In this guide, you will learn how to automate guest information transfer from Booking Calendar Contact fields to your preferred applications via a Zap.

For information on how to capture guest data in Contact Fields, please take a look at our Mapping Booking Calendar Questions to Global Fields article.

Setting up the Zap

After mapping your data in OnceHub, follow these steps to create a Zap that retrieves the correct contact when a guest interacts with you.

Step 1: Opening the Zapier pop-up

1. Navigating to Zapier Settings:
   • Click the gear icon located in the top-right corner of the page.
   • Select Zapier from the dropdown menu.
2. Initiating Zap Creation:
   • Go to the Add Zaps section.
   • Search for the application with which you want to create a Zap.

Step 2: Choosing a Template

1. A list of Zapier templates will appear below. Select the one that best fits your needs.
2. Click Add Zap to use your chosen template.

Step 3: Configuring the Trigger Step

1. Confirm the Trigger event and OnceHub account that should be used.
   • For example, you can use the Booking Lifecycle Event trigger to have the Zap trigger whenever a change to a booking is made.
2. Complete the test step to ensure the trigger functions correctly.

Step 4: Adding a New Zap Step

1. In the flowchart, click on the + (Add step) button to introduce a new step.
2. Choose OnceHub from the list of applications.

Step 5: Adding the Find Contact Action

1. Select Find Contact from the Action event dropdown.
2. Click Continue to proceed to the Configure step.
3. Select Contact email from the Find Contact by dropdown.
4. Click the + and select Contact - Email for the Value field.
5. Complete the test step to verify the action.

Step 6: Mapping Data to Your Application

1. In the Action for the destination application, proceed to its Configure step.
2. Add values to required fields by clicking the +.
   • Select Find Contact in OnceHub, to map data from the corresponding OnceHub contact fields.
   • Or Booking Scheduled in OnceHub, to map booking related data such as Meeting time.
3. Click Continue once you are done mapping data to your application.
4. Complete the test step to ensure the data is successfully sent to your application.

Step 5: Publishing the Zap

Once you are happy with your configuration, click on Publish to turn on the Zap.