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.

  1. When this happens...
    OnceHubOnceHub
    Booking Canceled

    Triggers when an existing booking is cancelled.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Update Activity

    Updates and existing activity in your database.

    ActionWrite
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Supported triggers and actions

What does this mean?
oncehub logo
oncehub logo

About OnceHub

Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.
Learn more

Related categories

  • Scheduling & Booking

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redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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