Create new contacts in Wealthbox CRM for every new event in SavvyCal
Boost your CRM efficiency with this workflow between SavvyCal and Wealthbox. When a new event is detected in your SavvyCal schedule, a contact will be immediately added to your Wealthbox, saving you time and streamlining your client management. Stay organized, minimize manual data entry, and maximize your productivity with this SavvyCal to Wealthbox automation.
Boost your CRM efficiency with this workflow between SavvyCal and Wealthbox. When a new event is detected in your SavvyCal schedule, a contact will be immediately added to your Wealthbox, saving you time and streamlining your client management. Stay organized, minimize manual data entry, and maximize your productivity with this SavvyCal to Wealthbox automation.
- When this happens...New Event
Triggers when a new event is scheduled.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps