Instagram for Business is the best way to connect with your customers and share your brand's story. With multi-million monthly active users, Instagram provides a unique, visual way to communicate and build relationships with them.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Instagram Business + Wealthbox CRMCreate Household to Wealthbox CRM from New Media Posted in Instagram Business Read More...
Instagram Business + Wealthbox CRMCreate Project to Wealthbox CRM from New Media Posted in Instagram Business Read More...
Instagram Business + Wealthbox CRMCreate Note to Wealthbox CRM from New Media Posted in Instagram Business Read More...
Instagram Business + Wealthbox CRMStart Workflow in Wealthbox CRM when New Media Posted is created in Instagram Business Read More...
Instagram Business + Wealthbox CRMCreate Contact to Wealthbox CRM from New Media Posted in Instagram Business Read More...
It's easy to connect Instagram Business + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a photo or video is posted to your selected account.
Triggers when your selected account is tagged in a photo or video.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Instagram Business is a platform that enables businesses and users of Instagram to establish and improve their brands and business online. With the help of the platform, brands can grow their brand awareness, reach, engagement and fplowers on Instagram. It was launched in April 2016 and at this time it had more than 200,000 active advertisers (DoubleClick, 2016.
Wealthbox CRM is a full-service marketing automation platform that enables small businesses, startups and freelancers to run their organization efficiently. The platform is super easy to use and can be used by anyone with little or no experience in marketing. It comprises six main features. Salesforce integration, e-commerce, landing pages, payment processing, reporting and billing.
With the integration of Instagram Business and Wealthbox CRM, users have access to two platforms that are meant for different services. Instagram Business is for branding while Wealthbox CRM is for marketing. Therefore, there are no concerns regarding the effectiveness of the two platforms in their individual fields. However, when they are integrated together, it becomes challenging to manage both platforms effectively. The reason being that these two platforms have different features which may result in confusion when one uses both platforms. For example, if you are using Instagram Business to market your products but you are using Wealthbox CRM to manage your customers’ information when they buy products from you, you may end up managing the same information in two different platforms. You also need to ensure that you are not mixing up the two platforms when it comes to setting up different campaigns/campaigns in the two platforms. This can be quite confusing because they operate differently in some ways. For example, when you set up a campaign in Instagram Business, you cannot set up a separate campaign in Wealthbox CRM. You can only create one campaign in one platform.
The integration of Instagram Business and Wealthbox CRM has many benefits that any business can take advantage of. These benefits include:
The integration of Instagram Business and Wealthbox CRM can help businesses get more engagement on their Instagram accounts. This is because it will enable them to get more exposure on Instagram than before if they were using the two platforms separately. The exposure will lead to increased engagement on their page. The reason for this is that both platforms promote the other if they are connected through the integration. For example, if you post an image on your Instagram account and it has been integrated with your Wealthbox CRM account, it will appear on your Facebook Page as well since the integration will enable your Facebook Page to be linked to your Instagram account. Thus, if someone visits your Facebook Page through your social media posts on Instagram, they will see the posts that were made on your Instagram account as well (Wealthbox Growth, 2018. This means that any post made on your Instagram account will appear on your Facebook Page automatically. This helps increase engagement on your Instagram account since users who visit your Facebook Page via your social media posts may fplow you on your Instagram page after they see the various products you sell on your Facebook Page. Thus, you will get more fplowers who will engage with your posts.
The integration of Instagram Business and Wealthbox CRM helps businesses save money if they were using the two platforms separately. For this reason, businesses may save a lot of money if they choose to integrate their two accounts from the onset. This is because if they were using the two platforms separately, they may end up paying for two different subscriptions per month without realizing it. Since they can now use both platforms at once, they will be able to save a lot of money every month by doing this. In addition to this, using both platforms together helps promote the business so that it gets more exposure around town. As a result of this, more people will know about it and they will begin buying products from the business which will help save even more money since they will not have to spend a lot of money marketing their products anymore (Wealthbox Growth, 2018.
The integration of Instagram Business and Wealthbox CRM helps entrepreneurs plan effective marketing strategies for their business since both platforms have features that help them market their business effectively. In addition to this, by integrating these two platforms together, small businesses can now have access to both services at an affordable rate which would otherwise cost them more money if they were using the two services separately (Wealthbox Growth, 2018. The reason for this is that each platform offers a variety of features that make marketing easier and less expensive for businesses and entrepreneurs alike (Instagram Business Help Center, 2018; Wealthbox Growth, 2018. These features include:
The process to integrate Instagram Business 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.