Wealthbox CRM

Wealthbox CRM + YouCanBook.Me Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Wealthbox CRM and YouCanBook.Me, with as many as 37 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Wealthbox CRM + YouCanBook.Me and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Task

Triggers when a new task is created.

Create Contact

Creates a new contact.

New Event

Triggers when a new event is created.

Create Event

Creates a new event.

New Contact

Triggers when a new contact is created.

Create Task

Creates a new task.

New Booking

Fires every time someone makes a booking with you through YouCanBook.Me

Create Voucher

Issue a voucher or coupon for one of your profiles. Trigger this action with the correct code whenever you sell a booking voucher to someone. If you have set up vouchers in that profile's settings, the user will then be able to make a booking using it.

Updated (Cancelled) Booking

Fires when you or your user cancels the booking through our system

Create Project

Creates a new project.

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

Take bookings online. YouCanBook.me links to your calendar to allow your customers to book your services via the web.

See YouCanBook.Me Integrations