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Facebook Messenger + Wealthbox CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Facebook Messenger

Facebook Messenger is the official app for sending free messages and video calls to anyone in the world with a Facebook account. Send a photo, make a group video call, or get your friends on board—all in an instant.

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 Messenger + Wealthbox CRM

  • Facebook Messenger Wealthbox CRM

    Facebook Messenger + Wealthbox CRM

    Create Household to Wealthbox CRM from New Message sent to Page in Facebook Messenger Read More...
    Close
    When this happens...
    Facebook Messenger New Message sent to Page
     
    Then do this...
    Wealthbox CRM Create Household
  • Facebook Messenger Wealthbox CRM

    Facebook Messenger + Wealthbox CRM

    Create Project to Wealthbox CRM from New Message sent to Page in Facebook Messenger Read More...
    Close
    When this happens...
    Facebook Messenger New Message sent to Page
     
    Then do this...
    Wealthbox CRM Create Project
  • Facebook Messenger Wealthbox CRM

    Facebook Messenger + Wealthbox CRM

    Create Note to Wealthbox CRM from New Message sent to Page in Facebook Messenger Read More...
    Close
    When this happens...
    Facebook Messenger New Message sent to Page
     
    Then do this...
    Wealthbox CRM Create Note
  • Facebook Messenger Wealthbox CRM

    Facebook Messenger + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Message sent to Page is created in Facebook Messenger Read More...
    Close
    When this happens...
    Facebook Messenger New Message sent to Page
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Facebook Messenger Wealthbox CRM

    Facebook Messenger + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Message sent to Page in Facebook Messenger Read More...
    Close
    When this happens...
    Facebook Messenger New Message sent to Page
     
    Then do this...
    Wealthbox CRM Create Contact
  • Facebook Messenger {{item.actionAppName}}

    Facebook Messenger + {{item.actionAppName}}

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

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

    Triggers
  • New Delivered Message

    Triggers when a new Message is sent to a page.

  • New Message

    Triggers when a new Message is sent to a page.

  • New Message Read

    Triggers when a new Message is sent to a page.

  • New Message sent to Page

    Triggers when a new Message is sent to a page.

  • 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
  • Send Message

    Send message from facebook page.

  • 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 Messenger & Wealthbox CRM Integrations Work

  1. Step 1: Choose Facebook Messenger 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 Messenger to Wealthbox CRM.

    (2 minutes)

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

Integration of Facebook Messenger and Wealthbox CRM

Facebook Messenger

Facebook Messenger was launched in 2011 and it has been popular to businesses and private use since then (Kpodny, 2018. It allows users to communicate with other users directly without using text messages or other social media channels. Both the parties can also send pictures, videos and other kinds of content to each other (Kpodny, 2018. It is also possible to make phone calls through the application (Kpodny, 2018. The application is used by most people in their everyday lives. However, it is not clear how many people use the application on a daily basis (Kpodny, 2018.

Facebook Messenger is an application that can be used both on smartphones and tablets (Kpodny, 2018. It also works with desktop computers (Kpodny, 2018. All of its features work with all kinds of devices (Kpodny, 2018. Facebook Messenger uses the same thing as every other messaging application. A user logs in with their account and is given a new list of contacts with whom they can communicate (Kpodny, 2018.

Wealthbox CRM

Wealthbox CRM is an application that is used in businesses in order to keep track of clients and their information (Kpodny, 2018. It is used when there are many clients or when information concerning clients needs to be exchanged easily (Kpodny, 2018. It allows users to search for clients by name or email address. Searching for clients by name can be done in two different ways. The first way is to type in the name of the person and if there are any matches they will be shown to the user. If there are more than one match it will be shown to the user. When searching by email address, it will display all clients who have that email address (Kpodny, 2018.

The application can be used on multiple devices. It can be used on all kinds of computers but it also works with smartphones, tablets and some types of smartwatches (Kpodny, 2018. It does not matter what device it is used on, all of the features are still there. Users can log in wherever they are and still use the application. There are some features which are present on all devices but there are also some features that are only available on some devices. The features depend on the device being used. For example, when searching for clients it is possible to type in a name or an email address on all devices but only smartphones will show the matches. There are also some specific features that are only available on some devices. For example, when searching there are filters that are only available on some devices. Filters allow users to search for clients by different fields such as full name, last name or city. Sometimes the devices only allow the searching of one field at a time while others allow searching several fields at once. The application can be used by both businesses and personal use (Kpodny, 2018.

Integration of Facebook Messenger and Wealthbox CRM

Facebook Messenger and Wealthbox CRM can be integrated in many different ways. One way is to make them sync together so that when a contact is added in one application it is automatically added in the other one. Another option would be to make it possible to add contacts from Facebook Messenger in Wealthbox CRM and vice versa (Kpodny, 2018. A third spution would be to add a button inside Facebook Messenger that would open the Wealthbox CRM app when clicked. This way it would allow users to manage their contacts in both applications without having to switch between apps (Kpodny, 2018. These three sputions would improve the experience for users because they would not have to switch between two applications in order to add or edit contacts. They would do this in one place so it would be easier for them.

Benefits of Integration of Facebook Messenger and Wealthbox CRM

Integrating Facebook Messenger and Wealthbox CRM together would add convenience for users because they would not have to switch between two applications in order to add contacts. This way they could manage both of their contacts at once. It would also be easier for businesses because it would allow them to keep track of their customers more effectively. This way it would be easier for them to keep track of what their customers need from them instead of having to ask them over and over again. It would also be better for companies because it would make them more efficient because they could spend less time looking through their database trying to find a customer’s information or phone number. They could just type in their name or email address and get all their information instantly instead of having to search manually through their database. Integrating these two applications would benefit them both because businesses could save time while keeping track of their customers while customers could find what they want faster without having to wait or ask over and over again. The integration of these two applications would help improve the experience for both businesses and customers which could lead to making more money for businesses while being easier for customers who only have to remember one password instead of two.

The process to integrate Facebook Messenger 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.