Integrate OnceHub with Agile CRM

Send information between OnceHub and Agile CRM automatically, without writing any code, using Zoho Flow.

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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

Build your own integrations between OnceHub and Agile CRM

Connect OnceHub and Agile CRM with over 950+ 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

Booking canceled

Triggers when a booking is canceled

Booking scheduled

Triggers when a new booking is scheduled

Booking rescheduled

Triggers when an existing booking is rescheduled

Booking canceled and reschedule requested

Triggers when a booking is canceled and reschedule requested

Booking marked as no-show

Triggers when an existing booking is marked as no-show

Booking event occurred

Triggers when the selected booking event has occurred

New Task

Triggers when a new task is created

New Ticket

Triggers when a new ticket is created

New Deal

Triggers when a new deal is created

All Actions - Actions are the automated tasks

Fetch user

Fetches the details of an existing user

Fetch contact

Fetches the details of an existing contact

Fetch booking page

Fetches the details of an existing booking page

Fetch booking

Fetches the details of an existing booking

Fetch event type

Fetches the details of an existing event type

Add note to contact

Adds a note to an existing contact

Create Deal

Creates a new deal

Create Task

Creates a task for the selected contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Add note to deal

Adds a note to an existing deal

Create Company

Creates a new company

Create Contact

Creates a new contact

Update Company

Updates the details of an existing Company based on company ID

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.

Bookings/Scheduling

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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