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Wealthbox CRM + Calendly Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Calendly

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

About Calendly

Calendly is the simplest way to organize your calendar and show availability online. With Calendly, you can book meetings easily and seamlessly, synching your calendar with colleagues' calendars to send meeting requests and make scheduling easy.

Calendly Integrations

Best Wealthbox CRM and Calendly Integrations

  • Wealthbox CRM Zoom

    Calendly + Zoom

    Turn new Calendly events into Zoom meetings Read More...
    When this happens...
    Wealthbox CRM Invitee Created
     
    Then do this...
    Zoom Create Meeting
    Do you know you can use Calendly to streamline scheduling meetings for your team? With Appy Pie Connect, you can create a Zoom meeting automatically when someone books an event in your calendar. After setting this integration up, whenever a new event is created on Calendly, Appy Pie Connect will turn that event into
    How This Calendly-Zoom Integration Works
    • A new event is created on Calendly
    • Appy Pie Connect turns that event into Zoom meeting
    What You Need
    • Calendly account
    • Zoom account
  • Wealthbox CRM ActiveCampaign

    Calendly + ActiveCampaign

    Add or update contacts from new Calendly invitees into ActiveCampaign Read More...
    When this happens...
    Wealthbox CRM Invitee Created
     
    Then do this...
    ActiveCampaign Create/Update Contact
    After setting this integration up, every time an invitee is added to Calendly, the customer's name and email will be added to your ActiveCampaign CRM. Then you can send them emails at the right time prompting them to schedule their appointment with you. Also, It's the fastest way to get started with your automation, check for duplicates, and make sure you have all of the contact information you need.
    How This Calendly-ActiveCampaign Integration Works
    • An invitee is added on Calendly
    • Appy Pie Connect add that to ActiveCampaign
    What You Need
    • Calendly account
    • ActiveCampaign account
  • Wealthbox CRM Google Calendar

    Calendly + Google Calendar

    Create detailed events in Google Calendar from new schedule Calendly events Read More...
    When this happens...
    Wealthbox CRM Invitee Created
     
    Then do this...
    Google Calendar Create Detailed Event
    Easily create Google Calendar events from new Calendly appointments via Appy Pie Connect. Simply set up this integration and Appy Pie Connect will create a new event in your calendar at the time of your client’s appointment. Don't have Calendly this integration? Try it for free!
    How This Integration Works
    • An invitee schedules an event with you in Calendly
    • Appy Pie Connect creates a corresponding event in Google Calendar
    What You Need
    • Calendly account
    • Google Calendar account
  • Wealthbox CRM Google Calendar

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    {{item.message}} Read More...
    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Wealthbox CRM + Calendly in easier way

It's easy to connect Wealthbox CRM + Calendly without coding knowledge. Start creating your own business flow.

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • Invitee Canceled

    Triggers when an invitee cancels a scheduled event.

  • Invitee Created

    Triggers when an invitee schedules an event.

    Actions
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Wealthbox CRM & Calendly Integrations Work

  1. Step 1: Choose Wealthbox CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Calendly as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Calendly with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.