Google Calendar is the time management and scheduling tool created by Google. It allows you to make appointments, organize your daily tasks, and more.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Google Calendar + Wealthbox CRMCreate Household to Wealthbox CRM from New Event in Google Calendar Read More...
Google Calendar + Wealthbox CRMCreate Project to Wealthbox CRM from New Event in Google Calendar Read More...
Google Calendar + Wealthbox CRMCreate Note to Wealthbox CRM from New Event in Google Calendar Read More...
Google Calendar + Wealthbox CRMStart Workflow in Wealthbox CRM when New Event is created in Google Calendar Read More...
Google Calendar + Wealthbox CRMCreate Contact to Wealthbox CRM from New Event in Google Calendar Read More...
It's easy to connect Google Calendar + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers a specified time before an event starts.
Triggers when an event is created.
Triggers every time an event matching a search is created.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Add a new event on Google Calendar, defining each field.
Create an event from incoming text sections. Google screens the text content for date, time, and description details.
Update an event. Updates only the fields that are filled.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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 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.
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.
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.
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.