OnceHub + Salesforce Essentials
Schedule bookings in OnceHub to create new records in Salesforce Essentials
Boost your productivity with this dynamic workflow that seamlessly bridges the gap between OnceHub and Salesforce Essentials. Whenever a new booking is scheduled in OnceHub, a corresponding record is promptly created in Salesforce Essentials. This ensures that your business operations stay coordinated, reducing manual data entry and improving efficiency. Perfect for businesses seeking a streamlined, automated way to maintain their sales records.
Boost your productivity with this dynamic workflow that seamlessly bridges the gap between OnceHub and Salesforce Essentials. Whenever a new booking is scheduled in OnceHub, a corresponding record is promptly created in Salesforce Essentials. This ensures that your business operations stay coordinated, reducing manual data entry and improving efficiency. Perfect for businesses seeking a streamlined, automated way to maintain their sales records.
- When this happens...Booking Scheduled
Triggers when a new booking is scheduled.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
Contact Captured
Triggers when a contact is captured
Try ItContact Updated
Triggers when a captured contact is updated
Try ItConversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
Try ItConversation Started
Triggers when a website visitor starts interacting with your chatbot.
Try It
Contact Lifecycle Event
Triggers when a contact is captured or updated
Try ItConversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
Try ItConversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
Try ItBooking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Try It
