OnceHub + Redtail CRM

Create a new activity in Redtail CRM whenever bookings are completed in OnceHub

Streamline your CRM updates with this handy workflow. When a booking is completed in OnceHub, it will promptly result in a new activity creation in Redtail CRM. Save time by eliminating manual data entry and ensuring your CRM stays updated, keeping your focus where it needs to be- on your customers.

Streamline your CRM updates with this handy workflow. When a booking is completed in OnceHub, it will promptly result in a new activity creation in Redtail CRM. Save time by eliminating manual data entry and ensuring your CRM stays updated, keeping your focus where it needs to be- on your customers.

  1. When this happens...
    OnceHubOnceHub
    Booking Completed

    Triggers when the date and time for a booking has passed.

    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

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  • 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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