Popular Wealthbox CRM + SimplyBook.me Workflows
Create Wealthbox CRM task for new SimplyBook.me event
With the help of this integration, when an event is created, a task will be automatically created in Wealthbox CRM and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
Create Wealthbox CRM opportunity for new SimplyBook.me event
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 event is created in SimplyBook.me, 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.
When Booking is created in SimplyBook.me > Check any condition > Create Contact in Wealthbox CRM
When Booking is created in SimplyBook.me > Check any condition > Update Contact in Wealthbox CRM
When Booking is created in SimplyBook.me > Check any condition > Create Opportunity in Wealthbox CRM
When Booking is created in SimplyBook.me > Check any condition > Update Opportunity in Wealthbox CRM
When Booking is created in SimplyBook.me > Check any condition > Create Contact in Wealthbox CRM
When Booking is created in SimplyBook.me > Check any condition > Update Contact in Wealthbox CRM
When Booking is created in SimplyBook.me > Check any condition > Create Opportunity in Wealthbox CRM
When Booking is created in SimplyBook.me > Check any condition > Update Opportunity in Wealthbox CRM
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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!
See Wealthbox CRM IntegrationsSimplyBook.me helps you handle appointments and payments in a simpler way. It is simple and easy to use as possible, so your customers will be able to book an appointment online with you in no time!
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