created by Austin Johnson
How Zapier works (57 sec)
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 2 steps …
Step 1 - Trigger
Anytime a booking scheduled is created in OnceHub
Step 2 - Action
Create activity in Redtail CRM
- 1 minute to set up
- Get back 1.2 hrs /week
- 26 people use this zap
This Zap uses the following 2 apps
OnceHubCapture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.
Redtail CRMRedtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.