1.Monitor scheduled booking events
Integrate OnceHub, booking schedulers, and metadata mapping to capture new booking details for CRM activity logging.
Create upsell call record and update CRM lead
Automatically catch scheduled booking events across OnceHub and Close to keep CRM activity up to date. Create and update records when booking created, skills evaluation completed, or reflection booking scheduledβso you can create leads, schedule call activities, and log bookings without manual logging.
How this automation creates clear call history in your CRM
When scheduled booking metadata lands without a consistent CRM workflow, leads and call history stay incomplete and reps lose context. This automation creates or updates leads and opportunities and appends call booking detailsβso your team can build complete activity logs.
OnceHubor swap with your favorite app
2.Find or create lead record
Integrate Close and contact matching tools to search by email and phone and to create or update the CRM lead.
Closeor swap with your favorite app
3.Create or update upsell activity
Integrate Close and CRM activity fields to create or update the opportunity and scheduled call activity details.
4.Lookup rep and assign owner
Integrate Airtable and sales rep directories to map booking owner to the right CRM user for assignment.
Airtableor swap with your favorite app
5.Append booking to call worksheet
Integrate Google Sheets and reporting logs to append lead id, contact info, scheduled time, and timestamps for visibility.
Google Sheetsor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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