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Mighty Networks + Wealthbox CRM

Add new Wealthbox CRM contacts to Mighty Networks as invited members

Easily connect your Wealthbox CRM and Mighty Networks to enhance your network's growth. With this automation, whenever a new contact is added to your Wealthbox CRM, they'll be sent an invitation to join your Mighty Network. Save time on manual tasks while ensuring your network members are always up-to-date and engaged.

Easily connect your Wealthbox CRM and Mighty Networks to enhance your network's growth. With this automation, whenever a new contact is added to your Wealthbox CRM, they'll be sent an invitation to join your Mighty Network. Save time on manual tasks while ensuring your network members are always up-to-date and engaged.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Mighty NetworksMighty Networks
    Invite Members

    Sends invites to join your Mighty Network.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
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About Mighty Networks

Mighty Networks is a platform that offers anyone the opportunity to create their own community and start getting paid to support their work. Your members can message, meet, and go deeper around the topics and interests they care about most.
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  • Website Builders

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wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier