ScheduleOnce Integration with Revamp CRM
Whenever a customer schedules a meeting, then Revamp CRM is updated. Keep your team informed, collaborate better and run workflows.
ScheduleOnce Integration Details
Save time from your busy schedule. Revamp CRM will update your information whenever someone schedules a meeting. That way, you can spend more time preparing for the meeting and less time on the tedious stuff.
How ScheduleOnce Integration works, when a new invitation is created
You can configure Zapier to:
- Create a Contact in Revamp CRM with a tag ‘ScheduleOnce’
- You can optionally create a dynamic segment for all contacts with ‘ScheduleOnce’ tag
- Furthermore, you can run an automation on this segment. That automation can create a follow-up task, or run a drip email campaign for new invitees.
- Create a Deal, based on your business model. As a result, you can treat each booking as a deal.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow up.
- Create a Note under the corresponding invitee for further record keeping.
How ScheduleOnce Integration works, when an invitation is canceled
You can configure Zapier to:
- Create a Task and assign to the team member of your choice. Therefore, so you can do your further follow up.
- Create a Note under the corresponding invitee for further record keeping.
What You Need
- ScheduleOnce premium account
- Revamp CRM account
About ScheduleOnce
- ScheduleOnce is an appointment scheduling software that enables users to customize an online booking system that fits their business processes. It can be used by a wide range of industries such as technology, financial services, consulting, health and wellness, education, talent acquisition, and more.
About Revamp CRM
- Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.