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Apptoto + Wealthbox CRM Integrations

How to connect Apptoto + Wealthbox CRM

Zapier lets you send info between Apptoto and Wealthbox CRM automatically—no code required.

When this happens...
ApptotoApptoto
Appointment Scheduled

Triggers when an appointment is scheduled through an Apptoto Booking Page

automatically do this!
Wealthbox CRMWealthbox CRM
Add Member to Household

Adds a new family member to a household.

Supported triggers and actions

What does this mean?

How Apptoto + Wealthbox CRM Integrations Work

  1. Step 1: Authenticate Apptoto + Wealthbox CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
apptoto logo
apptoto logo
apptoto logo

About Apptoto

For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online scheduling

Related categories

  • Calendar
wealthbox logo
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

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