Create new event in Wealthbox CRM for each new booking in OnceHub, and add customer note
Create new event in Wealthbox CRM for each new booking in OnceHub, and add customer note
Create new events in Wealthbox CRM whenever a booking is scheduled in OnceHub. Capture all relevant customer information and add notes for clearer reporting and improved customer engagement.
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Overview
Create new events in Wealthbox CRM whenever a booking is scheduled in OnceHub. Capture all relevant customer information and add notes for clearer reporting and improved customer engagement.