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Integrate OnceHub with Agile CRM
Send information between OnceHub and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create Agile CRM contacts for new bookings in ScheduleOnce
This flow creates a new contact in Agile CRM for every appointment in ScheduleOnce so your CRM is automatically updated with the details of your new clients.
How it works
1. A new booking is created in ScheduleOnce
2. Zoho Flow adds the client as a contact in Agile CRM
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Create Agile CRM contacts for new bookings in ScheduleOnce
OnceHub + Agile CRM
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Build your own integrations between OnceHub and Agile CRM
Connect OnceHub and Agile CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate OnceHub and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Booking canceled
Triggers when a booking is canceled
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Booking scheduled
Triggers when a new booking is scheduled
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Booking rescheduled
Triggers when an existing booking is rescheduled
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Booking canceled and reschedule requested
Triggers when a booking is canceled and reschedule requested
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Booking marked as no-show
Triggers when an existing booking is marked as no-show
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Booking event occurred
Triggers when the selected booking event has occurred
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New Task
Triggers when a new task is created
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New Ticket
Triggers when a new ticket is created
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New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
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Fetch user
Fetches the details of an existing user
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Fetch contact
Fetches the details of an existing contact
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Fetch booking page
Fetches the details of an existing booking page
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Fetch booking
Fetches the details of an existing booking
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Fetch event type
Fetches the details of an existing event type
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Add note to contact
Adds a note to an existing contact
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Create Deal
Creates a new deal
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Create Task
Creates a task for the selected contact
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Create Ticket
Creates a new ticket
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Create Event
Creates a new event
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Add note to deal
Adds a note to an existing deal
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Create Company
Creates a new company
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Create Contact
Creates a new contact
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Update Company
Updates the details of an existing Company based on company ID
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Update Task
Updates the details of an existing Task based on task ID
What is OnceHub?
OnceHub is meeting and appointment scheduling software. You can customize bookings, share booking pages, and maintain complete control over your schedule with an approval process.
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What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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