OnceHub + Solve CRM

Create Solve CRM companies from new OnceHub scheduled bookings

Each booking represents larger opportunity, best tracked on your CRM. Let us keep track of everything as it happens--set up this Zap and we'll monitor OnceHub for you. It will trigger whenever there's a new scheduled booking, automatically sending the information to Solve CRM and creating a new company for your customer, ready to link your deals together.

When this happens...
Booking Scheduled
Triggers when a new booking is scheduled.
TriggerInstant
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Create Company
Triggers when you add a new company.
ActionWrite

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Supported triggers and actions

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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- Find Contact byRequired
Action
Search
New Contact
Triggers when you add a new contact.
Trigger
Polling
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- Category TagRequired
Trigger
Polling
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New Workgroup
Triggers when a new workgroup is created.
Trigger
Polling
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- Shared With...
- First Name
- Last Name
- Job Title
- Business Address
- Business Email
- Business Fax
- Business Phone Direct
- Business Phone Extension
- Business Phone Main
- Cellular Phone
- Home Address
- Home Phone
- Other Email
- Personal Email
- Website
- Categories
Action
Write

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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- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Company
Triggers when you add a new company.
Trigger
Polling
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- Category TagRequired
Trigger
Polling
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New User
Triggers when you add a new user account.
Trigger
Polling
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- Shared With...
- Company Name
- Categories
Action
Write

About OnceHub

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

Learn more

Related categories

Scheduling & Booking

Similar apps

About Solve CRM

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.