Calendly + Wealthbox CRM
Add new Calendly events to Wealthbox
Leverage the convenience of allowing your clients to schedule appointments using Calendly, while continuing to manage all of your client's events on Wealthbox CRM. Once setup, this integration will automatically add a new Wealthbox CRM event for every new Calendly event, making sure you always have complete visibility.
Leverage the convenience of allowing your clients to schedule appointments using Calendly, while continuing to manage all of your client's events on Wealthbox CRM. Once setup, this integration will automatically add a new Wealthbox CRM event for every new Calendly event, making sure you always have complete visibility.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Event
Creates a new event.
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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.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
