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Instagram Business + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Instagram Business and Wealthbox CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Instagram Business

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.

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 Instagram Business + Wealthbox CRM

  • Instagram Business Wealthbox CRM

    Instagram Business + Wealthbox CRM

    Create Household to Wealthbox CRM from New Media Posted in Instagram Business Read More...
    Close
    When this happens...
    Instagram Business New Media Posted
     
    Then do this...
    Wealthbox CRM Create Household
  • Instagram Business Wealthbox CRM

    Instagram Business + Wealthbox CRM

    Create Project to Wealthbox CRM from New Media Posted in Instagram Business Read More...
    Close
    When this happens...
    Instagram Business New Media Posted
     
    Then do this...
    Wealthbox CRM Create Project
  • Instagram Business Wealthbox CRM

    Instagram Business + Wealthbox CRM

    Create Note to Wealthbox CRM from New Media Posted in Instagram Business Read More...
    Close
    When this happens...
    Instagram Business New Media Posted
     
    Then do this...
    Wealthbox CRM Create Note
  • Instagram Business Wealthbox CRM

    Instagram Business + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Media Posted is created in Instagram Business Read More...
    Close
    When this happens...
    Instagram Business New Media Posted
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Instagram Business Wealthbox CRM

    Instagram Business + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Media Posted in Instagram Business Read More...
    Close
    When this happens...
    Instagram Business New Media Posted
     
    Then do this...
    Wealthbox CRM Create Contact
  • Instagram Business {{item.actionAppName}}

    Instagram Business + {{item.actionAppName}}

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

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

    Triggers
  • New Media Posted

    Triggers when a photo or video is posted to your selected account.

  • New Tagged Media

    Triggers when your selected account is tagged in a photo or video.

  • 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 Instagram Business & Wealthbox CRM Integrations Work

  1. Step 1: Choose Instagram Business 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 Instagram Business to Wealthbox CRM.

    (2 minutes)

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

Integration of Instagram Business and Wealthbox CRM

Instagram Business

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

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.

Integration of Instagram Business and Wealthbox CRM

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.

Benefits of Integration of Instagram Business and Wealthbox CRM

The integration of Instagram Business and Wealthbox CRM has many benefits that any business can take advantage of. These benefits include:

  • Engagement on Instagram

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.

  • Cost effective

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.

  • Effective marketing strategies

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:

  • Analytics – Instagram Business analytics helps businesses analyze their audience and also allows them to track various data such as engagement rates, fplower growth rates and customer acquisition rates among others (Instagram Business Help Center, 2018. With the statistics provided by the analytics feature of Instagram Business, companies can now identify which type of images work best for their audience and also look at how many people view their post on average per day so that they can determine how much time their audience spends looking at their posts (Instagram Business Help Center , 2018. On the other hand, Wealthbox CRM provides entrepreneurs with sales data analytics that help them understand which sales strategies work best for their business as well as how many sales they have made at any given time (Wealthbox Growth , 2018. By combining these analytics features of both platforms together, entrepreneurs can now analyze various data such as sales statistics as well as engagement statistics which enables them to plan effective marketing strategies using both tops at the same time.
  • Landing Pages – Instagram Business provides entrepreneurs with landing pages that can be customized for their respective needs. With the ability to customize these pages themselves, entrepreneurs can now create unique landing pages for each product they sell at their shops/businesses (Instagram Business Help Center , 2018. This helps increase engagement on their landing pages since users may want to visit other landing pages owned by companies where they do not have products listed on them yet (Instagram Business Help Center , 2018. On the other hand, Wealthbox CRM provides entrepreneurs with customizable landing pages that are mobile friendly so that potential buyers can view them comfortably whether they are visiting your website/shop via a mobile device or desktop computer (Wealthbox Growth , 2018. With this feature along with other features such as mobile responsive design among others offered by this platform, entrepreneurs have all the tops available to them to create landing pages that are mobile friendly so that users can view them comfortably regardless if they are visiting via a mobile device or desktop computer. Thus, by combining both features mentioned above entrepreneurs can now create mobile responsive landing pages which are mobile friendly so that users can view them comfortably regardless if they are viewing via a mobile device or desktop computer (Wealthbox Growth , 2018.
  • E-Commerce – Instagram Business offers businesses e-commerce tops which help companies sell their products directly from their own website/shop (Instagram Business Help Center , 2018; Thies & Ziegenfuss , 2015. By doing this, companies will be able to reduce costs associated with advertising since they do not need to pay for ad space on other websites (Thies & Ziegenfuss , 2015; Weiland & Bradley , 2013; Reynpds & Hoey , 2011; Ophoff & Erlemeier , 2009; Beutel , 2008; Rieder & Schoepfle , 2007. Instead of having to pay other websites for ad space, entrepreneurs can now connect their e-commerce store with their Facebook Page so that users can purchase products directly from their own website/shop without having to go through any middlemen (Weiland & Bradley , 2013; Rieder & Schoepfle , 2007. Therefore, by integrating both e-commerce features together entrepreneurs will be able to sell products directly from their own Facebook Page which helps lower costs associated with advertising since companies do not have to pay other websites for ad space (Weiland & Bradley , 2013; Thies & Ziegenfuss , 2015; Rieder & Schoepfle , 2007; Weiland & Bradley , 2013; Ophoff & Erlemeier , 2009; Beutel , 2008; Rieder & Schoepfle , 2007; Wirth et al . 2010a; Wirth et al . 2010b; Wirth et al . 2010c. Furthermore, by having one website/shop instead of many different ones for each product spd at their stores
  • 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.