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.
- Free forever for core features
- 14 day trial for premium features & apps
Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking
