Ready workflows for Wealthbox CRM + Appointlet Integration
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Create Wealthbox CRM opportunity for new Appointlet 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 Appointlet, 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.
Create Wealthbox CRM task for new Appointlet 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!
When Booking is received in Appointlet > Check any condition > Create Contact in Wealthbox CRM
When Booking is received in Appointlet > Check any condition > Update Contact in Wealthbox CRM
When Booking is received in Appointlet > Check any condition > Create Opportunity in Wealthbox CRM
When Booking is received in Appointlet > Check any condition > Update Opportunity in Wealthbox CRM
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Create Your Own Wealthbox CRM & Appointlet Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Wealthbox CRM & Appointlet
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Integrate Wealthbox CRM & Appointlet In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Wealthbox CRM & Appointlet with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
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You Can Also Connect Wealthbox CRM or Appointlet With 1100+ Other Apps
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 IntegrationsAppointlet is a simple and easy-to-use appointment scheduling Google Calendar plugin, that displays availability right on your website, allowing your customers to schedule appointments with you in just a few clicks.
See Appointlet Integrations❤Trusted by 10,000+ Customers
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