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Add new ScheduleOnce bookings as new events in Wealthbox CRM

  1. When this happensStep 1: Scheduled Booking

  2. Then do thisStep 2: Create Event

ScheduleOnce 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 ScheduleOnce, an event will be added to match it on Wealthbox, keeping you on time no matter where you look.

Note: This Zapier integration will not import existing ScheduleOnce bookings into your Wealthbox CRM account. It will only import new ScheduleOnce bookings once the integration has been setup.

How It Works

  1. A new booking is created on ScheduleOnce
  2. Zapier adds a new event in your Wealthbox CRM account

What You Need

  • ScheduleOnce account
  • Wealthbox CRM account

Connect ScheduleOnce + Wealthbox CRM in Minutes

It's easy to connect ScheduleOnce + Wealthbox CRM and requires absolutely zero coding experience—the only limit is your own imagination.

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