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.
ScheduleOnce is an end-to-end solution for scheduling with prospects and customers through all phases of the customer lifecycle.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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