OnceHub + Wealthbox CRM
Create new contacts in Wealthbox CRM when bookings are scheduled in OnceHub
Make your client relationship management more efficient with this workflow. Whenever a new booking is scheduled in OnceHub, this automation will create a new contact in Wealthbox CRM. This seamless connection ensures your client information stays up-to-date, allowing you to manage your bookings and contacts smoothly and effectively. Benefit from enhanced client management and never miss a new booking again.
Make your client relationship management more efficient with this workflow. Whenever a new booking is scheduled in OnceHub, this automation will create a new contact in Wealthbox CRM. This seamless connection ensures your client information stays up-to-date, allowing you to manage your bookings and contacts smoothly and effectively. Benefit from enhanced client management and never miss a new booking again.
- When this happens...Booking Scheduled
Triggers when a new booking is scheduled.
- automatically do this!Create Contact
Creates a new contact.
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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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