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Create note in Wealthbox CRM for new booking in OnceHub

Create note in Wealthbox CRM for new booking in OnceHub

Create a note in Wealthbox CRM whenever a new booking is scheduled in OnceHub. This ensures all relevant meeting details are documented for future reference, improving organization and follow-up efficiency.

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Overview

Create a note in Wealthbox CRM whenever a new booking is scheduled in OnceHub. This ensures all relevant meeting details are documented for future reference, improving organization and follow-up efficiency.

Create note in Wealthbox CRM for new booking in OnceHub