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
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
Create Agile CRM contacts for new bookings in ScheduleOnce
OnceHub + Agile CRM
Build your own integrations between OnceHub and Agile CRM
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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.
Similar apps
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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