Automate Your OnceHub Scheduling Workflows with Integrately

Why Integrate OnceHub? From Online Booking to Automated Meeting Flows

Integrating OnceHub isn’t just about convenience; it’s about transforming a standalone scheduling tool into a significant part of your sales, marketing, and service delivery operations.

When you connect OnceHub using Integrately, specific events (i.e. triggers) inside OnceHub automatically set off actions in your other applications. You are no longer just booking a meeting; you are kicking off an entire, perfectly sequenced business process without lifting a finger.

You can either spend your day copying and pasting data between apps, or you can let automation handle the administrative work so you can focus on building relationships and running your business. The choice is clear.

Key OnceHub events you can use as triggers include:

• Scheduled Meeting: When a new meeting is booked
  
• Completed Meeting: When a meeting concludes
  
• Canceled Meeting: When a meeting is canceled by either party
  
• Rescheduled Meeting: When a meeting time is changed

Based on these triggers, Integrately can perform countless actions. Let’s explore what this looks like in practice.

Use Case 1: Perfect CRM Synchronization

The Problem: Your CRM is your source of truth, but it’s only as good as the data inside it. Manually updating contact records after every call is slow and prone to error. You forget to log a call, misspell a name, or forget to update a deal stage, and suddenly your sales pipeline is unreliable.

The Automated Solution: Instantly and perfectly sync all scheduling activity to your CRM. Imagine a prospect books a demo. Instantly, Integrately gets to work:

• Trigger: New Scheduled Meeting in OnceHub 
• Action: Integrately to find the contact in your CRM, for example Redtail, (or create them if they don’t exist), and create a new opportunity tied to their record.
• Action: A task is automatically assigned to the sales rep to “Prepare for Demo Call.”

Then, after the call:

• Trigger: Completed Meeting in OnceHub 
• Action: Integrately automatically updates the opportunity stage in Salesforce to “Demo Completed” and logs the activity.

This automation also works in the other direction, ensuring that OnceHub always reflects the latest status from your sales pipeline. For example, if a deal falls through:

• Trigger: An opportunity is marked ‘Closed Lost’ in your CRM 
• Action: Integrately automatically perform a cancel meeting in OnceHub for any of that prospect’s upcoming demos, saving your team from preparing for a meeting that will never happen and keeping your calendar accurate.

This isn’t a dream workflow; you can set it up in minutes.

Use Case 2: Supercharge Your Marketing Automation

The Problem: Someone who books a meeting is a highly qualified lead. But how do you make sure they are nurtured correctly? Manually exporting lists from OnceHub and importing them into your email marketing platform is a slow process that kills momentum.

The Automated Solution: Use booking events to trigger personalized marketing campaigns. When a prospect schedules their first meeting, they are showing clear intent. Don’t let that interest fade.

• Trigger: New Scheduled Meeting in OnceHub
• Action: Integrately automatically adds the attendee to a specific “Hot Leads” audience in Mailchimp or ActiveCampaign.
• Action: This triggers a welcome email sequence that confirms the value you provide, keeping them excited for the upcoming call.

What if they cancel? No problem. A Canceled Meeting trigger can automatically remove them from that sequence, so they don’t receive irrelevant emails.

Use Case 3: Streamline Team Communication & Project Management

The Problem: Your sales team needs to know when a big demo is booked. Your customer success team needs a heads-up when a new client has their onboarding call scheduled. Relying on forwarded emails or manual messages in Slack is messy and inefficient.

The Automated Solution: Turn booking events into real-time notifications and project tasks. Keep your entire team in the loop without clogging their inboxes.

• Trigger: New Scheduled Meeting with a VIP client (you can use filters in Integrately for this!)
  
• Action: Post an automatic, detailed notification in a specific Slack channel (e.g., #sales-wins). The message can pull in the attendee’s name, company, and meeting time.
  
• Action: Simultaneously, create a task in Asana or Trello for the account manager to prepare for the call, complete with a due date.

This ensures seamless handoffs and that everyone on the team has full visibility.

Stop Doing Busy Work. Start Automating.

You invested in OnceHub to make scheduling easier. Now, it’s time to make your entire business process easier. By integrating OnceHub with the tools you already use, you eliminate manual data entry, ensure your data is always accurate, and create a seamless experience for both your team and your customers.

Stop letting manual tasks slow you down. Your first step is to automate your most common workflow. Pick one of the use cases above and see for yourself how simple it is.

You can find ready-to-use, 1-click automations for popular OnceHub workflows, connecting it easily with hundreds of other applications. Set up your OnceHub integration with Integrately today and start automating