Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Integrate Wealthbox CRM with Add to Calendar PRO to seamlessly manage client interactions and events. Automatically log RSVPs, create events for new deals, and keep your CRM data up to date.
Integration Examples
Log RSVPs
Automatically add a note or activity to a contact in Wealthbox CRM when they RSVP to an event.
Create events from deals
When a deal reaches a certain stage in Wealthbox CRM, automatically create a kickoff event in Add to Calendar PRO.
Update contact info
If a user provides new details during RSVP, automatically update their contact record in Wealthbox CRM.
How to integrate Add to Calendar PRO with Wealthbox CRM
- Sign up for a Zapier account if you don't have one already.
- Connect your Add to Calendar PRO account to Zapier using the API key that you can generate in our app.
- Create a new Zap and select Add to Calendar PRO or as the trigger app, depending on your use case.
- Choose which action should be performed next (e.g., create an event).
- Test your Zap and activate it to start automating your workflows.
