Connect Oncehub to Redtailcrm like Magic
How to Use Magical to Transfer Data from Oncehub to Redtailcrm
Connect your apps with ease
Transfer Data from Oncehub to Redtailcrm: A Step-by-Step Guide
With Magical, you can transfer data from Oncehub to Redtailcrm in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Oncehub to Redtailcrm, helping you speed up response time and optimize your customer support processes.
More Oncehub integrations with Magical
What Oncehub data can you transfer
Magical enables you to transfer a wide array of data from Oncehub to Redtailcrm. Here are some examples of the information you can extract:
Client Name
Appointment Date
Meeting Type
And move more types of information by creating your own custom labels.
How to Transfer data from Oncehub to Redtailcrm using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Oncehub to Redtailcrm for more efficient customer support. Follow these steps:
Sign in to your Oncehub account and open the appointment containing the data you want to transfer, such as client information and meeting details.
In Oncehub, label the information you want to transfer with Magical, like Client Name, Email Address, or Meeting Type.
Sign in to your Redtailcrm account and open the record where you want to add the Oncehub data.
Type "//" in an empty field and select the information you want to transfer from Oncehub such as Client Name, Meeting Type, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Oncehub and Redtailcrm
Swift and efficient responses in customer support are crucial to maintaining customer satisfaction. Oncehub is a powerful scheduling platform and Redtailcrm is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. By leveraging Magical, you can easily move information from Oncehub to Redtailcrm, allowing you to focus on resolving customer issues and improving customer satisfaction.
Other ways to connect Oncehub and Redtailcrm
Using an API
An additional approach to integrate Oncehub and Redtailcrm is by directly utilizing their APIs. By integrating both APIs, you empower sales and support teams with real-time customer insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
