Integrate OnceHub with Salesforce
Appy Pie Connect allows you to automate multiple workflows between OnceHub and Salesforce
- No code
- No Credit Card
- Lightning Fast Setup
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 IntegrationsLooking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives
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Best ways to Integrate OnceHub + Salesforce
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OnceHub + Salesforce
Create Lead from Salesforce from Scheduled Booking to OnceHub Read More...When this happens...
Scheduled Booking
Then do this...
Create Lead
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OnceHub + Salesforce
Create Custom Object from Salesforce from Scheduled Booking to OnceHub Read More...When this happens...
Scheduled Booking
Then do this...
Create Custom Object
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OnceHub + Salesforce
Create Contact from Salesforce from Scheduled Booking to OnceHub Read More...When this happens...
Scheduled Booking
Then do this...
Create Contact
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OnceHub + Salesforce
Update Contact in Salesforce when Scheduled Booking is added to OnceHub Read More...When this happens...
Scheduled Booking
Then do this...
Update Contact
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OnceHub + Salesforce
Update Custom Object in Salesforce when Scheduled Booking is added to OnceHub Read More...When this happens...
Scheduled Booking
Then do this...
Update Custom Object
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect OnceHub + Salesforce without coding knowledge. Start creating your own business flow.
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Booking Lifecycle Event
Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.
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Canceled Booking
Triggers when a booking is canceled.
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Completed Booking
Triggers when a booking is completed.
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No Show Booking
Triggers when the status of a booking is changed to No-show.
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Rescheduled Booking
Triggers when a booking is rescheduled.
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Scheduled Booking
Triggers when a new booking is scheduled.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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How OnceHub & Salesforce Integrations Work
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Step 1: Choose OnceHub as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Salesforce as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from OnceHub to Salesforce.
(2 minutes)
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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.
