1.Monitors meeting bookings
Integrate OnceHub and scheduling data to extract booking fields and booking reference to update CRM context.
Update CRM lead and log booked call for scheduled demo
Automatically monitor completed meeting bookings from OnceHub across your booking pages. Update the matching CRM lead with assigned ownership, refresh contact phone, and log the scheduled call activityβso you can avoid manual CRM entry, booking reconciliation, and follow-up delays.
How this automation updates your CRM leads
When a meeting booking is completed, leads can go unassigned and call details stay scattered. This automation enriches the lead record, updates contact info, and creates a booked call activityβso your team can follow up with the right context.
OnceHubor swap with your favorite app
2.Assigns owner to the lead
Integrate Close and CRM user lookup to map the booking owner email to a CRM user to assign owner context.
Closeor swap with your favorite app
3.Finds the matching lead
Integrate Close and lead matching tools to search by customer email, with phone or name fallback, to return the lead ID.
4.Updates the lead record
Integrate Close and CRM field mapping to populate custom fields from booking metadata to update lead records.
5.Updates contact and creates call activity
Integrate Close and activity logging tools to update contact phone and create a call activity to record the scheduled booking.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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