Notify team members, find client in Wealthbox CRM, and create meeting note from Calendly event
Notify team members, find client in Wealthbox CRM, and create meeting note from Calendly event
Notify your team members via Gmail when a client schedules an event in Calendly, and log the meeting in Wealthbox CRM by finding the contact and creating a note. This ensures clear communication and organized client records.
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Overview
Notify your team members via Gmail when a client schedules an event in Calendly, and log the meeting in Wealthbox CRM by finding the contact and creating a note. This ensures clear communication and organized client records.