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Create a household and start a workflow in Wealthbox CRM when a new Calendly event is scheduled

Create a household and start a workflow in Wealthbox CRM when a new Calendly event is scheduled

Create new households in Wealthbox CRM and initiate prospect workflows when invitees schedule events in Calendly. This ensures efficient follow-up for potential clients, enhancing your onboarding process.

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Overview

Create new households in Wealthbox CRM and initiate prospect workflows when invitees schedule events in Calendly. This ensures efficient follow-up for potential clients, enhancing your onboarding process.

Create a household and start a workflow in Wealthbox CRM when a new Calendly event is scheduled

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