To begin using HubSpot or Salesforce with OnceHub, you’ll need to integrate your CRM by following these steps:
Click the gear icon in the top-right corner, then select CRM.
Choose the CRM you want to connect (HubSpot or Salesforce).
Click Connect and follow the instructions in the pop-up to complete the integration process.
Once your CRM is successfully integrated, you can map OnceHub fields to your CRM to ensure seamless synchronization of booking data.
How to Map OnceHub Fields to Your CRM
From the CRM section, you can set up the mapping of OnceHub fields to the corresponding fields in HubSpot or Salesforce.
Proper mapping ensures that booking data is transferred seamlessly into your CRM, keeping your records accurate and up to date.
For more detailed instructions on configuring the settings specific to your CRM, expand the sections below for HubSpot or Salesforce.
Mapping OnceHub fields to HubSpot.
Contacts
In the Contacts Tab, use the dropdown menus to map OnceHub Contact fields to the corresponding HubSpot Contact fields.
Add fields by clicking the + Add Mapping icon.
Remove fields by clicking the X icon next to the field you want to delete.
If you want to map responses collected from Booking Calendar Booking Forms, you’ll need to first map them to a Contact field. See here for more details.
Meetings
In the Meetings tab you will see to which fields the details from any meeting made in Booking Calendars is mapped to.
Mapping OnceHub fields to Salesforce
Contacts and Leads
In the Contacts and Leads Tabs you can use the dropdown fields to map the OnceHub Contact fields to the relevant Salesforce fields.
Add fields by clicking the + Add Mapping icon.
Remove fields by clicking the X icon next to the field you want to delete.
If you want to map responses collected from Booking Calendar Booking Forms, you’ll need to first map them to a Contact field. See here for more details.
Events
In the Events Tab, you can view the Salesforce fields where details from meetings scheduled through Booking Calendars are mapped.
You can add fields by clicking the + Add Mapping icon or remove them using the X icon.
