ScheduleOnce

Create a Close task whenever a prospect schedules a meeting via ScheduleOnce

Create new task when prospect books a meeting via ScheduleOnce

Create a new task in Close with the meeting information, date, and time when a prospect schedules a meeting with you. If your prospect doesn't exist in Close as a Lead, it will be created as well.

You will be able to easily manage all of your meetings directly within Close and see all of the activity history associated with that prospect in one click.

This tutorial will show you how to connect ScheduleOnce with Close.

What you’ll need

  • A Close account and your API key
  • A Zapier account that allows multi-step zaps
  • A ScheduleOnce account

How this integration works

In these instances, we will first try to find an existing lead based on the prospect's email and if none exists, we will create one. Then, we will find the user that the meeting task will be assigned to and create a new Close task.

Setup

Create new task when prospect books a meeting via ScheduleOnce

Start by using the template we provided by clicking on the "Use this Zap" button. By using the template the only thing you'll need to do is authorize ScheduleOnce and Close on each step and you should be good to go - without setting up steps and variables yourself.

Step 1 - Scheduled Booking in ScheduleOnce

In the first section just click Continue and then authorize ScheduleOnce under the "Choose Account" section.

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ScheduleOnce - Step 1 - Scheduled Booking in ScheduleOnce

For that - you'll need to get the API key provided by ScheduleOnce at API key for Zapier integration page, and your login email.

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ScheduleOnce - authorization pop-up in Zapier

Click Continue, and again Test & Continue.

Step 2 - Find User in Close

For the second step, click Continue on the first section again and then authorize Close by using the API key provided in the Settings > API Keys section.

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ScheduleOnce - Step 2 - Find User in Close

Click Continue on the next section and again Test & Continue.

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Your full name in Close and ScheduleOnce must be exactly the same

This step will try to find the user in Close based on their full name, so it's important that your full name in ScheduleOnce exactly matches your name in Close!

Step 3 - Find or Create Lead in Close

For third step click Continue on the first section, then authorize Close in Choose Account section, click Continue and again Test & Continue.

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ScheduleOnce - Step 3 - Find or Create Lead in Close

This step is pre-filled with the following variables that will be inserted into Close (if they are provided):

  • company name (if none is provided, prospect's name will be used)
  • company name extracted from prospect's email address
  • email
  • phone number
  • state & country

You can modify (remove/add) these if you'd like to, but you can leave them as-is as well.

Step 4 - Create Task in Close

For our last step click Continue on the first section, then authorize Close in Choose Account section.

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ScheduleOnce - Step 4 - Create Task in Close

Click Continue and Test & Continue. Turn the Zap on, and you're good to go!


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