SavvyCal + Wealthbox CRM

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.

  1. When this happens...
    SavvyCalSavvyCal
    New Event

    Triggers when a new event is scheduled.

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

savvycal logo
savvycal logo

About SavvyCal

SavvyCal is scheduling software that makes it easy for both parties to find the best time to meet.
Learn more

Related categories

  • Scheduling & Booking
wealthbox logo
wealthbox logo

About Wealthbox CRM

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

Related categories

  • CRM (Customer Relationship Management)

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