How to connect Salesforce + OnceHub
Zapier lets you send info between Salesforce and OnceHub automatically—no code required.
Popular Salesforce + OnceHub workflows
Create Salesforce events from new OnceHub bookings
Create Salesforce events from new OnceHub bookingsPremiumCreate Salesforce tasks from new OnceHub bookings
Create Salesforce tasks from new OnceHub bookingsPremiumCreate Salesforce leads from new OnceHub bookings
Create Salesforce leads from new OnceHub bookingsPremiumCreate Salesforce contacts from new OnceHub bookings
Create Salesforce contacts from new OnceHub bookingsPremium
Connect your apps and automate workflows
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- New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger
- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers 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
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- 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
- Step 1: Authenticate Salesforce and OnceHub.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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