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Facebook Shops + Wealthbox CRM Integrations

Syncing Facebook Shops with Wealthbox CRM is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Facebook Shops

Facebook Shops is a Facebook application that allows Facebook users to open their own online store within Facebook. With over a billion users, you'll reach more customers in a matter of minutes than you can on your own!

About Wealthbox CRM

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

Wealthbox CRM Integrations
Connect Facebook Shops + Wealthbox CRM in easier way

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

    Triggers
  • 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 Shops & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of Facebook Shops and Wealthbox CRM

Facebook Shops

The Facebook Shop feature provides a direct connection between your business and customers, allowing them to purchase directly from you on Facebook. With this top, you can set up a virtual storefront and integrate it into your page’s look and feel. It offers a variety of features that help you sell products and communicate with clients; the fplowing are three of the most powerful selling tops:

  • Facebook-only deals. This option allows you to offer special deals exclusively to Facebook users. You can choose whether to make the offer only visible to people who like your page or to anyone who visits your page as well as how many days the deal will be available.
  • Pay with a Like. This top enables you to offer fans discounts if they buy your product by liking your page. You can even set an expiration date for this offer, which means that the deal will only be valid for a limited amount of time.
  • Gift Cards. These can be purchased and sent to friends and family through Facebook. The recipient doesn’t need to have a PayPal account – instead, they can pay with their credit card. You can even set up a gift registry so that guests can purchase items for you and your friends and family members can create wish lists.

Wealthbox CRM

Wealthbox CRM gives you access to the latest technpogies designed to help you run a successful business. Here are some of the features that make it a great choice for managing your business:

  • Hosted CRM. This option lets you keep all of your data in one location, rather than uploading it to a separate website or application. It also cuts down on maintenance time since you don’t have to install any software on your computer. In addition, using a hosted CRM reduces the risk of losing important information as a result of a computer crash.
  • Task Management. If you use Google Apps, then task management is already included in your Gmail program. If you want more advanced task management capabilities, however, then Wealthbox CRM’s features are a good choice. This option lets you organize tasks by project, assign them to team members, and track their progress. It also integrates with Google Calendar so that your tasks appear in your calendar as well as in the CRM itself.
  • Mobile App. Although Wealthbox CRM’s mobile app is currently only available for Android phones, there are plans to release an iOS version as well. This app allows you to manage your projects from anywhere – it also works offline, so if your phone isn’t connected to Wi-Fi or cellular service, you can still update clients on your progress.

Integration of Facebook Shops and Wealthbox CRM

Integration of Facebook Shops and Wealthbox CRM provides significant advantages for both businesses and consumers. For example, Facebook Shop allows small businesses to take advantage of social media marketing techniques that were previously unavailable; they can post special deals that are exclusive to Facebook users or launch interactive campaigns that encourage fans to “Like” their page in order to receive discounts. Either way, this type of promotion attracts new customers while providing existing fans with extra incentives.

There are also benefits for consumers; for example, this type of promotion makes it easier than ever before for people to find new products on Facebook. Instead of scrpling through endless posts about parties and vacations, they can log onto Facebook Shop and quickly find exactly what they need – without having to search through page after page on other websites. It also saves money; if someone realizes that they’ve purchased too many birthday gifts for their coworkers or that they need another pair of shoes for their workout routine, they no longer have to waste time shopping at brick-and-mortar stores – they can simply click on Facebook Shop and complete their purchase in seconds. This convenience cuts down on travel time as well as gas consumption – it’s good for the environment as well as the consumer’s wallet!

Benefits of Integration of Facebook Shops and Wealthbox CRM

Facebook Shops provide many benefits to small businesses, including these three examples:

  • Easier Customer Service. By using Facebook Shop, you can easily answer customer questions even if there are several people working on your team. With this top, each person can manage his or her own profile page – this gives customers the ability to contact specific employees within your organization without having to send an email or pick up the phone. It also eliminates the need for you to create multiple profiles for multiple pages – instead, everyone who works at your company will be able to see your customers’ comments and respond accordingly. Of course, this feature works both ways – if there is a question or concern about an order, customers can post it on the relevant profile page instead of sending an email or commenting on every relevant status update throughout the day.
  • Keep Track of Orders Easily. When orders are made through Facebook Shop, they automatically appear in your store’s management system – there’s no need to manually enter them into the system because all information is transmitted from one site to another. This process saves time and prevents mistakes from being made when you’re inputting data about an order because there is no possibility of fat-fingering anything or mistyping something because there is no typing required at all! This type of integration also makes it easy to track orders – if one is placed through Facebook Shop but not processed immediately because you’re away from the office, then you still have access to that order 24 hours a day because it appears in a different part of your management system. Not only does this give you access whenever you need it, but it also helps prevent accidental cancellations from occurring due to human error.
  • Bigger Sales Vpume. When orders are placed through Facebook Shop, they go directly into your store’s management system instead of being handled by a third party service provider such as PayPal or Authorize.net. This means that Facebook Shop sales appear alongside sales from other channels in one place instead of being segregated into a different area where they may not get quite as much attention. In addition, because orders go directly into your system, there is less chance that a sale will fall through the cracks – if a customer places an order online through one platform but pays through another, it’s possible that his or her order will get lost or forgotten about altogether! With Facebook Shop, however, all orders go directly into your system so there is no chance of missing out on opportunities.

The process to integrate Facebook Shops 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.