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OnceHub

If your business relies on OnceHub, you'll see an immediate improvement in efficiency, speed, and client satisfaction by automating important workflows through Zapier. Here's how.

4 ways to automate OnceHub with Zapier

Someone just booked a meeting with you, which is always a good thing. Wouldn't it be great to keep the conversation going with them beyond your meeting? Zapier can help you do that easily with this integration. Once it's active, this Zap will automatically create a new ActiveCampaign subscriber with each new OnceHub booking!

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

Contact Captured

Triggers when a contact is captured or updated

Contact Lifecycle Event

Triggers when a captured contact is updated

Contact Updated

Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.

Conversation Lifecycle Event

Triggers when a chatbot conversation is abandoned by a website visitor.

Conversation Abandoned

Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.

Conversation Closed

Triggers when a chatbot reaches out to a website visitor, prior to the website visitor's first response.

Conversation Reached Out

Triggers when a website visitor starts interacting with your chatbot.

Conversation Started

Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.

Booking Lifecycle Event

Triggers when an existing booking is cancelled.

Booking Canceled

Triggers when a booking is canceled and replaced by a new booking.

Booking Cancelled and Rescheduled

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

Booking Completed

Triggers when the status of a booking is manually changed to “No-show”.

Booking No-Show

Booking Rescheduled

Triggers when a new booking is scheduled.

Booking Scheduled

Find Contact

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

ActiveCampaign

Triggers when a Custom Object record is created or updated.

New or Updated Custom Object Record

Triggers when a custom object record is deleted in ActiveCampaign

Custom Object Record Deleted

Triggers when a deal task has been completed.

Deal Task Completed

Triggers when a new account is added or an existing account's details are updated.

New or Updated Account

Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.

New Automation Webhook

Triggers when a contact email address bounces from a sent campaign.

New Campaign Bounce

Triggers when a contact clicks a link in a campaign message (will only run once for each unique link).

New Campaign Link Click

Triggers when a contact opens a campaign (will trigger once per contact per campaign).

New Campaign Open

Triggers when a new campaign starts sending.

New Campaign Starts Sending

Triggers when a contact unsubscribes as a result of a campaign email sent to them.

New Campaign Unsubscribe

Triggers when a new contact note is added.

New Contact Note

Triggers when a new contact task is created.

New Contact Task

Triggers when a new deal note is created.

New Deal Note

Triggers when a new deal task is created.

New Deal Task

Triggers when a new deal is created or existing deal is updated.

New Deal Added or Updated

New Contact

Triggers when a new contact is added to a list.

New Contact Added to List

Triggers when an existing contact details are updated.

Updated Contact

Triggers when a new contact is added or existing contact's details are updated.

New or Updated Contact

Triggers when a a Tag is added or removed from a Contact

Tag Added or Removed From Contact

Find Account

Finds a contact by email address, ID, or phone.

Find Contact Task

Finds an existing deal by title or email.

Find Deal

Looks for a Deal and if found, returns the User that owns the Deal

Find Deal Owner

Find Deal Task

Find User

Create Account

Update Account

Creates a new account or updates an existing account.

Create or Update Account

Creates a new contact, or updates an existing contact.

Create or Update Contact

Create Deal (Deprecated)

Adds an existing contact into any automation.

Add Existing Contact to Automation

The contact will be removed from this active automation

Remove Contact From Automation

Create Campaign

Adds a contact to an ActiveCampaign account

Add Contact to Account

Add Contact Note

Add/Remove Tag From Contact

Create or Update Contact Task

Creates a new custom object record or update an existing record

Create or Update a Custom Object Record

With a deal ID and a contact ID set the corresponding contact as a secondary on the deal. Optionally set the role. If the Deal has no Primary contact set, this contact will be set as Primary if you DO NOT select a role.

Add Secondary Contact to Deal

Create Deal

Add Note to Deal

Create or Update Deal Task

Update Deal

Subscribes a Contact to a List it is not currently associated with, or Unsubscribes a Contact from a list is currently associated with.

Subscribe or Unsubscribe Contact From List

Creates a custom website or application event.

Create Tracked Event

Create ActiveCampaign subscribers from new OnceHub bookings

Populating your contact list for follow-up marketing can take you away from bigger priorities. Use this integration and skip the hassle. Automatically add an existing contact into any ActiveCampaign automation whenever a OnceHub booking is completed. Prep your messages and keep them on target, while you stay focused on service.

Add contacts to automations in ActiveCampaign when new OnceHub bookings are completed

Keep your email marketing lists up-to-date across all customer activities. When you integrate OnceHub with Mailchimp, the data provided by your customers during the booking process automatically creates a new Mailchimp subscriber.

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

Mailchimp

Triggers when a new campaign is created or sent.

New Campaign

Triggers when a recipient opens an email in a specific campaign.

Email Opened

Triggers when a recipient clicks a pre-specified link in your campaign.

Link Clicked

Triggers when a new audience is added to your MailChimp accounts.

New Audience

Triggers when a new customer is added to a selected store.

New Customer

Triggers when a new subscriber is added to an audience.

New Subscriber

New Order

Triggers when any current subscriber unsubscribes from an audience.

New Unsubscriber

Triggers when a subscriber is added to a Tag within a List.

New Subscriber With Tag

Triggers when a subscriber is added to a segment or tag within an audience.

New Subscriber in Segment or Tag

Triggers when a subscriber is added or updated in an audience.

New or Updated Subscriber

Find a Campaign

Find Customer

Find Tag

Searches for a new subscriber on your MailChimp audience.

Find a Subscriber

Find or Create Campaign

Find or Create Tag

Find or Create Subscriber

Archive Subscriber

Get report details for a specific sent campaign.

Campaign Report

Get report details for a specific link clicks.

Click Report

Create Tag

Creates a custom event for an existing subscriber.

Create Custom Event

Creates a new audience in your MailChimp account.

Create Audience

Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

Add/Update Subscriber

Unsubscribe or delete a contact by email address within an audience.

Unsubscribe or Delete Contact action

Removes a subscriber by email address from a tag within an audience.

Remove Subscriber from Tag

Sends a campaign to all subscribers in an audience, segment, or tag.

Send Campaign

Adds a new note to an existing subscriber.

Add Note to Subscriber

Add an email address to a tag within an audience. Note: the email address **must already be subscribed to the audience**, or this will fail.

Add Subscriber to Tag

Create Mailchimp subscribers from OnceHub bookings

Update your email marketing lists when new customers make a booking. This Zapier integration will create a new AWeber subscriber whenever a new booking is made via OnceHub.

AWeber provides professional email marketing software and services. AWeber's easy signup forms and autoresponders make it easy for you to stay in touch with your customers.

AWeber

New Account

Triggers when a new custom field is added to a list.

New Field

Triggers when a new list is added to an account.

New List

Triggers when a new subscriber is added to a list.

Find Subscriber

Find a List

Finds or creates a specific find subscriber.

Unsubscribes an email address from a list of your choosing.

Unsubscribe Email

Create Subscriber

Update Subscriber

Create AWeber subscribers from new OnceHub bookings

Need to keep track of scheduled bookings in your CRM? Once configured, this Zap will automatically add a new Redtail CRM activity when a scheduled booking is created on OnceHub. 

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.

4 ways to automate OnceHub with Zapier

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