OnceHub + Salesforce
Schedule bookings in OnceHub and create leads in Salesforce
Seamlessly manage your potential clients as soon as bookings are scheduled in your OnceHub app. With this workflow, each new scheduled booking in OnceHub instantly creates a lead in Salesforce. You’ll be able to efficiently follow up with prospects, turning a simple booking into a potential business opportunity. Stay organized and proactive, without the extra effort of manual data transfer.
Seamlessly manage your potential clients as soon as bookings are scheduled in your OnceHub app. With this workflow, each new scheduled booking in OnceHub instantly creates a lead in Salesforce. You’ll be able to efficiently follow up with prospects, turning a simple booking into a potential business opportunity. Stay organized and proactive, without the extra effort of manual data transfer.
- When this happens...Booking Scheduled
Triggers when a new booking is scheduled.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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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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