Create Teamup Calendar events for new Wealthbox CRM contacts
Effortlessly manage your client relationships and event schedule with this simple workflow between Wealthbox CRM and Teamup Calendar. Whenever a new contact is added in Wealthbox CRM, an event will be created in your Teamup Calendar, ensuring that all essential meetings and tasks related to your clients are organized and easily accessible. Spend less time on manual input and focus on growing your business with this efficient automation.
Effortlessly manage your client relationships and event schedule with this simple workflow between Wealthbox CRM and Teamup Calendar. Whenever a new contact is added in Wealthbox CRM, an event will be created in your Teamup Calendar, ensuring that all essential meetings and tasks related to your clients are organized and easily accessible. Spend less time on manual input and focus on growing your business with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Event
Create an event by defining each field.
- Free forever for core features
- 14 day trial for premium features & apps