OnceHub + Redtail CRM
Create Redtail CRM contacts from new bookings in OnceHub
Now that you have that appointment, it's time to prepare. There's no time to waste entering contacts manually. Set up this Zapier automation, and with each new booking you receive on OnceHub, a new contact will be created in Redtail CRM automatically.
Now that you have that appointment, it's time to prepare. There's no time to waste entering contacts manually. Set up this Zapier automation, and with each new booking you receive on OnceHub, a new contact will be created in Redtail CRM automatically.
- When this happens...Booking Scheduled
Triggers when a new booking is scheduled.
- automatically do this!Create Contact
Creates a new contact 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
