Wealthbox CRM + Cogsworth Integration

Creating task in Wealthbox CRM is a great way to keep track of task that need to be completed when an appointment is created in your Cogsworth account.

With the help of this integration, when an appointment is created, a task will be automatically created in Wealthbox CRM and will include the details of the appointment (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new appointment. You can then simply assign the task to someone on your team and they can get started!

In your business, you may need to track when someone is invited to an appointment. You can do this by creating a opportunity in Wealthbox CRM.

But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an appointment is created in Cogsworth, it will trigger a corresponding opportunity creation in Wealthbox CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.