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Google Calendar + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Google Calendar and Wealthbox CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Google Calendar

Google Calendar is the time management and scheduling tool created by Google. It allows you to make appointments, organize your daily tasks, and more.

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best ways to Integrate Google Calendar + Wealthbox CRM

  • Google Calendar Wealthbox CRM

    Google Calendar + Wealthbox CRM

    Create Household to Wealthbox CRM from New Event in Google Calendar Read More...
    Close
    When this happens...
    Google Calendar New Event
     
    Then do this...
    Wealthbox CRM Create Household
  • Google Calendar Wealthbox CRM

    Google Calendar + Wealthbox CRM

    Create Project to Wealthbox CRM from New Event in Google Calendar Read More...
    Close
    When this happens...
    Google Calendar New Event
     
    Then do this...
    Wealthbox CRM Create Project
  • Google Calendar Wealthbox CRM

    Google Calendar + Wealthbox CRM

    Create Note to Wealthbox CRM from New Event in Google Calendar Read More...
    Close
    When this happens...
    Google Calendar New Event
     
    Then do this...
    Wealthbox CRM Create Note
  • Google Calendar Wealthbox CRM

    Google Calendar + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Event is created in Google Calendar Read More...
    Close
    When this happens...
    Google Calendar New Event
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Google Calendar Wealthbox CRM

    Google Calendar + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Event in Google Calendar Read More...
    Close
    When this happens...
    Google Calendar New Event
     
    Then do this...
    Wealthbox CRM Create Contact
  • Google Calendar {{item.actionAppName}}

    Google Calendar + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Google Calendar + Wealthbox CRM in easier way

It's easy to connect Google Calendar + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Event Start

    Triggers a specified time before an event starts.

  • New Event

    Triggers when an event is created.

  • New Event Matching Search

    Triggers every time an event matching a search is created.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Create Detailed Event

    Add a new event on Google Calendar, defining each field.

  • Quick Add Event

    Create an event from incoming text sections. Google screens the text content for date, time, and description details.

  • Update Event

    Update an event. Updates only the fields that are filled.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Google Calendar & Wealthbox CRM Integrations Work

  1. Step 1: Choose Google Calendar as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Wealthbox CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Google Calendar to Wealthbox CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Google Calendar and Wealthbox CRM

Google Calendar

Google calendar is a free service provided by Google where you can manage your schedule and events. It offers the users a convenient way to organize their schedule and events. It provides a simple interface that enables users to see all the events in a certain day. Also, it helps users to create new events as well as modify existing events. In addition, Google calendar allows its users to share their event with others using email.

Wealthbox CRM

Wealthbox CRM is a complete spution, where you can make appointments, send emails, do social media marketing, create deals, manage projects and much more. It is a cloud-based software which means, it will work smoothly on any device, anytime and anywhere.

Integration of Google Calendar and Wealthbox CRM

In order to integrate Google Calendar and Wealthbox CRM, you need to fplow the fplowing steps:

Step 1. If you are using a Google account, then log into your Wealthbox CRM account. If you do not have one, then click on the link below to create it now.

https://www.wealthboxcrm.com/signup/rid=109976

Step 2. Once you are logged into your Wealthbox CRM account, click on the “ +” icon on top right corner. Now, click on the “Integrations” option under the Add an App drop down menu.

Step 3. Now, click on the “Add Apps” button. A pop-up will appear where you can select Google Calendar from the list of integrations. Click on “Google Calendar” option to proceed further.

Step 4. On the next screen, enter your Google username and password (which you use for logging into your Google account), then click on “Sign into Google” button.

Step 5. Once you are logged into Google account, click on “Enable Integration” button. Then go back to your Wealthbox CRM account and click on “Next Step” button.

Step 6. You will be redirected to your Google calendar where you can select the calendars that you want to integrate with Wealthbox CRM. Select the calendars that you want to integrate with Wealthbox CRM, then click on “Done” button. Now, you have successfully integrated Google Calendar with Wealthbox CRM. You can now access these calendars through your Wealthbox CRM login account. To do so, simply log into your account, then click on the “Calendars” tab under the “My Profile” section.

Benefits of Integration of Google Calendar and Wealthbox CRM

The integration of Google Calendar with Wealthbox CRM offers the fplowing benefits:

The process to integrate Google Calendar and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.