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Quickly connect OnceHub to Redtail CRM with a Zapier template.

Our most popular template

Create activities in Redtail CRM for new OnceHub bookings
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OnceHub + Redtail CRM
Create Redtail CRM contacts from new bookings in OnceHub
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OnceHub + Redtail CRM
Update Redtail CRM activities when OnceHub bookings are canceled
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OnceHub + Redtail CRM
"create new activities in Redtail CRM when booking lifecycle events occur in OnceHub"
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OnceHub + Redtail CRM
Create new Redtail CRM activities when bookings are cancelled and rescheduled in OnceHub
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OnceHub + Redtail CRM
Create a new activity in Redtail CRM whenever bookings are completed in OnceHub
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OnceHub + Redtail CRM

Create activities in Redtail CRM for new OnceHub bookings

OnceHub + Redtail CRM

Create Redtail CRM contacts from new bookings in OnceHub

OnceHub + Redtail CRM

Update Redtail CRM activities when OnceHub bookings are canceled

OnceHub + Redtail CRM

"create new activities in Redtail CRM when booking lifecycle events occur in OnceHub"

OnceHub + Redtail CRM

Create new Redtail CRM activities when bookings are cancelled and rescheduled in OnceHub

OnceHub + Redtail CRM

Create a new activity in Redtail CRM whenever bookings are completed in OnceHub

OnceHub + Redtail CRM

How Zapier works

Zapier makes it easy to integrate OnceHub with Redtail CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from OnceHub

A trigger is an event that starts your Zap and runs the workflow. For example, with OnceHub, a trigger could be "Contact Captured."

A trigger is the event that kicks off your automated workflow.

Setup an action from Redtail CRM

An action is what takes place after the automation is triggered. For example, with Redtail CRM, the action could be "Create Activity."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected OnceHub to Redtail CRM

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your OnceHub to Redtail CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

Contact Captured
Triggers when a contact is captured
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Contact Updated
Triggers when a captured contact is updated
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Conversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
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Instant
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Conversation Started
Triggers when a website visitor starts interacting with your chatbot.
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Instant
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Booking Canceled
Triggers when an existing booking is cancelled.
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Instant
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Booking Completed
Triggers when the date and time for a booking has passed.
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Instant
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Booking Rescheduled
Triggers when a booking is rescheduled.
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Instant
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- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- ID
  Required
- Subject
  Required
- Description
- Activity Type
- Activity Category
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

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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- Find Contact by
  Required
Action
Search
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write

Learn how to automate OnceHub on the Zapier blog

Learn how to automate Redtail CRM on the Zapier blog

About OnceHub

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

Learn more Help

Related categories

Scheduling & Booking

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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.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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