OnceHub + Salesforce
Create Salesforce tasks from new OnceHub bookings
When someone schedules a meeting with you, chances are there's a task you have to create for yourself to follow up with. Isn't it tedious to create that by hand? One automation can take care of that for you!
When someone schedules a meeting with you, chances are there's a task you have to create for yourself to follow up with. Isn't it tedious to create that by hand? One automation can take care of that for you!
- When this happens...Booking Scheduled
Triggers when a new booking is scheduled.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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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