Calendly + Wealthbox CRM
Create Wealthbox CRM contacts from new invitees created in Calendly
This integration creates Wealthbox CRM contacts from new invitees created in Calendly.
This integration creates Wealthbox CRM contacts from new invitees created in Calendly.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
SearchRequired
Free Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Mark Invitee as No Show
Marks a specific invitee as a no show.
New Comment
Triggers when a new comment is created.
Try It
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.
Related categories
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
