Confirm client meetings, find or create contacts, and create tasks in Wealthbox CRM from Google Calendar events
Confirm client meetings, find or create contacts, and create tasks in Wealthbox CRM from Google Calendar events
Create tasks and manage contacts in Wealthbox CRM when new events are added to Google Calendar. This ensures client meetings are confirmed, leading to faster onboarding and improved organization.
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Overview
Create tasks and manage contacts in Wealthbox CRM when new events are added to Google Calendar. This ensures client meetings are confirmed, leading to faster onboarding and improved organization.