Capture new appointment details in Acuity Scheduling, and create or update contact in Wealthbox CRM
Capture new appointment details in Acuity Scheduling, and create or update contact in Wealthbox CRM
Create or update contact profiles in Wealthbox CRM when a new appointment is scheduled in Acuity Scheduling. Capture and organize all relevant information for faster onboarding and improved client management.
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Overview
Create or update contact profiles in Wealthbox CRM when a new appointment is scheduled in Acuity Scheduling. Capture and organize all relevant information for faster onboarding and improved client management.