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  • How can I connect Calendly bookings to Wealthbox contacts and create corresponding opportunities?
Question

How can I connect Calendly bookings to Wealthbox contacts and create corresponding opportunities?

  • 1 November 2023
  • 1 reply
  • 40 views
J

I am trying to connect my Calendly to Wealthbox CRM. I want to have new bookings in Calendly link to existing contacts in Wealthbox. From there I want that event to create an opportunity in Wealthbox but I am having difficulties. I have been struggling with this for a while and I would appreciate anyone that would be able to hop on a zoom call with me to help me resolve this problem. Appreciate any help you can provide.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @JakeMidPlains 

If you are looking for help, consider hiring a Certified Zapier Expert: https://zapier.com/experts

Otherwise, we would need to see detailed screenshots with how your Zap steps are configured.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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