OnceHub + Redtail CRM
Create a new activity in Redtail CRM whenever bookings are completed in OnceHub
Streamline your CRM updates with this handy workflow. When a booking is completed in OnceHub, it will promptly result in a new activity creation in Redtail CRM. Save time by eliminating manual data entry and ensuring your CRM stays updated, keeping your focus where it needs to be- on your customers.
Streamline your CRM updates with this handy workflow. When a booking is completed in OnceHub, it will promptly result in a new activity creation in Redtail CRM. Save time by eliminating manual data entry and ensuring your CRM stays updated, keeping your focus where it needs to be- on your customers.
- When this happens...Booking Completed
Triggers when the date and time for a booking has passed.
- automatically do this!Create Activity
Creates a new activity in your database.
- Free forever for core features
- 14 day trial for premium features & apps
Contact Captured
Triggers when a contact is captured
Try ItContact Updated
Triggers when a captured contact is updated
Try ItConversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
Try ItConversation Started
Triggers when a website visitor starts interacting with your chatbot.
Try It
Contact Lifecycle Event
Triggers when a contact is captured or updated
Try ItConversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
Try ItConversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
Try ItBooking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Try It
