Wealthbox CRM + Occasion Integration

In your business, you may need to track when someone is invited to an booking. 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 booking is created in Occasion, 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.

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

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

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