Schedule It + Wealthbox CRM
Create resources in Schedule It for new contacts in Wealthbox CRM
Effortlessly streamline your client scheduling process with this automation. When a new contact is added in Wealthbox CRM, a resource is created in Schedule It, making it seamless to arrange appointments with your clients. Save time and stay organized by letting this workflow manage your scheduling needs.
Effortlessly streamline your client scheduling process with this automation. When a new contact is added in Wealthbox CRM, a resource is created in Schedule It, making it seamless to arrange appointments with your clients. Save time and stay organized by letting this workflow manage your scheduling needs.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Resource
Creates a new resource in a group you specify.
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About Schedule It
Schedule it - A software tool which helps you schedule your resources, teams, equipment, rooms, and projects all in one place.
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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.
