OnceHub + Redtail CRM

Update Redtail CRM activities when OnceHub bookings are cancelled and rescheduled

Stay on top of your scheduling tasks with this seamless workflow. Whenever a booking is cancelled or rescheduled in OnceHub, the activity is updated in Redtail CRM. This automation saves you time and ensures you're always aware of changes to your bookings. No manual effort required, just streamlined updates keeping your business efficient and informed.

Stay on top of your scheduling tasks with this seamless workflow. Whenever a booking is cancelled or rescheduled in OnceHub, the activity is updated in Redtail CRM. This automation saves you time and ensures you're always aware of changes to your bookings. No manual effort required, just streamlined updates keeping your business efficient and informed.

  1. When this happens...
    OnceHubOnceHub
    Booking Cancelled and Rescheduled

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

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Update Activity

    Updates and existing activity in your database.

    ActionWrite
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Supported triggers and actions

oncehub logo
oncehub logo

About OnceHub

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

Related categories

  • 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 more

Related categories

  • CRM (Customer Relationship Management)

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