Calendly + Wealthbox CRM
Create new Wealthbox CRM opportunities when Calendly invitees are created
Streamline your appointment management and sales process with this convenient workflow. Whenever a new invitee is created in Calendly, an opportunity is concurrently created in Wealthbox CRM. This automated process saves you time and ensures you never miss a potential sales opportunity whenever a new meeting is scheduled. Simplify your tasks and enhance your customer relationships at the same time.
Streamline your appointment management and sales process with this convenient workflow. Whenever a new invitee is created in Calendly, an opportunity is concurrently created in Wealthbox CRM. This automated process saves you time and ensures you never miss a potential sales opportunity whenever a new meeting is scheduled. Simplify your tasks and enhance your customer relationships at the same time.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Opportunity
Creates a new opportunity.
- 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
