Bookafy + Wealthbox CRM
Create new Bookafy customers to Wealthbox CRM as contacts
CRM applications are now providing best solutions for their clients and businesses. Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease. This Bookafy-Wealthbox CRM integration allows you to create new Bookafy customers automatically into Wealthbox CRM as contacts.
CRM applications are now providing best solutions for their clients and businesses. Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease. This Bookafy-Wealthbox CRM integration allows you to create new Bookafy customers automatically into Wealthbox CRM as contacts.
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
Include Blocker Appointments?Required
Staff User
Try ItNew Customer
Triggers when a new customer is added.
Try ItTitleRequired
DescriptionRequired
ServiceRequired
Staff UserRequired
Appointment Start TimeRequired
Appointment End TimeRequired
Is Blocker Appointment?Required
Customer NameRequired
Email
Phone
Address
City
State
Zip Code
New Comment
Triggers when a new comment is created.
Try It
