OnceHub + Wealthbox CRM
Add new OnceHub bookings as new events in Wealthbox CRM
OnceHub makes it easy to set up bookings, but they're also needed on your CRM for reference. Set up this automation, and we'll make sure they're copied over. From then on, whenever a new booking is created on OnceHub, an event will be added to match it on Wealthbox, keeping you on time no matter where you look.
OnceHub makes it easy to set up bookings, but they're also needed on your CRM for reference. Set up this automation, and we'll make sure they're copied over. From then on, whenever a new booking is created on OnceHub, an event will be added to match it on Wealthbox, keeping you on time no matter where you look.
- When this happens...Booking Scheduled
Triggers when a new booking is scheduled.
- automatically do this!Create Event
Creates a new event.
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Contact Captured
Triggers when a contact is captured
Try ItContact Updated
Triggers when a captured contact is updated
Try ItConversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
Try ItConversation Started
Triggers when a website visitor starts interacting with your chatbot.
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Contact Lifecycle Event
Triggers when a contact is captured or updated
Try ItConversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
Try ItConversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
Try ItBooking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
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