OnceHub + Redtail CRM
Update Redtail CRM activities when OnceHub bookings are canceled
Efficiently manage your appointments and stay on top of canceled bookings with this automation. When a booking is canceled in OnceHub, it triggers an update in Redtail CRM, ensuring the activity is updated accordingly. This workflow saves you time and helps keep your customer information organized and updated without manual intervention.
Efficiently manage your appointments and stay on top of canceled bookings with this automation. When a booking is canceled in OnceHub, it triggers an update in Redtail CRM, ensuring the activity is updated accordingly. This workflow saves you time and helps keep your customer information organized and updated without manual intervention.
- When this happens...Booking Canceled
Triggers when an existing booking is cancelled.
- automatically do this!Update Activity
Updates and existing activity in your database.
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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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