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.
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
OnceHub + SalesforceCreate Lead from Salesforce from Scheduled Booking to OnceHub Read More...
OnceHub + SalesforceCreate Custom Object from Salesforce from Scheduled Booking to OnceHub Read More...
OnceHub + SalesforceCreate Contact from Salesforce from Scheduled Booking to OnceHub Read More...
OnceHub + SalesforceUpdate Contact in Salesforce when Scheduled Booking is added to OnceHub Read More...
OnceHub + SalesforceUpdate Custom Object in Salesforce when Scheduled Booking is added to OnceHub Read More...
It's easy to connect OnceHub + Salesforce without coding knowledge. Start creating your own business flow.
Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.
Triggers when a booking is canceled.
Triggers when a booking is completed.
Triggers when the status of a booking is changed to No-show.
Triggers when a booking is rescheduled.
Triggers when a new booking is scheduled.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
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 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.
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.
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.