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Create new event in Wealthbox CRM from Acuity Scheduling appointment, and link relevant contact information

Create new event in Wealthbox CRM from Acuity Scheduling appointment, and link relevant contact information

Create new events in Wealthbox CRM when you schedule appointments in Acuity Scheduling. Extract and link relevant contact information for faster onboarding and improved client engagement.

Create new event in Wealthbox CRM from Acuity Scheduling appointment, and link relevant contact information

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Overview

Create new events in Wealthbox CRM when you schedule appointments in Acuity Scheduling. Extract and link relevant contact information for faster onboarding and improved client engagement.

Create new event in Wealthbox CRM from Acuity Scheduling appointment, and link relevant contact information