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OnceHub to Wealthbox CRM
“Anytime a booking scheduled is created in OnceHub, create event in Wealthbox CRM.”
created by
Regino Corona
How Zapier works (57 sec)
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Trusted at companies large and small
This Zap works in 2 steps …
Step 1 - Trigger
Anytime a booking scheduled is created in OnceHub
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Step 2 - Action
Create event in Wealthbox CRM
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1 minute to set up
Get back 1.2 hrs /week
2 people use this zap
This Zap uses the following 2 apps
OnceHub
Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.
Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
OnceHub + Wealthbox CRM
Check out all the other ways you can connect OnceHub and Wealthbox CRM.
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