Connect Espo CRM and OnceHub to Build Intelligent Automations

Choose a Trigger

Espo CRM

When this happens...

Choose an Action

OnceHub

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Runs when New Lead Is Created

Lead Status Updated

Lead Status Updated

Runs when Lead Status Updated

Booking Scheduled

Booking Scheduled

Triggers when a new booking is scheduled.

Booking Rescheduled

Booking Rescheduled

Triggers when a booking is rescheduled.

Booking No-Show

Booking No-Show

Triggers when the status of a booking is manually changed to “No-show”.

Booking Canceled

Booking Canceled

Triggers when an existing booking is cancelled.

Do thisActions

Action is the task that follows automatically within your Espo CRM integrations.

Create Lead

Create Lead

Create a new lead using contact and address details.

Get Lead

Get Lead

Fetches Lead details by an ID.

Update Lead

Update Lead

Update lead details.

Find Leads by Text Filter

Find Leads by Text Filter

Find leads that match a text filter.

Find Contact

Find Contact

Find Contact in your oncehub account.

List Bookings

List Bookings

Get a list all bookings in the account.

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Frequently Asked Questions

How do I start an integration between Espo CRM and OnceHub?

To start, connect both your Espo CRM and OnceHub accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in OnceHub (or vice versa).

Can we customize how data from Espo CRM is recorded in OnceHub?

Absolutely. You can customize how Espo CRM data is recorded in OnceHub. This includes choosing which data fields go into which fields of OnceHub, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Espo CRM and OnceHub?

The data sync between Espo CRM and OnceHub typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Espo CRM to OnceHub?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Espo CRM and OnceHub?

Yes, you can set conditional logic to control the flow of data between Espo CRM and OnceHub. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Espo CRM

About Espo CRM

Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.

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OnceHub

About OnceHub

Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.

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