Agile CRM + OnceHub

Agile CRM + OnceHub integrations

Create Agile CRM companies from new OnceHub bookings

When a meeting is booked, it might be the start of a new relationship. Use automation to create companies right inside your CRM any time you have a new booked meeting.

When this happens...
Booking ScheduledTriggers when a new booking is scheduled.
TriggerInstant
automatically do this!
Create CompanyCreate a New Company.
ActionWrite

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More things you can do with OnceHub and Agile CRM

Discover other triggers and actions you can use with OnceHub and Agile CRM

Reassigned Booking
Triggers when a booking calendar booking is reassigned.
Trigger
Instant
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Contact Lifecycle Event
Triggers when a contact is captured or updated
Trigger
Instant
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Conversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
Trigger
Instant
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Conversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
Trigger
Instant
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Booking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Trigger
Instant
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Booking Cancelled and Rescheduled
Triggers when a booking is canceled and replaced by a new booking.
Trigger
Instant
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Booking No-Show
Triggers when the status of a booking is manually changed to “No-show”.
Trigger
Instant
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Booking Scheduled
Triggers when a new booking is scheduled.
Trigger
Instant
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- Booking Id
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Find Contact by
  Required
Action
Search
- Track / Milestone
  Required
Trigger
Polling
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
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- Ticket Filter
  Required
Trigger
Polling
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- Tag Name
  Required
Trigger
Polling
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- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write

Contact Captured
Triggers when a contact is captured
Trigger
Instant
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Contact Updated
Triggers when a captured contact is updated
Trigger
Instant
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Conversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
Trigger
Instant
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Conversation Started
Triggers when a website visitor starts interacting with your chatbot.
Trigger
Instant
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Booking Canceled
Triggers when an existing booking is cancelled.
Trigger
Instant
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Booking Completed
Triggers when the date and time for a booking has passed.
Trigger
Instant
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Booking Rescheduled
Triggers when a booking is rescheduled.
Trigger
Instant
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- Booking ID
  Required
- Cancellation Reason (optional)
- Notify users upon booking cancellation (optional)
Action
Write
- Booking ID
  Required
- Reschedule Reason (optional)
Action
Write
- Booking ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
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- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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About OnceHub

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

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Scheduling & Booking

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Create Agile CRM events from new OnceHub bookings