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.
- When this happens...Booking Cancelled and Rescheduled
Triggers when a booking is canceled and replaced by a new booking.
- 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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