Create or update contact in Wealthbox CRM from new Calendly meeting
Create or update contact in Wealthbox CRM from new Calendly meeting
Create or update contacts in Wealthbox CRM when specific meetings are scheduled in Calendly. This ensures accurate records and faster onboarding, enhancing your customer relationship management.
Zap details:
Overview
Create or update contacts in Wealthbox CRM when specific meetings are scheduled in Calendly. This ensures accurate records and faster onboarding, enhancing your customer relationship management.