Calendly + Wealthbox CRM
Create new Wealthbox CRM contacts from newly created Calendly invitees
This workflow springs into action each time a new invitee is added in your Calendly app. It then creates a new contact in your Wealthbox CRM system, enhancing your client tracking process. This handy automation greatly increases the efficiency of your client management, allowing you to focus on more important tasks.
This workflow springs into action each time a new invitee is added in your Calendly app. It then creates a new contact in your Wealthbox CRM system, enhancing your client tracking process. This handy automation greatly increases the efficiency of your client management, allowing you to focus on more important tasks.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Creates a new contact.
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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.
