Revamp CRM + OnceHub Integrations

How to connect Revamp CRM + OnceHub

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Create Revamp CRM contacts from new OnceHub bookings
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OnceHub + Revamp CRM

Create Revamp CRM contacts from new OnceHub bookings

Details

Try it

OnceHub + Revamp CRM

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Supported triggers and actions

What does this mean?

- Email
- Phone Number
- Tags
  Comma separate list of tags to search for.
- Order Id
- Keyword
Trigger
Scheduled
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New Customer
Triggers when a new customer is created.
Trigger
Scheduled
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New Task
Triggers when a new task is created.
Trigger
Scheduled
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- Type
- Completion State
- Assignee
Trigger
Scheduled
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- NameRequired
  Deal Name.
- CustomerRequired
  Related Customer for deal.
- PipeLineRequired
  Deal PipeLine.
- Deal StageRequired
  Deal Stage.
- ValueRequired
  Deal Value.
- CurrencyRequired
  Deal Currency.
- Expected Date Deal EndsRequired
  When this deal expected to end ?
- Probability
  Deal Probability.
- Owner Name
  User from RevampCRM who created this deal.
- Status
  Deal Status.
- Sales Region
  Sales Region.
- Product
  Product.
- Deal Source
  Deal Source.
Action
Write

- NameRequired
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
  Two Letter ISO Code for country.
- Description
- Birth Date
- Gender
- Tags
  Comma separated ',' for multiple tags.
- Score
  Use the dropdown or specify a custom value From 0 to 100 %.
Action
Write
- Keyword
- Email Address
- Phone Number
- Tags
  Comma Separated list of tags to search for.
- Order Id
Action
Search

- Keyword
- Email Address
- Phone Number
- Tags
  Comma separated list of tags.
- Order Id
Action
Search
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

- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Status
- Deal Stage
- Deal Product
- Deal Sales Region
- Deal Source
- Deal Name
Trigger
Scheduled
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New Deal
Triggers when a new deal is created.
Trigger
Scheduled
Try It
- Email
- Phone Number
- Tags
  Comma separated list of tags to search for.
- Order Id
- Keyword
Trigger
Scheduled
Try It
- NameRequired
- Organization
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
  Two Letter ISO Code for country.
- Description
- Birth Date
- Gender
- Tags
  Comma separated ',' for multiple tags.
- Score
  Use the dropdown or specify a custom value From 0 to 100 %.
Action
Write
- Person Name
- Person Email
- Message
- New Customer Type
  Customer Type to use if a new customer is to be added.
- Disable Editing Note
  Check here if you want to avoid editing this note in RevampCRM.
- Created By
  Name of the user who created this note.
Action
Write
- SubjectRequired
- TypeRequired
- CustomerRequired
- Due on DateRequired
  Note: Date must be formatted as Month/Day/Year (e.g. 2/13/2014).
- Due on Time
  Note: Time must be formatted as Hours:Minutes:Seconds (e.g. 8:30:00).
- Duration
  How many hours if applicable.
- Assignee
- Note
- Is It Done?
Action
Write
- Deal Name
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Stage
- Deal Status
- Deal Product
- Deal Sales Region
- Deal Source
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
Try It
- Api Docs Info
  API docs for OnceHub are located here https://developers.oncehub.com/docs
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

How Revamp CRM + OnceHub Integrations Work

Step 1: Authenticate Revamp CRM and OnceHub.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Revamp CRM + OnceHub

About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

Related categories

CRM (Customer Relationship Management)

About OnceHub

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

Learn more

Related categories

Scheduling & Booking

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Revamp CRM + OnceHub Integrations

How to connect Revamp CRM + OnceHub

Create Revamp CRM contacts from new OnceHub bookings

Create Revamp CRM contacts from new OnceHub bookings

Connect your apps and automate workflows

Person Matching Filter

Email

Phone Number

Tags

Order Id

Keyword

New Customer

New Task

Task Matching Filter

Type

Completion State

Assignee

Create Deal

NameRequired

CustomerRequired

PipeLineRequired

Deal StageRequired

ValueRequired

CurrencyRequired

Expected Date Deal EndsRequired

Probability

Owner Name

Status

Sales Region

Product

Deal Source

Create Organization

NameRequired

Title

Primary Phone

Primary Email

Secondary Phone

Secondary Email

Skype

Website

Twitter

Linkedin

Address 1

Address 2

City

Postal Code

Country

Description

Birth Date

Gender

Tags

Score

Find Person

Keyword

Email Address

Phone Number

Tags

Order Id

Find Organization

Keyword

Email Address

Phone Number

Tags

Order Id

Contact Lifecycle Event

Conversation Lifecycle Event

Conversation Closed

Booking Lifecycle Event

Booking Cancelled and Rescheduled

Booking No-Show

Booking Scheduled

Find Contact

Find Contact byRequired

Deal Matching Filter

Related Customer Name

Owner Name

Deal PipeLine

Deal Status

Deal Stage

Deal Product