1.Captures meeting booking payload
Integrate OnceHub and scheduling tools to capture booking details like name, email, phone, and start times.
Create assessment call leads and log activity in CRM
Automatically capture assessment meeting bookings across OnceHub, Zapier, and Ontraport. Create and update CRM leads and logged activity when qualifying booking pages are booked, so you can segment contacts, set assessment stages, and record details without manual follow-up.
How this automation records assessment bookings
When assessment meeting bookings are scheduled on qualifying pages, missed entries can delay follow-up. This automation captures booking details and formats timestamps, then creates or updates contacts and CRM leads with logged activityβso your team can act fast on every booking.
OnceHubor swap with your favorite app
2.Continues only for qualifying pages
Integrate Filter by Zapier and booking filters to ignore unrelated meetings and route only qualifying bookings.
Filter by Zapieror swap with your favorite app
3.Formats booking timestamps
Integrate Formatter by Zapier and data formatting tools to map booking start and creation timestamps to readable dates.
Formatter by Zapieror swap with your favorite app
4.Creates or updates contact
Integrate Ontraport and CRM records to create or update contacts using email and booking page tags.
Ontraportor swap with your favorite app
5.Creates or updates lead and activity
Integrate Close and CRM activity tools to set assessment stage, then log booking details as a CRM note.
Closeor swap with your favorite app
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