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  • OnceHub logoOnceHub logo

Salesforce + OnceHub Integrations

How to connect Salesforce + OnceHub

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  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Field on Record
    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Record
    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Add Contact to Campaign
    Adds an existing contact to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Add Lead to Campaign
    Adds an existing lead to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Attachment
    Creates a new attachment (max 25MB).
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Contact
    Creates a new contact in Salesforce.
    Action
    Write
  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

  • OnceHub

    Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.

    Instant

    Trigger

  • OnceHub

    Triggers when a chatbot conversation is abandoned by a website visitor.

    Instant

    Trigger

  • OnceHub

    Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.

    Instant

    Trigger

  • OnceHub

    Triggers when a chatbot reaches out to a website visitor, prior to the website visitor's first response.

    Instant

    Trigger

  • OnceHub

    Triggers when a website visitor starts interacting with your chatbot.

    Instant

    Trigger

  • OnceHub

    Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.

    Instant

    Trigger

  • OnceHub

    Triggers when an existing booking is cancelled.

    Instant

    Trigger

  • OnceHub

    Triggers when a booking is canceled and replaced by a new booking.

    Instant

    Trigger

  • OnceHub

    Triggers when the date and time for a booking has passed.

    Instant

    Trigger

  • OnceHub

    Triggers when the status of a booking is manually changed to “No-show”.

    Instant

    Trigger

  • OnceHub

    Triggers when a booking is rescheduled.

    Instant

    Trigger

  • OnceHub

    Triggers when a new booking is scheduled.

    Instant

    Trigger

How Salesforce + OnceHub Integrations Work

  1. Step 1: Authenticate Salesforce and OnceHub.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more
oncehub logo
oncehub logo

About OnceHub

Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.
Learn more

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