An automated workflow using zapier
Connects ScheduleOnce + Marketo
Capture Marketo leads from new OnceHub bookings
About this workflow template
This automation scenario allows you to connect ScheduleOnce and Marketo
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
ScheduleOnce and Marketo can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in ScheduleOnce
Scheduled Booking in ScheduleOnce
Triggers when a new booking is scheduled.
Then this action happens in Marketo
Create or Update Lead in Marketo
Creates or Updates a lead.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Capture Marketo leads from new OnceHub bookings.
Part I
Configure Applications
First, we need to connect ScheduleOnce and Marketo to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect ScheduleOnce to Zapier.
Give Zapier access to your ScheduleOnce account, using ScheduleOnce credentials.
Connect Marketo to Zapier.
Give Zapier access to your Marketo account, using Marketo credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for ScheduleOnce
Choose the following trigger: Scheduled Booking (Triggers when a new booking is scheduled.).
Then set up an Action for Marketo
Choose this action: Create or Update Lead (Creates or Updates a lead.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ScheduleOnce and Marketo.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Capture Marketo leads from new OnceHub bookings!
Related Automation Templates
Supported triggers and actions
Scheduled booking
Triggers when a new booking is scheduled.
triggerbyzapierWatch bookings
Triggers when any booking events have occurred.
triggerbyintegromatCompleted booking
Triggers when a booking is completed. Specifically, when the time window of the booking has passed.
triggerbyzapierCanceled booking
Triggers when a booking is canceled.
triggerbyzapierNo-show booking
Triggers when the status of a booking is changed to No-show.
triggerbyzapierRescheduled booking
Triggers when a booking is rescheduled.
triggerbyzapier
Create or update lead
Creates or Updates a lead.
actionbyzapierAdd lead to list
Adds a lead to a list.
actionbyzapierFind lead
Finds a lead whose e-mail address matches the search criteria.
actionbyzapierUpdate lead
Updates information for an existing lead.
actionbyzapierFind or create lead
Find or Create Lead
actionbyzapierAdd leads to list
Adds a given set of person records to a target static list. There is a limit of 300 lead ids per request. Required Permissions: Read-Write Lead
actionbyintegromat
Apps you need
ScheduleOnce is the ultimate scheduling solution for businesses. Automate your workflows, integrate with popular apps, and offer customers the ability to schedule meetings quickly and easily.
Marketo is a top-notch marketing automation platform that empowers businesses to manage personalized multi-channel marketing campaigns with ease. Innovative features such as email marketing, landing pages, and lead nurturing make it a go-to option across various industries.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
