Disconnecting OnceHub (collecting payments from Customers). Automatic refunds via OnceHub (collecting payments from Customers). Manual refund via OnceHub (collecting payments from Customers). Customizing invoice settings (collecting payments from Customers). Customizing currency settings (collecting payments from Customers). Customizing refund settings (collecting payments from Customers). Customizing payment settings (collecting payments from Customers). Allowing automatic billing (collecting payments from Customers). Granting permissions to OnceHub (collecting payments from Customers). Connecting OnceHub to PayPal (collecting payments from Customers). The OnceHub connector for PayPal (collecting payments from Customers). Payment integration throughout the booking lifecycle (collecting payments from Customers). Mapping of OnceHub fields to Zapier triggers. OnceHub composite fields available in Zapier. Tips for integrating OnceHub with help desk apps. Tips for integrating OnceHub with online forms apps. Tips for integrating OnceHub with invoicing apps. Tips for integrating OnceHub with time tracking apps. 
Tips for integrating OnceHub with productivity apps. Maximizing booking rates using MailChimp and Zapier. Tips for integrating OnceHub with email marketing apps. Tips for integrating OnceHub with marketing automation apps. Tips for integrating OnceHub with CRM apps. How to add a Filter step to a Zap in Zapier. How to create a Zap from scratch in Zapier. How to create a Zap using OnceHub as a Trigger. Triggering Zaps from pages not under your ownership. Supported and non-supported field types in the Salesforce integration. Salesforce record creation, update, and assignment rules. Using Salesforce Workflow Rules to update fields based on OnceHub data. Mapping OnceHub fields to non-mandatory Salesforce fields. Handling required Salesforce fields in the Field validation step. Adding Custom fields to the Salesforce Activity Event Page Layout. How to assign the OnceHub permission set to the Salesforce API user. How to install the OnceHub connector for Salesforce. Connecting OnceHub to a Salesforce Sandbox environment. Working with Salesforce Person Accounts. Configuring Salesforce connector settings on a Booking page. How to maximise booking rates in Salesforce Campaigns. Using Salesforce Record IDs to personalize scheduling on landing pages. Salesforce scheduling buttons for Opportunities. Salesforce scheduling buttons for Person Accounts. Salesforce scheduling buttons for Contacts, Leads and Cases. Introduction to Salesforce scheduling buttons. Using Personalized links (Salesforce ID). 
Prepopulating or skipping the Booking form step in Salesforce integration.Using Salesforce Record IDs to identify Customers during the booking process.
0 kommentar(er)
