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.
Selecting Search Directory will list people in your Global Address List (GAL) first. Click on Share in the menu bar then select the Calendar you want to share.īegin typing in the name of the person you want to share the calendar with. To share a calendar using Outlook on the web, log into Outlook on the web and open the Calendar module. The error occurred because the autocomplete entries that came up as you type the recipient's names was their SMTP email addresses, not resolved to their GAL entry, and Outlook thinks they are external addresses and your policy does not allow Calendar shares to be sent to external addresses. If the problem is on the Outlook side (and not a policy issue), delete the autocomplete entry for each recipient then select the recipients from the Global Address List (GAL). If you are unable to share it using the permission level you desire, you will need to speak to your Exchange administrator. If you can share it using Outlook on the web, the policy settings themselves are correct. Please select another permission level and send the sharing invite again. Policy does not allow granting permissions at this level to one or more recipients.
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