Nutshell + OnceHub

Schedule bookings in OnceHub and create new leads in Nutshell

Streamline your lead management process with this efficient workflow. When a booking is scheduled in OnceHub, a new lead will be created in Nutshell, helping you keep track of all potential clients without manual data entry. Enhance the productivity of your sales team and ensure you never miss a potential lead again.

When this happens...
Booking Scheduled
Triggers when a new booking is scheduled.
TriggerInstant
automatically do this!
Create Lead
Creates a new Lead.
ActionWrite

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Supported triggers and actions

Contact Captured
Triggers when a contact is captured
Trigger
Instant
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Contact Updated
Triggers when a captured contact is updated
Trigger
Instant
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Conversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
Trigger
Instant
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Conversation Started
Triggers when a website visitor starts interacting with your chatbot.
Trigger
Instant
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Booking Canceled
Triggers when an existing booking is cancelled.
Trigger
Instant
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Booking Completed
Triggers when the date and time for a booking has passed.
Trigger
Instant
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Booking Rescheduled
Triggers when a booking is rescheduled.
Trigger
Instant
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- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Lead Won
Triggers when a lead is won.
Trigger
Instant
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New Company
Triggers when new Company is created.
Trigger
Instant
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New Person
Triggers when new Person is created.
Trigger
Instant
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- Agenda
- Activity typeRequired
- Start time
- End time
- Internal note
- People within Nutshell
- Users within Nutshell
- Meeting lasts all day
- Flag meeting as important
- Street address
- Street address line 2
- Street address line 3
- City
- State
- Country
- Postal code
- Address type
Action
Write
- NameRequired
- Email Address
- Phone
- Related company
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
- Full address
Action
Write
- Existing leadRequired
- OutcomeRequired
Action
Write
- Existing personRequired
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Audience
- Territory
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Company nameRequired
Action
Search
- Email Address
- Lead Number
Action
Search
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Email Address
- Lead Number
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write

Contact Lifecycle Event
Triggers when a contact is captured or updated
Trigger
Instant
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Conversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
Trigger
Instant
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Conversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
Trigger
Instant
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Booking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Trigger
Instant
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Booking Cancelled and Rescheduled
Triggers when a booking is canceled and replaced by a new booking.
Trigger
Instant
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Booking No-Show
Triggers when the status of a booking is manually changed to “No-show”.
Trigger
Instant
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Booking Scheduled
Triggers when a new booking is scheduled.
Trigger
Instant
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- Find Contact byRequired
Action
Search
Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
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New Activity
Triggers when new Activity is created.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
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- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write
- Existing companyRequired
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Owner
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
Action
Write
- Existing leadRequired
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
Action
Write
- Email Address or Phone NumberRequired
Action
Search
- User emailRequired
Action
Search
- Email AddressRequired
- NameRequired
- Phone
- Related company
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
- Full address
Action
Search or write