1.Captures booking canceled event
Integrate OnceHub and scheduling tools to capture the booking canceled event and pass core fields to your CRM update.
Mark cancelled bookings as closed leads in CRM
Automatically monitor booking canceled events across OnceHub and Close. Create and update when cancellation recorded, matching lead found, or cancelled stage setβso you can stop outreach, protect pipeline reporting, and avoid manual CRM cleanup without manual paperwork.
How this automation protects your cancelled pipeline
When a booking cancellation happens, missed updates can cause reps to keep reaching out and distort pipeline reporting. This automation captures the booking canceled event and finds and updates the matching lead statusβso your team can keep outreach aligned and reporting clean.
OnceHubor swap with your favorite app
2.Finds the matching lead
Integrate Close and CRM search tools to find the lead by mapped customer email and return the lead ID.
Closeor swap with your favorite app
3.Stops when no lead matches
Integrate Filter by Zapier and data validation tools to continue only when a lead ID is returned.
Filter by Zapieror swap with your favorite app
4.Updates lead to cancelled stage
Integrate Close and CRM records to set lead status to the configured cancelled stage and add a cancellation note.
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