How to Automate OnceHub to Wealthbox with Zapier for Financial Advisory Firms ⚡️ скачать в хорошем качестве

How to Automate OnceHub to Wealthbox with Zapier for Financial Advisory Firms ⚡️

Jeff from Advisor Tech Partners shows how advisory firms can automate their meeting scheduling from OnceHub directly into Wealthbox using Zapier. This walkthrough is designed for advisors looking to reduce manual entry, improve compliance, and streamline workflows by automatically linking client meetings to Wealthbox events. Jeff covers the entire process, including: ➤ Setting Zapier to trigger when a OnceHub meeting is scheduled ➤ Filtering for specific meeting types like Annual Reviews ➤ Using custom code to convert booking time into ISO calendar format ➤ Automatically locating the contact in Wealthbox using email ➤ Creating and categorizing the event with start and end times for reporting This is perfect for any advisory firm that uses OnceHub and Wealthbox and wants to automate client meeting workflows without sacrificing compliance or tracking. 📅 Schedule an Introductory Call: https://app.greminders.com/t/2c5bbdd2... ⚡️Get your Free Zapier Template here: https://www.advisortechpartners.com/z... 📥 Download the CRM Mastery Guide here: https://www.advisortechpartners.com/f... All Services & Pricing👇 👉 CRM Efficiency Scorecard https://www.advisortechpartners.com/c... 👉 CRM Customizations Setup https://www.advisortechpartners.com/c... 👉 Zapier Consulting for Financial Advisors https://www.advisortechpartners.com/z... 👉 Workflow Consulting for Financial Advisors https://www.advisortechpartners.com/w... 👉 Service Model Automation https://www.advisortechpartners.com/s... 👉 Ongoing Automation & CRM Plans https://www.advisortechpartners.com/o... Contact us: Website: https://www.advisortechpartners.com/ Email us: Team@AdvisorTechPartners.com Follow Advisor Tech Partners on LinkedIn:   / advisor-tech-partners