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Connect Calendly to Wealthbox like Magic

How to Use Magical to Transfer Data from Calendly to Wealthbox
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Transfer Data from Calendly to Wealthbox: A Step-by-Step Guide

With Magical, you can transfer data from Calendly to Wealthbox in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Calendly to Wealthbox, helping you streamline your scheduling and client management processes.

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What Calendly data can you transfer

Magical enables you to transfer a wide array of data from Calendly to Wealthbox. Here are some examples of the information you can extract:

Meeting Time
Meeting Date
Meeting Duration
Attendee Email
And move more types of information by creating your own custom labels.

How to Transfer data from Calendly to Wealthbox using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Calendly to Wealthbox for more efficient scheduling and client management. Follow these steps:

  1. Sign in to your Calendly account and open the meeting containing the data you want to transfer, such as meeting time, date, and client details.
  2. In Calendly, label the information you want to transfer with Magical, like Meeting Time, Meeting Date, or Client Name.
  3. Sign in to your Wealthbox account and open the record where you want to add the Calendly data.
  4. Type "//" in an empty field and select the information you want to transfer from Calendly such as Meeting Time, Meeting Date, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Calendly and Wealthbox

Efficient scheduling and client management are crucial to maintaining client satisfaction. Calendly is a powerful scheduling platform and Wealthbox is a robust client relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your client management efforts. By leveraging Magical, you can easily move information from Calendly to Wealthbox, allowing you to focus on managing your meetings and improving client satisfaction.

Other ways to connect Calendly and Wealthbox

Using Zapier

Zapier provides a seamless connection between Calendly and Wealthbox, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Calendly and Wealthbox is by directly utilizing their APIs. By integrating both APIs, you empower scheduling and client management teams with real-time client insights, fostering improved communication and a superior client experience. To employ this method, refer to their respective API documentation.

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Common questions


Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Calendly and transfer data directly to Wealthbox. The extension is designed to simplify the process of data collection by automating the extraction of information from Calendly. Magical is free, easy to use, and it can save you a lot of time and effort.


To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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