Wealthbox CRM + Meetup Integration

Connect Wealthbox CRM to Meetup in 1 click

Integrate Wealthbox CRM + Meetup For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Wealthbox CRM + Meetup Workflows

Create Wealthbox CRM opportunity for new Meetup event

Meetup + Wealthbox CRM Integration

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Create Wealthbox CRM task for new Meetup event

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

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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Create Automation

Opportunity is created in Wealthbox CRM
Contact is created in Wealthbox CRM
Task is created in Wealthbox CRM
Workflow is created in Wealthbox CRM
Comment is created in Wealthbox CRM
Event is created in Wealthbox CRM
Project is created in Wealthbox CRM
Note is created in Wealthbox CRM
Event is created in Meetup

Create Contact in Wealthbox CRM
Search contact by email in Wealthbox CRM
Update Contact in Wealthbox CRM
Search contact by phone in Wealthbox CRM
Search contact by name in Wealthbox CRM
Get contact by id in Wealthbox CRM
Create Opportunity in Wealthbox CRM
Update Opportunity in Wealthbox CRM
Create Task in Wealthbox CRM
Update Task in Wealthbox CRM
Create Note in Wealthbox CRM
Update Note in Wealthbox CRM
Create Event in Wealthbox CRM
Update Event in Wealthbox CRM
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Update workflow in Wealthbox CRM
Search workflow template for workflow in Wealthbox CRM
Create Project in Wealthbox CRM
Update Project in Wealthbox CRM
Create event in Meetup

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Wealthbox CRM & Meetup In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Wealthbox CRM & Meetup with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Wealthbox CRM & Meetup With 1100+ Other Apps

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 Integrations

Meetup 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