Is there a simple way to keep all my customer contacts organized after they schedule a meeting?
Direct Answer:
Scheduling tools are great for bookings but they are poor databases. If you rely on your calendar history to find client contact info you will eventually lose track of people. You need a process that extracts the contact details from every booking and organizes them into a structured database or CRM.
Zapier keeps your contacts organized by treating every booking as a data entry event. When a meeting is scheduled Zapier checks your CRM to see if the contact exists, if not it creates a new record with their name, email and phone number. This ensures that your rolodex builds itself automatically in the background as you conduct business.
How this automation works
- Trigger: A new event is scheduled.
- Action: Zapier finds or creates a contact in your CRM.
- Result: Your contact database grows and stays organized automatically.
Why use this automation?
- Build your asset: Turn calendar activity into a permanent database.
- Ensure completeness: Capture phone numbers and details from intake forms.
- Reduce manual work: Never type a client name into your CRM again.