The integration with Wealthbox let’s advisors capture leads directly in Wealthbox with clients and prospects that book time through FreeBusy. If a lead is existing, FreeBusy will automatically create a meeting activity associated with the contact. If a lead doesn’t already exist in Wealthbox, FreeBusy will automatically create the contact and tag it, so advisors know which contacts came from their booking pages.

How to enable the FreeBusy integration with Wealthbox

• Sign into your FreeBusy account at freebusy.io

• Navigate to the "Integrations" page

• Scroll down to the entry for Wealthbox and click on "Add Integration"

• Log into your Wealthbox account and then click "Authorize"

• That's it! You're ready to capturing leads directly into Wealthbox with FreeBusy