OnceHub + Redtail CRM

Create activities in Redtail CRM for new OnceHub bookings

Need to keep track of scheduled bookings in your CRM? Once configured, this Zap will automatically add a new Redtail CRM activity when a scheduled booking is created on OnceHub.

Need to keep track of scheduled bookings in your CRM? Once configured, this Zap will automatically add a new Redtail CRM activity when a scheduled booking is created on OnceHub.

  1. When this happens...
    OnceHubOnceHub
    Booking Scheduled

    Triggers when a new booking is scheduled.

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

    Creates a new activity in your database.

    ActionWrite
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Supported triggers and actions

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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