🔄 Wealthbox Contact Sync for Calendar Events

Automatically match meetings to the right clients—no more manual linking.

Keep your Wealthbox clean, connected, and current. This automation ensures that every new event on your calendar is instantly tied to the right contact or household in your CRM—without lifting a finger.

⚙️ What It Does:

• Monitors your Wealthbox calendar for new events

• When an event is booked, it parses the contact data from the booking details

• Automatically finds or creates the appropriate contact or household in Wealthbox

• Links the event directly to that contact—keeping your records complete and organized

✅ Key Features:

• One streamlined Zapier automation

• Works behind the scenes every time a new meeting is added

• Reduces human error and saves valuable admin time

📄 Terms & Conditions of Sale:

This automation is delivered as part of a QuickStart package, which includes setup instructions and a ready-to-use Zapier template. Customizations or CRM-specific workflows beyond Wealthbox may require an additional service agreement.