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Integrate Solve CRM with OnceHub to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Solve CRM with OnceHub - no code necessary. See how you can get setup in minutes.

Select a trigger from Solve CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Solve CRM, a trigger could be "New Company."

A trigger is the event that kicks off your automated workflow.

Setup an action from OnceHub

An action is what takes place after the automation is triggered. For example, with OnceHub, the action could be "API Request (Beta)."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Solve CRM to OnceHub

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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Set up your first integration

Quickly connect Solve CRM to OnceHub with a Zapier template.

Our most popular template

Create Solve CRM contacts from new scheduled bookings on OnceHub
Premium
Details
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OnceHub + Solve CRM
Create Solve CRM companies from new OnceHub scheduled bookings
Premium
Details
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OnceHub + Solve CRM

Create Solve CRM contacts from new scheduled bookings on OnceHub

Premium

OnceHub + Solve CRM

Create Solve CRM companies from new OnceHub scheduled bookings

Premium

OnceHub + Solve CRM

Make work flow with AI

Level up your Solve CRM to OnceHub integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Solve CRM and OnceHub to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Solve CRM and OnceHub to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Company
Triggers when you add a new company.
Trigger
Scheduled
Try It
- Category Tag
  Required
Trigger
Scheduled
Try It
New User
Triggers when you add a new user account.
Trigger
Scheduled
Try It
- Shared With...
- Company Name
- Categories
Action
Write
Contact Captured
Triggers when a contact is captured
Trigger
Instant
Try It

Contact Updated
Triggers when a captured contact is updated
Trigger
Instant
Try It
Conversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
Trigger
Instant
Try It

Conversation Started
Triggers when a website visitor starts interacting with your chatbot.
Trigger
Instant
Try It
Booking Canceled
Triggers when an existing booking is cancelled.
Trigger
Instant
Try It
Booking Completed
Triggers when the date and time for a booking has passed.
Trigger
Instant
Try It
Booking Rescheduled
Triggers when a booking is rescheduled.
Trigger
Instant
Try It
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- Category Tag
  Required
Trigger
Scheduled
Try It
New Workgroup
Triggers when a new workgroup is created.
Trigger
Scheduled
Try It
- Shared With...
- First Name
- Last Name
- Job Title
- Business Address
- Business Email
- Business Fax
- Business Phone Direct
- Business Phone Extension
- Business Phone Main
- Cellular Phone
- Home Address
- Home Phone
- Other Email
- Personal Email
- Website
- Categories
Action
Write
Contact Lifecycle Event
Triggers when a contact is captured or updated
Trigger
Instant
Try It
Conversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
Trigger
Instant
Try It
Conversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
Trigger
Instant
Try It
Booking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Trigger
Instant
Try It
Booking Cancelled and Rescheduled
Triggers when a booking is canceled and replaced by a new booking.
Trigger
Instant
Try It
Booking No-Show
Triggers when the status of a booking is manually changed to “No-show”.
Trigger
Instant
Try It
Booking Scheduled
Triggers when a new booking is scheduled.
Trigger
Instant
Try It
- Find Contact by
  Required
Action
Search

Learn how to automate Solve CRM on the Zapier blog

Learn how to automate OnceHub on the Zapier blog

About Solve CRM

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About OnceHub

Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.

Learn more Help

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Scheduling & Booking

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