Connect CRM Connector and OnceHub to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Broadcast" from CRM Connector.

Add your action

An action happens after the trigger—such as "API Request (Beta)" in OnceHub.

You’re connected!

Zapier seamlessly connects CRM Connector and OnceHub, automating your workflow.

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.

- Group
Trigger
Polling
Try It
- Group
Trigger
Polling
Try It
- Group
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
Trigger
Polling
Try It
- Group
Trigger
Polling
Try It

- Group
  Required
- Company Name
  Required
- Company Email
- Address
- City
- State
- Zip/Post Code
- Country
- Phone
- Website
- Parent Company
- Notes
Action
Write
- Contact Email
  Required
- Associate With
  Required
- Assigned To
  Required
- Activity
  Required
- Due Date/Time
  Required
- Completed Date/Time
- Notes
Action
Write

- Group
  Required
- Event Type
  Required
- Event Location
  Required
- Event Title
  Required
- Start Date/Time
  Required
- End Date/Time
  Required
- Public Event
  Required
- Automatic Email Reminders
  Required
- Event Fee
Action
Write
- Contact Email
  Required
- Title
  Required
- Managed By
  Required
- Quality
  Required
- Source
  Required
- Phase
  Required
- Value
- Chance to Win
  Required
- Close Date
  Required
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
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Group
  Required
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
- Activity Types
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
Trigger
Polling
Try It
- Group
- Search Contacts
- Contact
- Closed Opportunities Only
Trigger
Polling
Try It
- Contact Email
  Required
- Workflow
  Required
- First Activity Starting
- Assigned To
- Connected To
- Associated With
Action
Write
- Group
- Email
  Required
- Firstname
- Lastname
- Phone
- Mobile
- Fax
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Company
- Notes
- Title
- Gender
- Birthdate
- Website
- Hometown
- Height
- Weight
- Skills & Interests
- Bio
- Add Campaign ID
- Add Conversion Code
- Add Conversion Stage
- Add Conversion Value
Action
Write
- Custom Object Definition
  Required
Action
Write
- Contact Email
  Required
- Group
  Required
- Sent Date
- Due Date
- Description
  Required
- Paid Date
- Payment Amount
- Send Invoice
- Send Invoice CC Recipients (separated by comma)
- Line Item Quantity
  Required
- Line Item SKU
- Line Item Description
  Required
- Line Item Unit Cost
  Required
- Line Item Event
Action
Write
- Group
  Required
- From Name
  Required
- From Email
  Required
- Subject
  Required
- Message
  Required
- Delivery Date/Time
  Required
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

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

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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.

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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.

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.

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.

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.

Learn how to automate OnceHub on the Zapier blog

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Learn about AI automation

About CRM Connector

CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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 moreLearn moreHelpHelp

Related categories

Scheduling & Booking

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Connect CRM Connector and OnceHub to power AI-driven automation

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

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Learn how to automate OnceHub on the Zapier blog

4 ways to automate OnceHub with Zapier

Make work flow with AI

Connect CRM Connector to OnceHub on the world's largest no-code automation platform