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CalendarHero + Wealthbox CRM Integrations

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

About CalendarHero

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.

About Wealthbox CRM

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

Wealthbox CRM Integrations

Best CalendarHero and Wealthbox CRM Integrations

  • CalendarHero Google Calendar

    CalendarHero + Google Calendar

    Turn new Zoom.ai meetings into detailed Google Calendar events Read More...
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    Google Calendar Create Detailed Event
    Instead of wasting time manually establishing Google Calendar events every time you schedule a new Zoom meeting, let this integration do it for you! Appy Pie Connect will create a comprehensive Google Calendar event every time a new Zoom meeting is created.
    How This Zoom.ai – Google Calendar Integration Works
    • A new meeting is added to a webinar
    • Appy Pie Connect creates a detailed Google Calendar event.
    What You Need
    • Zoom.ai account
    • Google Calendar account
  • CalendarHero ActiveCampaign

    CalendarHero + ActiveCampaign

    Create or updated contact in ActiveCampaign from new Zoom registrations Read More...
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    ActiveCampaign Create/Update Contact
    Webinars are an excellent approach to create leads, but the subsequent marketing activities will cost time and effort. When a new registrant is added to a Zoom webinar, use this connection to instantly generate a new ActiveCampaign contact or update an existing contact. Maintain your marketing focus without wasting time with manual changes.
    How This Zoom.ai – ActiveCampaign Integration Works
    • A new registration is added to a webinar
    • Appy Pie Connect adds new contact or updates existing on to ActiveCampaign.
    What You Need
    • Zoom.ai account
    • ActiveCampaign account
  • CalendarHero MailerLite

    CalendarHero + MailerLite

    Add subscribers to MailerLite from new Zoom registrants Read More...
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    MailerLite Create/Update Subscriber
    One-half of your marketing efforts is hosting a webinar. The other half is following up with attendees. Rather than dealing with registrant lists, use this integration to add Zoom webinar registrants to your MailerLite account as new subscribers. You're now prepared to solicit comments and cultivate those who attended.
    How This Zoom.ai – ActiveCampaign Integration Works
    • A new registration is added to a webinar
    • Appy Pie Connect adds new contact or updates existing on to MailerLite.
    What You Need
    • Zoom.ai account
    • MailerLite account
  • CalendarHero CalendarHero

    Appy Pie Chatbot + CalendarHero

    Create a new Zoom.ai contact when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    CalendarHero New Chat
     
    Then do this...
    CalendarHero Create Contact
    Use Appy Pie Connect to create your Zoom.ai contacts when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom.ai registrant when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically adds that contact to your Zoom.ai account as a new registrant.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom.ai account
  • CalendarHero MailChimp

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    When this happens...
    CalendarHero New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Rather than manually importing your Wealthbox contacts into a Mailchimp subscriber list, let Appy Pie Connect handle it for you. This Wealthbox CRM-Mailchimp integration will automatically add any new contacts in your Wealthbox CRM account to your Mailchimp subscriber list as they are created after you've set it all up.
    How This Wealthbox CRM – Mailchimp Integration Works
    • A new contact is created
    • Appy Pie Connect automatically creates a new subscriber on a Mailchimp list.
    What You Need
    • Wealthbox CRM account
    • Mailchimp account
  • CalendarHero MailChimp

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Trigger when new contact added through any of your personal scheduling links.

  • New Meeting Request

    Triggers when new meeting request created by you.

  • 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.

    Actions
  • Create Contact

    Creates a contact

  • Create Meeting Request

    create a meeting request

  • 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 CalendarHero & Wealthbox CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate CalendarHero with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Wealthbox CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Wealthbox CRM with Appy Pie Connect.

    (2 minutes)

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