OnceHub + Salesforce Essentials

OnceHub + Salesforce Essentials integrations

Schedule bookings in OnceHub to create new records in Salesforce Essentials

Boost your productivity with this dynamic workflow that seamlessly bridges the gap between OnceHub and Salesforce Essentials. Whenever a new booking is scheduled in OnceHub, a corresponding record is promptly created in Salesforce Essentials. This ensures that your business operations stay coordinated, reducing manual data entry and improving efficiency. Perfect for businesses seeking a streamlined, automated way to maintain their sales records.

When this happens...
Booking ScheduledTriggers when a new booking is scheduled.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
ActionWrite

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More things you can do with OnceHub and Salesforce Essentials

Discover other triggers and actions you can use with OnceHub and Salesforce Essentials

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
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search

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
- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Lead
  Required
Action
Write
- Salesforce Object
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
Action
Search or write

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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About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

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Related categories

CRM (Customer Relationship Management)

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