With Zapier, connect CatchApp Bookings with Wealthbox CRM automatically – no code required!
That’s four pretty simple & straightforward quick steps:
Step-1: Authenticate CatchApp Bookings and Wealthbox CRM
Copy your Zapier API Key from Settings -> Integrations -> CRM & Sales -> Zapier
Paste it to authenticate with zapier
Step-2: Pick CatchApp Bookings as a trigger
Choose trigger as New Accepted Appointment in CatchApp Bookings
Choose which account you want to connect for CatchApp Bookings
Step-3: Pick a resulting action from the Wealthbox CRM and input custom parameters
Choose action as Create Contact in Wealthbox CRM
Step-4: Custom select the data you want to use between each app. If you’re adding in message text like the example below, make sure you leave a space between each piece of data (e.g: “[1. data: Appointment] [2. data: Booking]” )
That’s it – in a matter of 2 minutes, your CatchApp Bookings with Wealthbox CRM integration is up and running!
About CatchApp Bookings
CatchApp is an online booking system that lets your clients self-book appointments and pay for them.
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.