Freshsales classic + OnceHub Integration

Connect Freshsales classic to OnceHub - Automate your workflows in 1-click

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OnceHub + Freshsales classic Integration

Create Freshsales classic deal for new OnceHub booking

In your business, you may need to track when someone is invited to an booking. You can do this by creating a deal in Freshsales classic.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an booking is created in OnceHub, it will trigger a corresponding deal creation in Freshsales classic.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Freshsales classic + OnceHub Integration
1.
  • Freshsales classic
    Lead is created in Freshsales classic
  • Freshsales classic
    Lead is updated in Freshsales classic
  • Freshsales classic
    Deal is created in Freshsales classic
  • Freshsales classic
    Deal is updated in Freshsales classic
  • Freshsales classic
    Contact is created in Freshsales classic
  • Freshsales classic
    Contact is updated in Freshsales classic
  • Freshsales classic
    Account is created in Freshsales classic
  • Freshsales classic
    Account is updated in Freshsales classic
  • OnceHub
    Booking is scheduled in OnceHub Instant
  • OnceHub
    Booking is rescheduled in OnceHub Instant
  • OnceHub
    Booking is canceled in OnceHub Instant
  • OnceHub
    Conversation is closed in OnceHub Instant
  • OnceHub
    Booking is canceled and rescheduled in OnceHub Instant
  • OnceHub
    Visitor starts a conversation with chatbot in OnceHub Instant
  • OnceHub
    Booking is completed in OnceHub Instant
  • OnceHub
    Visitor abandons conversation in OnceHub Instant
  • OnceHub
    Chatbot reaches out to visitor in OnceHub Instant
  • OnceHub
    Visitor sets the completed booking to No-show in OnceHub Instant
2.
  • Freshsales classic
    Create lead in Freshsales classic
  • Freshsales classic
    Search lead in Freshsales classic
  • Freshsales classic
    Update lead in Freshsales classic
  • Freshsales classic
    Lead convert in Freshsales classic
  • Freshsales classic
    Add note to lead in Freshsales classic
  • Freshsales classic
    Create task for lead in Freshsales classic
  • Freshsales classic
    Create contact in Freshsales classic
  • Freshsales classic
    Update contact in Freshsales classic
  • Freshsales classic
    Search contact in Freshsales classic
  • Freshsales classic
    Add note to contact in Freshsales classic
  • Freshsales classic
    Create task for contact in Freshsales classic
  • Freshsales classic
    Create deal in Freshsales classic
  • Freshsales classic
    Search deal in Freshsales classic
  • Freshsales classic
    Add note to deal in Freshsales classic
  • Freshsales classic
    Create task for deal in Freshsales classic
  • Freshsales classic
    Create account in Freshsales classic
  • Freshsales classic
    Search account in Freshsales classic
  • Freshsales classic
    Create task for account in Freshsales classic
  • Freshsales classic
    Add note to account in Freshsales classic
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