Highrise + OnceHub
Create Highrise contacts from new OnceHub bookings
New meeting bookings equal new contacts that need to be added to your CRM. Instead of doing them by hand one at a time, why not let an automation do that for you?
New meeting bookings equal new contacts that need to be added to your CRM. Instead of doing them by hand one at a time, why not let an automation do that for you?
- When this happens...Booking Scheduled
Triggers when a new booking is scheduled.
- automatically do this!Create/Update a Contact
Triggers when a new contact is added to Highrise.
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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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