1.Receives completed booking payload
Integrate OnceHub and analytics tools to map booking data to contact and appointment fields.
Create lead record and log booked appointment to pipeline
Automatically monitor booking scheduled events across OnceHub and your marketing database. Create and update when qualifying bookings complete or match criteriaβso you can build contacts, assign lead owners, and log appointment activity without manual follow-up.
How this automation accelerates appointment follow-up
When completed booking events come in without automation, leads can stay unassigned and appointments get lost in inboxes. This automation maps booking data in OnceHub, filters qualifying bookings, creates or updates contacts in Ontraport, and finds and updates leads while logging appointment activityβso your team can route booked sessions fast.
OnceHubor swap with your favorite app
2.Filters qualifying bookings
Integrate Filter by Zapier and lead routing rules to continue only when booking matches your service criteria.
Filter by Zapieror swap with your favorite app
3.Creates or updates contact
Integrate Ontraport and campaign tagging tools to create or update contacts and set opt in tags.
Ontraportor swap with your favorite app
4.Finds lead by email
Integrate Close and contact enrichment tools to search leads by email and create a new lead when needed.
Closeor swap with your favorite app
5.Updates lead and logs activity
Integrate Close and activity tracking tools to update owner, add appointment notes, and create a pipeline activity.
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