OnceHub + Redtail CRM

Create new Redtail CRM activities when bookings are cancelled and rescheduled in OnceHub

Stay on top of your customer interactions with this seamless workflow. When an appointment is cancelled or rescheduled in OnceHub, it sparks an activity creation in your Redtail CRM. This streamlined process facilitates timeframe adjustments and maintains your relationship with your clients by keeping your Redtail activities in harmony with your OnceHub scheduling. Boost your customer management by keeping all data current and reliable.

Stay on top of your customer interactions with this seamless workflow. When an appointment is cancelled or rescheduled in OnceHub, it sparks an activity creation in your Redtail CRM. This streamlined process facilitates timeframe adjustments and maintains your relationship with your clients by keeping your Redtail activities in harmony with your OnceHub scheduling. Boost your customer management by keeping all data current and reliable.

  1. When this happens...
    OnceHubOnceHub
    Booking Cancelled and Rescheduled

    Triggers when a booking is canceled and replaced by a new booking.

    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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