Bookly + OnePageCRM

Create new OnePageCRM contacts from new Bookly appointments

Streamline your client management process with this Bookly to OnePageCRM automation. Whenever a new appointment is set up in Bookly, this workflow creates a contact in OnePageCRM instantly. This means no more manual data entry, saving you valuable time and enhancing your customer relationship management efficiency.

Streamline your client management process with this Bookly to OnePageCRM automation. Whenever a new appointment is set up in Bookly, this workflow creates a contact in OnePageCRM instantly. This means no more manual data entry, saving you valuable time and enhancing your customer relationship management efficiency.

  1. When this happens...
    BooklyBookly
    New Appointment

    Triggers when a new appointment is created.

    TriggerPolling
  2. automatically do this!
    OnePageCRMOnePageCRM
    Create Contact

    Creates a new contact in OnePageCRM.

    ActionWrite
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Supported triggers and actions

bookly logo
bookly logo

About Bookly

Bookly is a free scheduling plugin for WordPress that allows accepting online bookings on your website. Join more than 40,000 businesses all around the world that have already automated their online booking system!

Related categories

  • Scheduling & Booking
onepage-crm logo
onepage-crm logo

About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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