OnceHub + Salesforce
Capture new OnceHub contacts and create contacts in Salesforce
Streamline your contact management process by capturing new contacts in OnceHub and creating a corresponding entry in Salesforce. This workflow ensures your contacts stay updated and organized across both platforms. You can now focus on building better relationships, knowing that your workflow is efficiently capturing and transferring contact information.
Streamline your contact management process by capturing new contacts in OnceHub and creating a corresponding entry in Salesforce. This workflow ensures your contacts stay updated and organized across both platforms. You can now focus on building better relationships, knowing that your workflow is efficiently capturing and transferring contact information.
- When this happens...Contact Captured
Triggers when a contact is captured
- automatically do this!Create Contact
Creates a new contact in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Try It
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”.
Try It
