When Booking is scheduled in ScheduleOnce > Check any condition > Create contact in Act! 365
ScheduleOnce + Act! 365 Integration
Act! 365 + ScheduleOnce Integration
Integrate Act! 365 to ScheduleOnce in one click, or tell Integrately AI how you want each booking handled. Schedule appointments, create contacts, track deal stages, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
New contact is created in Act! 365
Booking is scheduled in ScheduleOnce Instant- Booking status is updated in ScheduleOnce Instant
- Booking is completed in ScheduleOnce Instant
- Booking is canceled in ScheduleOnce Instant
- Booking is changed to No-Show in ScheduleOnce Instant
- Booking is canceled and replaced by a rescheduled booking in ScheduleOnce Instant
- Booking is rescheduled in ScheduleOnce Instant
2.
- Create contact in Act! 365
Trusted by experts at...
Ready Workflows for Act! 365 + ScheduleOnce Integration
Capture bookings, create contacts, handle updates, route details, and trigger follow-ups, all in just one click.
Most popular automation
Create Act! 365 contact for new ScheduleOnce booking
ScheduleOnce + Act! 365 Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Act! 365 + ScheduleOnce flow
Sync appointment data with calendars, messaging apps, and email marketing tools to keep your team aligned. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
Mailchimp (3)
Mailchimp (3) +
Slack (3)
Slack (3) +
Zoom (3)
Zoom (3) +
Google Sheets (3)
Google Sheets (3) +
Stripe (3)
Stripe (3) S
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Create a Google Calendar event when a booking is scheduled in ScheduleOnce, and create a contact in Act! 365
Every ScheduleOnce booking creates a corresponding Google Calendar event and an Act! 365 contact instantly. No manual calendar copying or missed CRM records.
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When a booking is rescheduled in ScheduleOnce, update the Google Calendar event and create a contact in Act! 365
Rescheduled appointments update your Google Calendar automatically while ensuring Act! 365 has the correct contact details.
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When a booking is canceled in ScheduleOnce, remove the Google Calendar event and create an Act! 365 contact record
Canceled ScheduleOnce bookings instantly clear your Google Calendar while keeping a record of the contact in Act! 365.
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Use ChatGPT to summarise ScheduleOnce booking notes, update Google Calendar, and create an Act! 365 contact
ChatGPT summarizes meeting notes from ScheduleOnce before adding the details to Google Calendar and Act! 365.
Supported triggers and actions for Act! 365 and ScheduleOnce
Mix and match to build the exact automation you need
Act! 365 Triggers & Actions
ScheduleOnce Triggers & Actions
Instant
Booking is scheduled in ScheduleOnce
Triggers the automation when a booking is successfully scheduled
Try it → Instant
Booking status is updated in ScheduleOnce
Triggers the automation when the booking status is changed
Try it → Instant
Booking is completed in ScheduleOnce
Triggers the automation when a booking is successfully completed
Try it → Instant
Booking is canceled in ScheduleOnce
Triggers the automation when a booking is canceled
Try it → Instant
Booking is changed to No-Show in ScheduleOnce
Triggers the automation when a booking is changed to a no-show status
Try it → Instant
Booking is canceled and replaced by a rescheduled booking in ScheduleOnce
Triggers the automation when a booking is canceled and rescheduled
Try it → Instant
Booking is rescheduled in ScheduleOnce
Triggers the automation when booking is rescheduled
Try it → What can you automate with Act! 365 + ScheduleOnce?
Eliminate manual handoffs between your scheduling tools and CRM to keep every customer interaction accurately tracked.
📅
Create CRM contacts from bookings
Turn every ScheduleOnce booking into a new contact in Act! 365 automatically. Ensure your sales pipeline captures every meeting without manual data entry.
📝
Capture all submitted booking fields
Map custom intake questions and responses from ScheduleOnce straight into corresponding fields within Act! 365.
🔔
Alert team members instantly
Notify your sales channel or support team whenever a new booking is confirmed, rescheduled, or canceled.
🔀
Route bookings based on form answers
Execute different follow-up actions in Act! 365 depending on the specific service or tier selected during scheduling.
🔄
Keep contact records updated on changes
Automatically update contact details in Act! 365 whenever a client reschedules their meeting in ScheduleOnce.
🔍
Prevent duplicate contact creation
Search existing Act! 365 records before creating a new contact, updating existing profiles when repeat bookings occur.
✅
Handle meeting status updates
Trigger specific CRM updates when a booking is completed, marked no-show, or canceled in ScheduleOnce.
🔗
Extend flows to external tools
Connect your Act! 365 and ScheduleOnce workflow to Google Calendar to manage meeting schedules in one place.
And much more...
Who is Act! 365 + ScheduleOnce integration for?
Connecting Act! 365 and ScheduleOnce helps sales teams, project managers, and business owners eliminate manual data entry and streamline appointment scheduling.
Sales managers
Sales representatives
Account managers
Customer success teams
Appointment setters
Operations directors
📈
Sales managers
You're tracking deal pipelines in Act! 365 while bookings roll in through ScheduleOnce, but manual exports leave your reports hours out of date — with this integration, every booking instantly updates your contact records and keeps pipelines accurate.
⚡
Sales representatives
You need immediate contact details when a prospect books a meeting, but delayed manual entry causes you to reach out too late — with this integration, every booking creates an Act! 365 contact instantly so you can follow up immediately.
🤝
Account managers
You report on client scheduling activity to external stakeholders, but missing records create gaps in your progress updates — automating both apps means every booking is logged reliably and client reports reflect actual engagement.
📊
Customer success teams
High booking volumes make manual contact creation impossible to keep up with during peak weeks — connecting these apps means every consultation automatically populates Act! 365 without manual data entry.
🎯
Appointment setters
You rely on prospects booking via ScheduleOnce before you can execute the next CRM task, but manual handoffs slow down your workflow — automating both apps means contact creation happens the moment the meeting is booked.
🗂️
Operations directors
You need a complete audit history of all client appointments, but manual record-keeping leads to inconsistent CRM entries — with this integration, every booking and status update is captured accurately in Act! 365.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Act! 365 + ScheduleOnce
Build and manage your Act! 365 + ScheduleOnce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Act! 365 + ScheduleOnce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Act! 365 + ScheduleOnce Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Act! 365 to ScheduleOnce?
You can connect Act! 365 to ScheduleOnce in 1-click using ready templates or ask Integrately AI to build your automation. It integrates smoothly with Google Calendar, Mailchimp, Slack, Zoom, Google Sheets, and Stripe.
Can I automatically create Act! 365 contacts from ScheduleOnce bookings?
Can I connect Act! 365, ScheduleOnce, and Slack?
What is a good Zapier alternative for Act! 365 and ScheduleOnce?
How does Act! 365 handle contact creation during bookings?
Can ScheduleOnce cancellations update my CRM records?
Do I need coding skills to automate Act! 365 and ScheduleOnce?
Is the Act! 365 and ScheduleOnce integration free?
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Want to automate something else in your workflow?
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