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OnceHub + Pipeline CRM

Create people in Pipeline CRM from new OnceHub bookings

Meetings and building relationships with new people go hand in hand, why not connect them together? Use automation to send meeting information right over to your CRM, and always have the context you need at your fingertips.

Meetings and building relationships with new people go hand in hand, why not connect them together? Use automation to send meeting information right over to your CRM, and always have the context you need at your fingertips.

  1. When this happens...
    OnceHubOnceHub
    Booking Scheduled

    Triggers when a new booking is scheduled.

    TriggerInstant
  2. automatically do this!
    Pipeline CRMPipeline CRM
    Create Person

    Creates a new person in your PipelineDeals account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • OnceHub triggers, actions, and search

    Contact Captured

    Triggers when a contact is captured

    Trigger
    Instant
    Try It
  • OnceHub triggers, actions, and search

    Contact Updated

    Triggers when a captured contact is updated

    Trigger
    Instant
    Try It
  • OnceHub triggers, actions, and search

    Conversation Abandoned

    Triggers when a chatbot conversation is abandoned by a website visitor.

    Trigger
    Instant
    Try It
  • OnceHub triggers, actions, and search

    Conversation Started

    Triggers when a website visitor starts interacting with your chatbot.

    Trigger
    Instant
    Try It
  • OnceHub triggers, actions, and search

    Contact Lifecycle Event

    Triggers when a contact is captured or updated

    Trigger
    Instant
    Try It
  • OnceHub triggers, actions, and search

    Conversation Lifecycle Event

    Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.

    Trigger
    Instant
    Try It
  • OnceHub triggers, actions, and search

    Conversation Closed

    Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.

    Trigger
    Instant
    Try It
  • OnceHub triggers, actions, and search

    Booking Lifecycle Event

    Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.

    Trigger
    Instant
    Try It
oncehub logo
oncehub logo

About OnceHub

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

Related categories

  • Scheduling & Booking

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pipelinedeals logo
pipelinedeals logo

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

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