OnceHub + Redtail CRM
"create new activities in Redtail CRM when booking lifecycle events occur in OnceHub"
When a new booking event takes place in OnceHub, this workflow promptly creates an activity in Redtail CRM. With this automation, you can instantly capture all essential details and ensure that your customer relationship management system remains up to date. It removes manual data entry, saving you valuable time and minimizing potential errors. Efficiently manage and navigate your client communication with this simple yet effective workflow.
When a new booking event takes place in OnceHub, this workflow promptly creates an activity in Redtail CRM. With this automation, you can instantly capture all essential details and ensure that your customer relationship management system remains up to date. It removes manual data entry, saving you valuable time and minimizing potential errors. Efficiently manage and navigate your client communication with this simple yet effective workflow.
- When this happens...Booking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
- automatically do this!Create Activity
Creates a new 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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