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Create event in Wealthbox CRM when invitee cancels in Calendly

Document cancellations by creating a new event in Wealthbox CRM when an invitee cancels a scheduled meeting in Calendly. Keep relevant parties informed and maintain accurate records for better follow-up.

Create event in Wealthbox CRM when invitee cancels in Calendly

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Overview

Document cancellations by creating a new event in Wealthbox CRM when an invitee cancels a scheduled meeting in Calendly. Keep relevant parties informed and maintain accurate records for better follow-up.

Create event in Wealthbox CRM when invitee cancels in Calendly