Microsoft Outlook + Wealthbox CRM

Create new Wealthbox CRM events from new Microsoft Outlook calendar events

Stay organized and efficient with this powerful workflow. When you create a new event in Microsoft Outlook, it will concurrently create an event in Wealthbox CRM. This ensures you are always on top of your schedule without having to manually input events in multiple places, assisting you in providing impeccable customer service. A seamless connection between your email and CRM supports your productivity and client relationships.

Stay organized and efficient with this powerful workflow. When you create a new event in Microsoft Outlook, it will concurrently create an event in Wealthbox CRM. This ensures you are always on top of your schedule without having to manually input events in multiple places, assisting you in providing impeccable customer service. A seamless connection between your email and CRM supports your productivity and client relationships.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Calendar Event

    Triggers when a new event is created in your calendar.

    TriggerScheduled
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Event

    Creates a new event.

    ActionWrite
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Supported triggers and actions

What does this mean?
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microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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Related categories

  • Calendar
  • Email
  • Microsoft

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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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