Calendly + Wealthbox CRM
Create Wealthbox CRM workflows for new Calendly invitees to streamline appointment management
Effortlessly manage new appointments in your Wealthbox CRM with this seamless integration between Calendly and Wealthbox. When an Invitee is created in your Calendly account, this automation triggers a workflow in Wealthbox, ensuring prompt event updates and enhanced organization. Save time and stay on top of your schedule with this convenient solution.
Effortlessly manage new appointments in your Wealthbox CRM with this seamless integration between Calendly and Wealthbox. When an Invitee is created in your Calendly account, this automation triggers a workflow in Wealthbox, ensuring prompt event updates and enhanced organization. Save time and stay on top of your schedule with this convenient solution.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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- 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
