Create Base contacts from new OnceHub bookings
When someone books a meeting or appointment with you, that might be the very first contact you have with them. If you find yourself turning right around to add them manually to your CRM, why not let automation cover that instead?
When someone books a meeting or appointment with you, that might be the very first contact you have with them. If you find yourself turning right around to add them manually to your CRM, why not let automation cover that instead?
- When this happens...Booking Scheduled
Triggers when a new booking is scheduled.
- automatically do this!Create Person
Creates a new person.
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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.
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