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Create follow up task and send summary email after Google Calendar meeting ends

Create follow up task and send summary email after Google Calendar meeting ends

Create follow-up tasks in Wealthbox CRM after Google Calendar events end, ensuring all relevant attendee information is processed. This boosts your efficiency in managing post-meeting communications and enhances client engagement.

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Overview

Create follow-up tasks in Wealthbox CRM after Google Calendar events end, ensuring all relevant attendee information is processed. This boosts your efficiency in managing post-meeting communications and enhances client engagement.

Create follow up task and send summary email after Google Calendar meeting ends

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