Popular Wealthbox CRM + CalendarHero (Zoom.ai) Workflows
When Opportunity is created in Wealthbox CRM > Create a meeting request in CalendarHero (Zoom.ai)
Create Task in Wealthbox CRM for Meeting request is cancelled in CalendarHero (Zoom.ai)
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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 IntegrationsCalendarHero is a smart scheduling software for modern business. It enables workers to schedule meetings without leaving their inbox or email client, making it easier to find free slots and make decisions together.
See CalendarHero (Zoom.ai) Integrations❤Trusted by 10,000+ Customers
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