Create new investor record in Podio from relevant OnceHub bookings
Create new investor record in Podio from relevant OnceHub bookings
Create a new record for potential investors in Podio when a booking is scheduled in OnceHub. This ensures only relevant bookings are processed, leading to faster onboarding and improved management of investment inquiries.
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Overview
Create a new record for potential investors in Podio when a booking is scheduled in OnceHub. This ensures only relevant bookings are processed, leading to faster onboarding and improved management of investment inquiries.