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

Wealthbox CRM

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Zoom

Yana Leonard

Anytime a new event is created in Wealthbox CRM, create meeting in Zoom.

WB to Zoom

“Anytime a new event is created in Wealthbox CRM, create meeting in Zoom.”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime a new event is created in Wealthbox CRM

Create meeting in Zoom

This Zap uses the following 2 apps

Wealthbox CRM

Zoom

Wealthbox CRM + Zoom