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.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Task

    Creates a new task.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event NameRequired

    • Host UserRequired

    • Co-hosts

    • Duration (in minutes)Required

    • Time Zone

    • Start DateRequired

    • End DateRequired

    • Location Kind

    • Location

    • Additional Location Info

    Action
    Write
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
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 moreHelp

Related categories

  • Scheduling & Booking
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier