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Wealthbox CRM + YouCanBook.Me

Add new YouCanBook.Me bookings as events in WealthBox

Having a clear picture of the day ahead can help you be more productive, but flipping back and forth between calendars can waste your time. Use this Zapier integration to help you out. After you set it up, whenever a new booking is made via YouCanBook.Me, that event will be added to WealthBox, so you can have the day's events in one, easy-to-access place.

Having a clear picture of the day ahead can help you be more productive, but flipping back and forth between calendars can waste your time. Use this Zapier integration to help you out. After you set it up, whenever a new booking is made via YouCanBook.Me, that event will be added to WealthBox, so you can have the day's events in one, easy-to-access place.

  1. When this happens...
    YouCanBook.MeYouCanBook.Me
    New Booking

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

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

    Creates a new event.

    ActionWrite
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Supported triggers and actions

What does this mean?
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)
youcanbookme logo
youcanbookme logo

About YouCanBook.Me

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

Related categories

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