This course will cover how to automatically associate the Wealthbox contact record to synced Wealthbox calendar events.
- Step-by-step written and video instructions on setting up the process
- Our custom Wealthbox-Zapier integration that offers expanded capabilities beyond the standard integration
- Pre-Formatted Zap Template
Course does not include any one-on-one instruction. Please note, you will need the following items to make the most of this course:
- A Wealthbox CRM account
- A Google Calendar or Outlook Calendar account that is synced to your scheduling software
- An Acuity, Calendly or ScheduleOnce account
You may follow the instructions to set up the Zap for another scheduler, as long as it integrates with Zapier, but the course will not specifically walk you through how to do so.