- Appointment Automation
- Appointment Booking
- Sync bookings & records
Manage appointment bookings and customer records
Automate the creation, tracking, and synchronization of appointment bookings and customer records across your tools to maintain consistent data and streamline follow-up. By automatically capturing new booking details and updating customer profiles in your CRM, accounting, or marketing platforms, you eliminate manual entry errors and ensure everyone on your team has up-to-date information. This automation frees up time, reduces oversights, and provides a seamless experience from scheduling to service delivery.
Filter by common apps:
Calendly
Dropmatix
SimplyBook.me
SMS by Zapier
Notion
Zoho Bookings
Formatter by Zapier
Microsoft Excel
OnceHub
Filter by Zapier
monday.com
ActiveCampaign
Webhooks by Zapier
HubSpot
Airtable
Acuity Scheduling
Knack
Trafft
Ontraport
Google Sheets
Slack
- Create customer record in Dropmatix when new invitee schedules in Calendly
- Notify clients via SMS, and log booking details in Notion
Notify clients via SMS, and log booking details in Notion
- Transfer appointment data from Zoho Bookings to Microsoft Excel
Transfer appointment data from Zoho Bookings to Microsoft Excel
- Create new consultation record in monday.com, and update contact in ActiveCampaign from OnceHub booking
Create new consultation record in monday.com, and update contact in ActiveCampaign from OnceHub booking
- Catch incoming data, filter conditions, get owner by email, and update deal in HubSpot
Catch incoming data, filter conditions, get owner by email, and update deal in HubSpot
- Capture and update interview records in Airtable from new OnceHub bookings
Capture and update interview records in Airtable from new OnceHub bookings
- Update deals and database records in ActiveCampaign and Knack when Acuity appointments are rescheduled
Update deals and database records in ActiveCampaign and Knack when Acuity appointments are rescheduled
- Update appointment records in Airtable when booking status changes in Trafft
Update appointment records in Airtable when booking status changes in Trafft
- Record new appointments in Ontraport, log details in Google Sheets, and notify team in Slack
Record new appointments in Ontraport, log details in Google Sheets, and notify team in Slack