Integrations
Integrations
Connect with your favorite tools or use our APIs for custom integrations
- Salesforce integration security [Legacy]
- Using Salesforce IDs to Identify Customers during booking [Legacy]
- Prepopulate or skip the Booking form step in Salesforce integration [Legacy]
- Using Personalized links (Salesforce ID) [Legacy]
- Introduction to Salesforce scheduling buttons [Legacy]
- Salesforce scheduling buttons for Contacts, Leads and Cases [Legacy]
- Salesforce scheduling buttons for Person Accounts [Legacy]
- Salesforce scheduling buttons for Opportunities [Legacy]
- Personalizing scheduling on landing pages with Salesforce IDs [Legacy]
- Maximizing booking rates in Salesforce Campaigns [Legacy]
- Connecting to Salesforce [Legacy]
- Configuring connector settings on a Booking page [Legacy]
- Working with Salesforce Person Accounts [Legacy]
- Salesforce Lightning Experience [Legacy]
- Connecting a Salesforce API User [Legacy]
- Connecting to a Salesforce Sandbox environment [Legacy]
- Installing the OnceHub connector for Salesforce [Legacy]
- Assigning the OnceHub permission set to the Salesforce API user [Legacy]
- Adding Custom fields to the Salesforce Activity Event Page Layout [Legacy]
- Handling required Salesforce fields in the Field validation step [Legacy]
- Mapping OnceHub fields to non-mandatory Salesforce fields [Legacy]
- Using Salesforce Workflow Rules to update fields based on OnceHub data [Legacy]
- Salesforce record creation, update, and assignment rules [Legacy]
- Supported and non-supported field types in the Salesforce integration [Legacy]
- The Salesforce Activity Event [Legacy]
- Working with Salesforce Record Types [Legacy]
- Infusionsoft integration [Legacy]
- Connecting to Infusionsoft [Legacy]
- Prepopulate/skip Booking form step in Infusionsoft integration [Legacy]
- Using Infusionsoft Contact IDs to identify Customers during booking [Legacy]
- Using Personalized links (Infusionsoft ID) [Legacy]
- Personalizing scheduling on landing pages with InfusionSoft Contact IDs [Legacy]
- Maximizing booking rates using Infusionsoft campaigns [Legacy]
- Infusionsoft Scheduling buttons [Legacy]
- Infusionsoft record classification [Legacy]
- Infusionsoft record creation, update, and assignment rules [Legacy]
- Tagging Infusionsoft Contact records with Lifecycle tags [Legacy]
- Tagging Infusionsoft Contact records with Infusionsoft tags [Legacy]
- Mapping OnceHub fields to Infusionsoft fields [Legacy]
- Embedding Infusionsoft tracking code to your Booking forms [Legacy]
- Supported and non-supported Infusionsoft field types [Legacy]
