Calendly + Wealthbox CRM
Create new Wealthbox CRM tasks for every new Calendly invitee created
With this workflow, as soon as a new invitee is registered in Calendly, a task will be instantly created for them within Wealthbox CRM. This simplifies tracking your potential clients and ensures you're always ready for your scheduled appointments. No more manual task creation, let this process manage your client interactions with ease.
With this workflow, as soon as a new invitee is registered in Calendly, a task will be instantly created for them within Wealthbox CRM. This simplifies tracking your potential clients and ensures you're always ready for your scheduled appointments. No more manual task creation, let this process manage your client interactions with ease.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Task
Creates a new task.
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About Calendly
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
