1.Detect rescheduled bookings
Integrate OnceHub, booking sources, and scheduling systems to watch for rescheduled bookings and trigger CRM activity logging.
Create reschedule activity record in CRM for leads
Automatically monitor booking rescheduled events across OnceHub and Close. Create and update reschedule activity records when bookings are rescheduled and pass your configured booking source checksβso you can log call context, assign the right owner, and keep lead timelines current without manual activity logging.
How this automation records rescheduled activity for your leads
When bookings are rescheduled but activity is not updated, reps miss the latest call context. This automation filters valid reschedules, finds the right owner and lead, and creates a custom CRM activityβso your team can respond faster.
OnceHubor swap with your favorite app
2.Filter valid reschedule events
Integrate Filter by Zapier, booking status rules, and booking page checks to continue only for valid reschedules.
Filter by Zapieror swap with your favorite app
3.Find booking owner in CRM
Integrate Close, CRM contact lookups, and user records to identify the assigned owner for the activity.
Closeor swap with your favorite app
4.Match lead by customer contact
Integrate Close, CRM lead search, and lead creation flows to find the lead and create one if needed.
5.Create and link reschedule activity
Integrate Close, CRM activity types, and lead association tools to create a rescheduled call activity on the lead.
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