OnceHub + Wealthbox CRM

Create new contacts in Wealthbox CRM when bookings are scheduled in OnceHub

Make your client relationship management more efficient with this workflow. Whenever a new booking is scheduled in OnceHub, this automation will create a new contact in Wealthbox CRM. This seamless connection ensures your client information stays up-to-date, allowing you to manage your bookings and contacts smoothly and effectively. Benefit from enhanced client management and never miss a new booking again.

Make your client relationship management more efficient with this workflow. Whenever a new booking is scheduled in OnceHub, this automation will create a new contact in Wealthbox CRM. This seamless connection ensures your client information stays up-to-date, allowing you to manage your bookings and contacts smoothly and effectively. Benefit from enhanced client management and never miss a new booking again.

  1. When this happens...
    OnceHubOnceHub
    Booking Scheduled

    Triggers when a new booking is scheduled.

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
oncehub logo
oncehub logo

About OnceHub

Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.
Learn more

Related categories

  • Scheduling & Booking

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wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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