Create blocked off times in Sign In Scheduling for new Wealthbox CRM contacts
Easily manage your calendar by instantly blocking off time in your Sign In Scheduling app when you add a new contact in Wealthbox CRM. This seamless workflow ensures you are always up-to-date with your appointments and prioritizes your time with your clients. Stay organized and efficient with this simple automation.
Easily manage your calendar by instantly blocking off time in your Sign In Scheduling app when you add a new contact in Wealthbox CRM. This seamless workflow ensures you are always up-to-date with your appointments and prioritizes your time with your clients. Stay organized and efficient with this simple automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Blocked Off Time
Block off a new range of time in your diary.
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