NeetoCRM integration isn't available for everyone yet. If you'd like early access, please reach out to [email protected], and we'll enable NeetoCRM integration for your workspace.
Connecting NeetoCRM to a scheduling link automatically creates a lead in NeetoCRM whenever a customer books that meeting. Each lead includes the customer's answers to the booking questions, the meeting time, and a link to the booking. The integration is set up on each scheduling link separately, so you can send bookings from some links to NeetoCRM and skip others.
Connecting NeetoCRM to a scheduling link
Open the scheduling link and go to the Settings tab.
In the Integrations section, click NeetoCRM.
Choose which booking question fills each NeetoCRM field. Email is required; Phone number and Company name are optional.
To add tags to every lead created from this link, select them under Submission tags.
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Click Connect.
From then on, every new booking on this scheduling link creates a lead in your NeetoCRM workspace. Bookings made before connecting are not sent. Repeat these steps on each scheduling link whose bookings should create leads.