Create tasks in Wealthbox CRM for new matching events in Google Calendar
With this workflow, you can streamline your task management in Wealthbox CRM every time a new event pops up in Google Calendar. Upon discovering a new event that matches your search criteria, this process sets up a corresponding task in Wealthbox CRM. A solid solution to ensure your CRM tasks and calendar events are up-to-date and well-coordinated, enabling you to focus more on accomplishing your tasks rather than organizing them.
With this workflow, you can streamline your task management in Wealthbox CRM every time a new event pops up in Google Calendar. Upon discovering a new event that matches your search criteria, this process sets up a corresponding task in Wealthbox CRM. A solid solution to ensure your CRM tasks and calendar events are up-to-date and well-coordinated, enabling you to focus more on accomplishing your tasks rather than organizing them.
- When this happens...New Event Matching Search
Triggers when an event is created that matches a search.
- automatically do this!Create Task
Creates a new task.
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