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

What does this mean?
oncehub logo
oncehub logo

About OnceHub

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

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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