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  • OnceHub logoOnceHub logo
  • Wealthbox CRM logoWealthbox CRM logo

OnceHub + Wealthbox CRM

Create notes in Wealthbox CRM for new scheduled bookings in OnceHub

Ensure every new booking in OnceHub is well-documented with this workflow. When a new booking is scheduled in OnceHub, a note detailing the event is immediately created in Wealthbox CRM. This makes it easy to track customer interactions and manage vital data in one place, streamlining your CRM process for improved efficiency and organization.

Ensure every new booking in OnceHub is well-documented with this workflow. When a new booking is scheduled in OnceHub, a note detailing the event is immediately created in Wealthbox CRM. This makes it easy to track customer interactions and manage vital data in one place, streamlining your CRM process for improved efficiency and organization.

  1. When this happens...
    OnceHubOnceHub
    Booking Scheduled

    Triggers when a new booking is scheduled.

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

oncehub logo
oncehub logo

About OnceHub

Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.

Related categories

wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Triggers & Actions