Salesforce

Use Salesforce with OnceHub

Capture contacts and keep all records of your interactions accurate and up to date

Integration type

  • Native

Available on

  • All paid plans

Use cases

  • CRMs and marketing automation

Related resources

Salesforce is a cloud-based customer relationship management (CRM) platform that offers a suite of tools and services to help businesses manage their sales, marketing, customer service, and more. Salesforce’s goals are to help businesses build stronger relationships with their customers, streamline processes, and drive growth and innovation. No wonder it’s such a hit with many OnceHub users.

It’s important that CRMs like Salesforce always hold the most accurate and up-to-date data on prospects and customers. So, when your customers and prospects interface with OnceHub on your website or booking page – by engaging with a chatbot, answering lead qualification and routing questions, booking appointments, or accepting an invitation to jump on a live call – you’ll want that information updated on Salesforce reliably and securely. Our native integration ensures just that.

Benefits of using OnceHub with Salesforce

Automatic updating of contacts

Maintain accurate records across your most important tools by automatically updating Salesforce with contacts and qualifying leads captured through OnceHub.

Automatic updating of activities

You can also seamlessly update Salesforce with information on new or updated bookings, activities like live chats and instant calls, or answers to lead qualification and routing questions.

Unified customer view

Enjoy a 360-degree view of the customer by combining CRM, appointment, and live engagement data. It will improve your analysis of their interests and behavior and help deliver a better service.

Streamlined workflows

You’ll save time on administrative tasks and boost your team’s effectiveness and efficiency by integrating scheduling and related data seamlessly into existing CRM workflows.

Nice and simple

Scheduling appointments with OnceHub is quick, easy, and eliminates the tedious back and forth associated with finding a time that works for everyone. Now, meetings can be set up in seconds and start on time, with no initial technical set up required.

Salesforce integration through Zapier

OnceHub offers a native Salesforce connection to sync contact and activity data, but you can also choose to integrate using Zapier for a range of additional use cases.

Go to Zapier

How our customers see it

Connect with even more tools

Create seamless experiences with a range of third-party integrations

back to top