Skip to content
  • AddEvent logoAddEvent logo
  • Wealthbox CRM logoWealthbox CRM logo

AddEvent + Wealthbox CRM

Create events in AddEvent for new Wealthbox CRM contacts

Effortlessly stay on top of your Wealthbox CRM contacts by adding events to your calendar with this workflow. Upon creating a new contact in Wealthbox CRM, an event will be generated in AddEvent, ensuring you're always prepared for upcoming meetings and tasks without having to manually input the information. Streamline your CRM and calendar management with this seamless integration.

Effortlessly stay on top of your Wealthbox CRM contacts by adding events to your calendar with this workflow. Upon creating a new contact in Wealthbox CRM, an event will be generated in AddEvent, ensuring you're always prepared for upcoming meetings and tasks without having to manually input the information. Streamline your CRM and calendar management with this seamless integration.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    AddEventAddEvent
    Create Event

    Creates a new event on your AddEvent calendar.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
addevent logo
addevent logo

About AddEvent

AddEvent is an add to calendar service on the internet. We handle millions of events every year for businesses around the world.

Related categories

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.
Triggers & Actions