete picture of your sales cycle and stay on top of your business opportunities. Never lose another lead again.

See Zoho CRM Integrations