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.

Capture new appointment details in Acuity Scheduling, and create or update contact in Wealthbox CRM

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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.

Capture new appointment details in Acuity Scheduling, and create or update contact in Wealthbox CRM