When Booking is scheduled in OnceHub > Check any condition > Create contact in Act! 365
OnceHub + Act! 365 Integration
Act! 365 + OnceHub Integration
Integrate Act! 365 to OnceHub in one click, or tell Integrately AI how you want each booking handled. Capture booking details, create contacts, search your OnceHub records, update your sales pipeline, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
New contact is created in Act! 365
Booking is scheduled in OnceHub Instant- Booking is rescheduled in OnceHub Instant
- Booking is canceled in OnceHub Instant
- Conversation is closed in OnceHub Instant
- Booking is canceled and rescheduled in OnceHub Instant
- Visitor starts a conversation with chatbot in OnceHub Instant
- Booking is completed in OnceHub Instant
- Visitor abandons conversation in OnceHub Instant
- Chatbot reaches out to visitor in OnceHub Instant
- Booking marked as No-show by visitor in OnceHub Instant
2.
- Create contact in Act! 365
- Search contact in OnceHub
Trusted by experts at...
Ready Workflows for Act! 365 + OnceHub Integration
Capture bookings, create contacts, search records, update pipelines, and trigger follow-ups, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Act! 365 + OnceHub flow
Sync your scheduling data with calendars, email tools, and team channels to keep workflows moving. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) +
Stripe (4)
Stripe (4) +
Zoom (4)
Zoom (4) O
G
A
Create a Google Calendar event for every new OnceHub booking, and add the contact in Act! 365
New OnceHub bookings appear as calendar events in Google Calendar and automatically create a contact in Act! 365, eliminating manual scheduling and data entry.
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G
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When a OnceHub booking is rescheduled, update the Google Calendar event and sync the contact in Act! 365
Rescheduled OnceHub appointments automatically update your Google Calendar and keep your Act! 365 contact records accurate and current.
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When a OnceHub booking is canceled, remove the Google Calendar event and log the status in Act! 365
Canceled OnceHub bookings instantly clear your Google Calendar and update your Act! 365 records so your schedule remains accurate.
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Use Claude to summarise OnceHub booking notes, schedule a Google Calendar follow-up, and create an Act! 365 contact
Claude analyses OnceHub booking details to schedule a structured Google Calendar follow-up and create a clean contact record in Act! 365.
Supported triggers and actions for Act! 365 and OnceHub
Mix and match to build the exact automation you need
Act! 365 Triggers & Actions
OnceHub Triggers & Actions
Instant
Booking is scheduled in OnceHub
Triggers the automation when a booking is successfully scheduled
Try it → Instant
Booking is rescheduled in OnceHub
Triggers the automation when a booking is rescheduled
Try it → Instant
Conversation is closed in OnceHub
Triggers the automation when any conversation is marked as completed
Try it → Instant
Booking is canceled and rescheduled in OnceHub
Triggers the automation when a booking is canceled and rescheduled
Try it → Instant
Visitor starts a conversation with chatbot in OnceHub
Triggers the automation when a visitor starts a conversation with the chatbot
Try it → Instant
Booking is completed in OnceHub
Triggers the automation when a booking is successfully completed
Try it → Instant
Visitor abandons conversation in OnceHub
Triggers the automation when a visitor abandons a conversation
Try it → Instant
Chatbot reaches out to visitor in OnceHub
Triggers the automation when the chatbot reaches out to visitor
Try it → Instant
Booking marked as No-show by visitor in OnceHub
Triggers the automation when a visitor fails to attend the meeting
Try it → What can you automate with Act! 365 + OnceHub?
Streamline your scheduling and CRM workflows with powerful automated triggers and actions.
📅
Sync every OnceHub booking to Act! 365 automatically
Capture every appointment scheduled in OnceHub and generate a new contact record inside Act! 365 instantly without manual data entry.
📋
Capture every submitted field and custom question
Map all custom form answers and invitee details from OnceHub straight into your Act! 365 contact fields for comprehensive profile tracking.
🔔
Notify your team the moment a booking occurs
Alert sales reps and coordinators instantly via Slack or email whenever a client schedules, reschedules, or cancels an appointment.
🔀
Route bookings based on submitted responses
Trigger different follow-up actions or assign specific CRM tags depending on the tier or answers selected during booking.
🔄
Keep contact details updated when bookings change
Automatically update existing Act! 365 records whenever a client reschedules or modifies their appointment details in OnceHub.
🔍
Search and match existing records to prevent duplicates
Verify existing records before creating new entries, ensuring your Act! 365 database remains clean and free of duplicate contacts.
✅
Handle later status changes like completions and no-shows
Trigger automated workflows when appointments are completed or marked as visitor no-shows in OnceHub.
🌐
Extend your workflow to team messaging apps
Connect your core scheduling data with Slack, Gmail, or Google Calendar to keep your entire operational stack fully coordinated.
And much more...
Who is Act! 365 + OnceHub integration for?
Sales teams, appointment coordinators, and marketing professionals who need instant booking sync and seamless CRM management.
Sales managers
Appointment coordinators
Account managers
Customer success leads
Sales representatives
CRM administrators
📈
Sales managers
You rely on accurate booking metrics to review team performance, but your pipeline reports only update when reps manually log meetings, so your numbers are always a few hours behind — with this integration, every scheduled appointment creates a contact instantly and your data stays current.
⚡
Appointment coordinators
You manage high-volume scheduling across multiple time zones, but finding out about new bookings late leads to delayed outreach — this integration means every calendar event triggers immediate contact creation and team alerts.
🤝
Account managers
You answer to clients who expect prompt follow-ups after consultations, but manual data entry causes bottlenecks — connecting these apps means booking details sync instantly to your CRM for seamless client handover.
📊
Customer success leads
You handle customer inquiries and discovery calls at scale, but high booking volumes make manual record-keeping impossible — automating both apps means every interaction is logged without human error.
💼
Sales representatives
You depend on accurate lead handoffs to start your outreach, but delays between scheduling and CRM entry stall your momentum — this integration means every new booking populates your workspace immediately.
🗂️
CRM administrators
You need a reliable, gap-free history of every prospect interaction, but manual exports leave missing records — automating both apps means your database maintains a pristine audit trail.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Act! 365 + OnceHub
Build and manage your Act! 365 + OnceHub automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Act! 365 + OnceHub with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Act! 365 + OnceHub Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Act! 365 to OnceHub?
You can connect Act! 365 to OnceHub in one click using ready-made templates on Integrately. Link your accounts, select a pre-built workflow, or use Integrately AI to customise your setup with apps like Slack and Gmail.
Can I automatically create Act! 365 contacts from OnceHub bookings?
Can I connect Act! 365, OnceHub, and Slack?
What is a good Zapier alternative for Act! 365 and OnceHub?
How does Act! 365 handle contact creation during scheduling?
How are OnceHub booking updates synced to my CRM?
Can I set up this integration without coding skills?
Is the Act! 365 and OnceHub integration free?
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