Integrate Zoho CRM with OnceHub
Send information between Zoho CRM and OnceHub automatically, without writing any code, using Zoho Flow.
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Create Zoho CRM events for new bookings in ScheduleOnce
Each time a booking is created in ScheduleOnce, this flow automatically creates a corresponding event in Zoho CRM. That way, you can view the appointment details of all your clients from within your CRM.
How it works
1. A new booking is created in ScheduleOnce.
Zoho Flow executes the following tasks automatically:
1. Calculates the end time of the meeting with the start time and duration.
2. Creates an event in Zoho CRM .
3. Associates the event with the corresponding lead in Zoho CRM.
Create Zoho CRM events for new bookings in ScheduleOnce
OnceHub + Zoho CRM
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Supported triggers and actions
Integrate Zoho CRM and OnceHub using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Entry created or updated
Triggers when a record entry is created or updated
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New note
Triggers when a new note is added
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
Booking canceled
Triggers when a booking is canceled
Booking scheduled
Triggers when a new booking is scheduled
Booking rescheduled
Triggers when an existing booking is rescheduled
Booking canceled and reschedule requested
Triggers when a booking is canceled and reschedule requested
Booking marked as no-show
Triggers when an existing booking is marked as no-show
Booking event occurred
Triggers when the selected booking event has occurred
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected module
Remove tags
Removes tags from the specified record
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update module entry
Updates the specified module entry
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Add tags
Adds tags to the specified record
Raise signal
Raises a signal to Zoho CRM
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch lead
Fetches a lead by email address or unique ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Fetch user
Fetches the details of an existing user
Fetch contact
Fetches the details of an existing contact
Fetch booking page
Fetches the details of an existing booking page
Fetch booking
Fetches the details of an existing booking
Fetch event type
Fetches the details of an existing event type
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
What is OnceHub?
OnceHub is meeting and appointment scheduling software. You can customize bookings, share booking pages, and maintain complete control over your schedule with an approval process.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
