Wealthbox CRM + Swapcard Integration

Creating an event in Swapcard is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the persons of your event?

The answer is simple. You use this Swapcard - Wealthbox CRM integration to create a new contact in Wealthbox CRM for each person who registers for your event through Swapcard. This will help you stay organized and easily keep track of your persons' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!

Creating a task in Wealthbox CRM for every event created in Swapcard can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Swapcard is often used to manage large or multi-day events, having Wealthbox CRM record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.