As employee productivity grinds to a halt, Zoom.ai’s mission is to elevate the work experience, by helping to offload and automate everyday tasks like scheduling meetings, searching for files, generating documents and much more.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
CalendarHero + Google CalendarTurn new Zoom.ai meetings into detailed Google Calendar events Read More...
CalendarHero + ActiveCampaignCreate or updated contact in ActiveCampaign from new Zoom registrations Read More...
CalendarHero + MailerLiteAdd subscribers to MailerLite from new Zoom registrants Read More...
Appy Pie Chatbot + CalendarHeroCreate a new Zoom.ai contact when the conversation is completed on Appy Pie Chatbot Read More...
Wealthbox CRM + MailChimpAdd new subscriber on Mailchimp list for new Wealthbox CRM Read More...
It's easy to connect CalendarHero + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Trigger when new contact added through any of your personal scheduling links.
Triggers when new meeting request created by you.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Creates a contact
create a meeting request
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.