Popular Wealthbox CRM + Meetup Workflows
Create Wealthbox CRM task for new Meetup event
One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Meetup 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.
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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!
See Wealthbox CRM IntegrationsMeetup is a platform that helps people with shared interests to get together in real life. With Meetup, you can find new people who share your interests and plan events with them.
See Meetup Integrations❤Trusted by 10,000+ Customers
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