OnceHub + Microsoft Dynamics 365 CRM Integrations
How to connect OnceHub + Microsoft Dynamics 365 CRM
Zapier lets you send info between OnceHub and Microsoft Dynamics 365 CRM automatically—no code required.
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Popular OnceHub + Microsoft Dynamics 365 CRM workflows
Create MS Dynamics CRM contacts from new OnceHub bookings
Create MS Dynamics CRM contacts from new OnceHub bookingsPremiumCreate MS Dynamics CRM leads from new OnceHub bookings
Create MS Dynamics CRM leads from new OnceHub bookingsPremiumCreate MS Dynamics CRM accounts from new OnceHub bookings
Create MS Dynamics CRM accounts from new OnceHub bookingsPremiumCreate MS Dynamics CRM accounts from completed OnceHub bookings
Create MS Dynamics CRM accounts from completed OnceHub bookingsPremium
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Contact CapturedTriggers when a contact is capturedTrigger- Contact Lifecycle EventTriggers when a contact is captured or updatedTrigger
- Contact UpdatedTriggers when a captured contact is updatedTrigger
- Conversation Lifecycle EventTriggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.Trigger
- Conversation AbandonedTriggers when a chatbot conversation is abandoned by a website visitor.Trigger
- Conversation ClosedTriggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.Trigger
- Conversation StartedTriggers when a website visitor starts interacting with your chatbot.Trigger
- Booking Lifecycle EventTriggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.Trigger
- OnceHub
Triggers when an existing booking is cancelled.
Instant
Trigger
- OnceHub
Triggers when a booking is canceled and replaced by a new booking.
Instant
Trigger
- OnceHub
Triggers when the date and time for a booking has passed.
Instant
Trigger
- OnceHub
Triggers when the status of a booking is manually changed to “No-show”.
Instant
Trigger
- OnceHub
Triggers when a booking is rescheduled.
Instant
Trigger
- OnceHub
Triggers when a new booking is scheduled.
Instant
Trigger
- OnceHub
Find Contact in your oncehub account.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Triggers when a new account is created.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a new contact is created.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a contact has been updated.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a new lead is created.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a lead has been updated.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a new opportunity is created.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when an opportunity has been updated.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Creates a new account.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Creates a new contact.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Creates a new lead.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates an account.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates a contact.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates a lead.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.
Scheduled
Action
How OnceHub + Microsoft Dynamics 365 CRM Integrations Work
- Step 1: Authenticate OnceHub and Microsoft Dynamics 365 CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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