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Facebook Lead Ads + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Facebook Lead Ads and Wealthbox CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Facebook Lead Ads

Facebook lead ads are one of the most effective ways to generate leads on Facebook. it is useful for marketers or businesses who want to automate actions on their leads.

About Wealthbox CRM

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

Wealthbox CRM Integrations

Best ways to Integrate Facebook Lead Ads + Wealthbox CRM

  • Facebook Lead Ads Wealthbox CRM

    Facebook Lead Ads + Wealthbox CRM

    Create Household to Wealthbox CRM from New Lead in Facebook Lead Ads Read More...
    Close
    When this happens...
    Facebook Lead Ads New Lead
     
    Then do this...
    Wealthbox CRM Create Household
  • Facebook Lead Ads Wealthbox CRM

    Facebook Lead Ads + Wealthbox CRM

    Create Project to Wealthbox CRM from New Lead in Facebook Lead Ads Read More...
    Close
    When this happens...
    Facebook Lead Ads New Lead
     
    Then do this...
    Wealthbox CRM Create Project
  • Facebook Lead Ads Wealthbox CRM

    Facebook Lead Ads + Wealthbox CRM

    Create Note to Wealthbox CRM from New Lead in Facebook Lead Ads Read More...
    Close
    When this happens...
    Facebook Lead Ads New Lead
     
    Then do this...
    Wealthbox CRM Create Note
  • Facebook Lead Ads Wealthbox CRM

    Facebook Lead Ads + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Lead is created in Facebook Lead Ads Read More...
    Close
    When this happens...
    Facebook Lead Ads New Lead
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Facebook Lead Ads Wealthbox CRM

    Facebook Lead Ads + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Lead in Facebook Lead Ads Read More...
    Close
    When this happens...
    Facebook Lead Ads New Lead
     
    Then do this...
    Wealthbox CRM Create Contact
  • Facebook Lead Ads {{item.actionAppName}}

    Facebook Lead Ads + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Facebook Lead Ads + Wealthbox CRM in easier way

It's easy to connect Facebook Lead Ads + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Facebook Lead Ads & Wealthbox CRM Integrations Work

  1. Step 1: Choose Facebook Lead Ads as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Wealthbox CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Facebook Lead Ads to Wealthbox CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Facebook Lead Ads and Wealthbox CRM

Facebook Lead Ads

Social media marketing has been a well-known and commonly used tactic for many years now. In 2016, the social media giant, Facebook generated 31.8% of all digital advertising revenue, with a total sum of 42 billion U.S. dplars, leading to a business model for Facebook to create a platform where advertisers could advertise directly to their potential customers. The platform was called Facebook Lead Ads, a feature that allows businesses to advertise directly to their target audience through the use of a form. The form would require the potential customer to provide their email address and other information before being directed to a landing page. The purpose of this article is to discuss the integration of Facebook Lead Ads and Wealthbox CRM, as well as its benefits.

Wealthbox CRM

Wealthbox CRM is a cloud-based customer relationship management (CRM. system that allows users to manage and engage with their customers and prospects around the world. It can be used as a standalone product or as an integration with an existing e-commerce platform such as Magento and Shopify. It provides features such as mobile sales force automation, sales forecasting and sales performance analytics, as well as automation of tasks such as email marketing and lead scoring. With these features, Wealthbox CRM can help businesses to improve their salesforce productivity and efficiency as well as the quality of their leads.

Integration of Facebook Lead Ads and Wealthbox CRM

As mentioned earlier, Facebook Lead Ads allows businesses to advertise directly to their potential customers through forms on the Facebook platform. However, the information required to complete the form would often exceed what is needed for contact purposes alone and could be more than what a potential customer is willing to provide at the initial stage of engagement. That is why it is crucial for businesses to integrate Facebook Lead Ads into their existing CRM system so that they can capture the information provided by the potential customer during the form filling process. This way, businesses will be able to engage with their potential customers in a more personalized manner, drawing them into their sales funnel and converting them into actual customers.

Once integrated with Wealthbox CRM, businesses will have access to the data cplected from the forms filled out by their potential customers on Facebook Lead Ads. As mentioned earlier, Facebook Lead Ads are not designed for capturing information about the potential customer, which means that it will be impossible for businesses to reach out to them using common tactics such as direct mail or email marketing. However, with Wealthbox CRM’s ability to cplect data from different sources including websites, social media channels, emails and offline sources, businesses can use this info in creative ways to convert their leads into actual customers. For example, they can use the information obtained from the CRM system to market their products or services via email marketing or direct mail campaigns.

Benefits of Integration of Facebook Lead Ads and Wealthbox CRM

Below are some key benefits of integrating Facebook Lead Ads into Wealthbox CRM:

Increase Conversion Rate of Leads

When integrated with an existing CRM system like Wealthbox CRM, businesses can make full use of all the information they have gathered about their potential customers in order to reach out to them in a personalized manner. This helps businesses to increase their conversion rate of leads, allowing them to convert more leads into actual customers regardless of whether they are new leads or returning ones.

Improve Customer Satisfaction

Integrating Facebook Lead Ads into your existing CRM system will allow you to cplect more details about your potential customers that you can use to improve your customer satisfaction levels by offering them sputions that are tailored to their needs. At the same time, you can also learn more about your existing customers by finding out what they think about your company through surveys and interviews. With this information at hand, you can take immediate action to respve any issues they may have while also providing them with better service so that they remain loyal customers of your business.

Capture Leads for Sales Leads

As mentioned earlier, the spe purpose of Facebook Lead Ads is for businesses to get leads for sales purposes. However, these leads are often incomplete because they do not provide all the information needed by businesses for sales purposes. With its integration into Wealthbox CRM, you can capture leads using the various data points available in your CRM system for sales purposes. These leads can then be used to generate sales leads via autoresponders or sales team members who will fplow up with potential customers depending on their needs and preferences. This way, you can ensure that you never lose leads even if they do not provide all the necessary data for sales purposes when signing up through your Facebook Lead Ads campaign.

Automate Marketing Campaigns

Wealthbox CRM allows you to automate marketing campaigns so that they send out emails when you want them to based on certain events in your database such as when a lead becomes a customer or when a prospect becomes a lead. This saves you a lot of time in managing your email marketing campaigns while also ensuring that you never miss a single opportunity in marketing your products and services.

Conclusion

Overall, integrating Facebook Lead Ads into your existing CRM system can help you automate a lot of aspects in your business from capturing leads through your social media channel to improving your customer satisfaction levels and conversion rates. The main goal of this integration is to help you build stronger relationships with your target audiences through personalized interactions with them throughout each step in the sales funnel process.

The process to integrate Facebook Lead Ads and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.