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Calendly + Wealthbox CRM

Add new Calendly events to Wealthbox

  1. When this happens

    Step 1: Invitee Created

  2. Then do this

    Step 2: Create Event

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.

Note: This Zapier integration will not import existing Calendly events into your Wealthbox CRM account. It will only import new Calendly events once the integration has been setup.

How It Works

  1. A new event is created on Calendly
  2. Zapier creates a new event in Wealthbox CRM

What You Need

  • Calendly account
  • Wealthbox CRM account

Supported triggers and actions

What does this mean?
calendly logo
calendly logo
calendly logo

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.
Learn More

Related categories

  • Scheduling & Booking
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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