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.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

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

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

calendly logo
calendly logo

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.
Learn more

Related categories

  • Scheduling & Booking
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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