Calendly + Wealthbox CRM
Create new Wealthbox CRM tasks for every new Calendly invitee created
With this workflow, as soon as a new invitee is registered in Calendly, a task will be instantly created for them within Wealthbox CRM. This simplifies tracking your potential clients and ensures you're always ready for your scheduled appointments. No more manual task creation, let this process manage your client interactions with ease.
With this workflow, as soon as a new invitee is registered in Calendly, a task will be instantly created for them within Wealthbox CRM. This simplifies tracking your potential clients and ensures you're always ready for your scheduled appointments. No more manual task creation, let this process manage your client interactions with ease.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Task
Creates a new task.
- 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
