Smooth and Reliable Integrations
With Your Work Environment
Quick and simple integrations with your productivity suite
and customer management systems
Integrations That Work in-Tandem With Your Productivity Tools
- Connect OnceHub to your calendar (Google, Office 365, Exchange, iCloud) to keep meetings updated
- Connect Zoom, Google Meet, Microsoft Teams, GoTo Meeting, and Webex with your OnceHub account for automated conferencing links in calendar events and notifications
- Connect your Office 365 or Google workspace email to send guest notifications from your mailbox
- Connect OnceHub to your productivity suite’s room directory for automatic room reservations
Native Integrations That Connect With Your CRM
- Keep your contacts and meeting activity up to date with OnceHub’s native integrations for HubSpot and Salesforce
- Automatically update or create new contacts in your CRM via OnceHub
- Ensure all events are accurate and up-to-date by syncing meeting details and scheduling activities like cancellations and reschedules
- Merge CRM and OnceHub data for a comprehensive customer view
- Integrate scheduling into your CRM to save time and boost team efficiency
Zapier Workflow Integrations That Connect With Thousands of Apps
- Use OnceHub triggers in Zapier to automatically send meeting and contact data to your apps by configuring events that track scheduled meetings, reschedules, and cancellations
- Keep your internal contact and meeting records up to date by integrating OnceHub with Google Sheets
- Integrate OnceHub with your Redtail or Wealthbox CRM to automatically add a new activity when a booking is created on OnceHub
- Connect OnceHub with ActiveCampain or Mailchimp to automatically create a new subscriber with each new booking
Infuse Your Apps and AI Agents With Scheduling Capabilities Using OnceHub API
Powerful API features for scheduling integration
- Manage and create bookings in OnceHub, including scheduling, rescheduling, and marking no-shows
- Automate contact field population by integrating OnceHub with your client-facing forms
- Sync booking and conversation updates automatically with third-party services using OnceHub webhooks
- Export user, team, and contact information from your OnceHub account
API use cases and capabilities
- Add full scheduling capabilities to your apps and AI agents
- Integrate scheduling features into your marketing and sales campaigns
- Develop custom CRM integrations and integrate scheduling event triggers into your customer workflows
- Generate single-use scheduling links to allow visitors to schedule only one meeting per query
- Automatically create analyses and reports on all scheduling related activity
Actionable Data to Optimize Your Operations
A people-friendly analytics and contact management dashboard that helps you
monitor, analyze, and improve your booking processes
Activity Tracking That Ensures You’re Always Prepared
- Track your team’s booking activity by setting up custom alerts. Choose an event, specify whether to track it by booking calendar or team member, and define the recipients of each alert
- Centralize and manage all meeting activity data, including viewing, filtering, exporting, conversation history, contact details, hosts, and guests
- Manage bookings by easily reassigning, rescheduling, or canceling via the OnceHub Activity Stream or connected calendars, including sending reschedule requests to guests
Meeting Analytics Dashboard for Fast and Powerful Insights
- Find out how many meetings you landed within a specific time period and via which booking page
- Monitor meeting distribution to make sure you know how busy your team members are by viewing their scheduled meetings and workload
- Analyze booking processes to keep track of page engagement as well as number of cancelations, rescheduling, and no shows
Insightful Campaign Performance and Chatbot Engagement Tracking
- Track campaign performance across booking, routing form, and chatbot pages using UTM tags for attribution
- Monitor your scheduling chatbot’s performance by integrating chat events with Google Analytics or any other analytics platform
User and Team Management
- Manage account access with four distinct roles designed to give you comprehensive control and balance functionality and data privacy. Assign an account manager, administrator, team managers, and members
- Allow team managers to operate independently within their scope of responsibility by managing team settings and activities.
- Ensure data privacy and accountability by restricting members to their own data, allowing them to edit only booking calendars, forms, and chatbots they create
Contact Management That Keeps Your Data up to Date
- Add custom fields to your contact data and collect the corresponding data via booking forms, routing forms or chatbots
- Send contact data to downstream systems via native integrations, Zapier or our APIs
- Track, save, and export all your interactions with contacts who scheduled with you
- Automatically assign a status to every contact based on their activity history
Advanced Compliance and Security Measures
That Keep Your Data Safe
Protect your business with industry-leading security and compliance standards designed for regulated industries and companies with the highest information security needs
Compliance
- Rely on our compliance with the highest industry standards for data protection, including GDPR, FINRA, HIPAA (including BAA agreements), FERPA, PCI DSS Level I, TX-RAMP Level II, and SOC2
- Streamline email communication, record keeping, and compliance by sending guest email notifications from a corporate account, automatically saving a copy of all messages
- Ensure consent with built-in cookie policies and permission requests at the start of every AI chat
Security
- Trust us to secure your data with encrypted storage, AI-driven threat detection, regular penetration testing, and hosting on secure Microsoft Azure and AWS data centers with 24/7 physical security
- Protect your account with two-factor authentication (2FA) via email, SMS, or authenticator apps
- Simplify secure access with single sign-on (SSO) authentication
- Set custom security policies, including session controls, account lockout, and password complexity rules
- Prevent booking spam with invisible CAPTCHA, blocking bots from targeting your booking pages
- Establish a single corporate calendar connection with a secure access point, eliminating the need to request individual credentials from users