OnceHub + Salesforce
Create Salesforce leads from new OnceHub bookings
The first meeting you have someone could very well be a new lead you have to work on. Wish you didn't have to create that yourself in your CRM? Let Zapier help! Set up this integration to automatically create a Salesforce lead as soon as a new OnceHub booking is registered.
The first meeting you have someone could very well be a new lead you have to work on. Wish you didn't have to create that yourself in your CRM? Let Zapier help! Set up this integration to automatically create a Salesforce lead as soon as a new OnceHub booking is registered.
- When this happens...Booking Scheduled
Triggers when a new booking is scheduled.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Contact Captured
Triggers when a contact is captured
Try ItContact Updated
Triggers when a captured contact is updated
Try ItConversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
Try ItConversation Started
Triggers when a website visitor starts interacting with your chatbot.
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Contact Lifecycle Event
Triggers when a contact is captured or updated
Try ItConversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
Try ItConversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
Try ItBooking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
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