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Integrate OnceHub with Salesforce

Appy Pie Connect allows you to automate multiple workflows between OnceHub and Salesforce

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About OnceHub

OnceHub is an end-to-end scheduling solution that makes it simple for businesses to interact with prospects and customers at every stage of the customer lifecycle.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate OnceHub + Salesforce

  • OnceHub Integration Salesforce Integration

    OnceHub + Salesforce

    Create Lead from Salesforce from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    OnceHub Integration Scheduled Booking
     
    Then do this...
    Salesforce Integration Create Lead
  • OnceHub Integration Salesforce Integration

    OnceHub + Salesforce

    Create Custom Object from Salesforce from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    OnceHub Integration Scheduled Booking
     
    Then do this...
    Salesforce Integration Create Custom Object
  • OnceHub Integration Salesforce Integration

    OnceHub + Salesforce

    Create Contact from Salesforce from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    OnceHub Integration Scheduled Booking
     
    Then do this...
    Salesforce Integration Create Contact
  • OnceHub Integration Salesforce Integration

    OnceHub + Salesforce

    Update Contact in Salesforce when Scheduled Booking is added to OnceHub Read More...
    Close
    When this happens...
    OnceHub Integration Scheduled Booking
     
    Then do this...
    Salesforce Integration Update Contact
  • OnceHub Integration Salesforce Integration

    OnceHub + Salesforce

    Update Custom Object in Salesforce when Scheduled Booking is added to OnceHub Read More...
    Close
    When this happens...
    OnceHub Integration Scheduled Booking
     
    Then do this...
    Salesforce Integration Update Custom Object
  • OnceHub Integration {{item.actionAppName}} Integration

    OnceHub + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect OnceHub + Salesforce in easier way

It's easy to connect OnceHub + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • Booking Lifecycle Event

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

  • Canceled Booking

    Triggers when a booking is canceled.

  • Completed Booking

    Triggers when a booking is completed.

  • No Show Booking

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

  • Rescheduled Booking

    Triggers when a booking is rescheduled.

  • Scheduled Booking

    Triggers when a new booking is scheduled.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How OnceHub & Salesforce Integrations Work

  1. Step 1: Choose OnceHub as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from OnceHub to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of OnceHub and Salesforce

OnceHub

OnceHub is a company started by a group of entrepreneurs to provide a cloud-based platform for sales professionals. The main service provided is to integrate Salesforce with OnceHub to help sales teams spend less time on data entry and more time closing deals. OnceHub has a number of different features that allow sales teams to work seamlessly with one another, track leads and deliver greater customer satisfaction.

Salesforce

Salesforce is a software-as-a-service (SaaS. company providing cloud-based applications for customer relationship management (CRM. and business intelligence. It was founded in 1999 but didn’t really take off until Marc Benioff took over as CEO in 2004. In 2017 it generated revenues of $10 billion. Salesforce became the first enterprise cloud company to achieve a $100 billion valuation in 2018. It has an employee population of almost 49,000 people across 120 countries.

Integration of OnceHub and Salesforce

The integration between OnceHub and Salesforce allows you to track all your leads and opportunities within the OnceHub app. This means you have up-to-date information about your customers at your fingertips, meaning you can focus more on being productive than being bogged down in administration tasks. You can also send emails, create tasks, or update accounts all from one place, saving you time and money on unnecessary processes. Salesforce is known for its quality customer support, so if you are using OnceHub to manage your customers, you will have access to the same great team behind it. If you are using Salesforce on your own already, then you can use OnceHub alongside it, meaning you do not have to invest in any new software.

Benefits of Integration of OnceHub and Salesforce

The benefits you will reap from integrating OnceHub and Salesforce include:

Customer Support – When you are using OnceHub to manage your customers, you will be able to contact salesforce directly if there are any issues with your sales or customer service team. They will be able to help fix any issues quickly, ensuring that your customers are satisfied with your services.

Features for Everyone – OnceHub works across multiple devices, therefore everyone invpved in your sales process will be able to access the same information. This will allow everyone to work better together, resulting in more efficient processes and better customer satisfaction.

Expense Tracking – One of the most frustrating things in the world is having to email receipts in for reimbursement when you are on the road. With OnceHub, you can snap a photo of your receipt and send it straight to the Expense application, meaning you will get reimbursed faster with no fuss. Plus it helps eliminate fraud which is always an advantage when it comes to finances.

The process to integrate OnceHub and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.