Create Wealthbox CRM households every time new Calendly invitees are created
When a new invitee signs up through your Calendly app, this efficient workflow will immediately create a corresponding household entry on your Wealthbox CRM. This streamlines your process, ensuring that every new Calendly participant is also captured in your CRM without manual data input. Stay organized and keep your client information up-to-date with this seamless process between Calendly and Wealthbox CRM.
When a new invitee signs up through your Calendly app, this efficient workflow will immediately create a corresponding household entry on your Wealthbox CRM. This streamlines your process, ensuring that every new Calendly participant is also captured in your CRM without manual data input. Stay organized and keep your client information up-to-date with this seamless process between Calendly and Wealthbox CRM.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Household
Creates a new household.
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