MyCase + OnceHub
Capture new OnceHub contacts and create leads in MyCase
Streamline your lead management process with this powerful workflow that activates when a new contact is captured in OnceHub. It then instantly creates a new lead in MyCase, ensuring you never miss a potential client opportunity. This seamless integration between OnceHub and MyCase not only accelerates your lead generation process, but also helps keep your customer data organised and updated.
Streamline your lead management process with this powerful workflow that activates when a new contact is captured in OnceHub. It then instantly creates a new lead in MyCase, ensuring you never miss a potential client opportunity. This seamless integration between OnceHub and MyCase not only accelerates your lead generation process, but also helps keep your customer data organised and updated.
- When this happens...Contact Captured
Triggers when a contact is captured
- automatically do this!Create Lead
Creates a new lead.
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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.
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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”.
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