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Instagram Lead Ads + Wealthbox CRM Integrations

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

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

Instagram Lead Ads are designed for businesses that want to reach their Instagram followers in a highly-targeted way, and convert them into leads and customers at scale.

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 Lead Ads + Wealthbox CRM

  • Instagram Lead Ads Wealthbox CRM

    Instagram Lead Ads + Wealthbox CRM

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

    Instagram Lead Ads + Wealthbox CRM

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

    Instagram Lead Ads + Wealthbox CRM

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

    Instagram Lead Ads + Wealthbox CRM

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

    Instagram Lead Ads + Wealthbox CRM

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

    Instagram Lead Ads + {{item.actionAppName}}

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

It's easy to connect Instagram 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 Instagram Lead Ads & Wealthbox CRM Integrations Work

  1. Step 1: Choose Instagram 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 Instagram 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 Instagram Lead Ads and Wealthbox CRM

Instagram Lead Ads

Instagram lead ads are advertisements that appear in the Instagram app and direct users to install mobile applications. These ads have a “Download” button that leads users to an App Store or Google Play page where they can learn more about the product and install it. However, these ads only appear when a user has shown interest in an app by fplowing its Instagram profile or searching for the brand name within the app.

Wealthbox CRM

Wealthbox is an enterprise-level CRM that allows sales teams to stay organized, on top of their leads, and close deals faster. This App is developed by Webease, Inc. It is available for free in the Apple App Store with a monthly subscription option at $39 per month. The application offers multiple features such as contact management, email/text campaign, lead tracking, etc.

Integration of Instagram Lead Ads and Wealthbox CRM

The integration of Instagram Lead Ads and Wealthbox CRM allows companies to track users who have fplowed their company’s Instagram account and/or searched for their company name in the Instagram app. This integration enables them to fplow up with these users and drive them to their website or app to download it. With this integration, companies can create a complete marketing funnel from Facebook ads to website visits to the download of their product or service. It also allows companies to track conversions from their Instagram ads to their website and see how many users have downloaded their mobile application from the download button on their Instagram ad.

Benefits of Integration of Instagram Lead Ads and Wealthbox CRM

There are several benefits for having Instagram lead ads integrated with a CRM system. Here are just a few:

Saves Sales Teams From Spending Time Calling Potential Customers. Having these two systems connected will save salespeople valuable time by not having to call potential customers who have visited their website or downloaded their app after seeing an Instagram ad. Salespeople will be able to narrow down potential customers through this system and only fplow up with the ones they want to reach out to.

Helps Create a Complete Marketing Funnel. Companies can seamlessly move potential customers who have engaged with them on Facebook into their CRM and track incoming traffic on their website where they have the opportunity to convert visitors into leads. Knowing which visitors become leads will allow companies to identify successful campaigns that they can replicate throughout their industry. This integration will also allow companies to identify those who are not converting so that they can target these individuals with different types of ads and attract them to convert into leads for their business.

Aids in Analytics. Having this system integrated with a CRM will allow companies to view analytics of their Instagram campaign on a weekly basis. This will also aid in identifying new leads for your company’s business and help you understand which ads are most effective. With this information, companies can then make necessary changes to their campaigns that will improve how much traffic they receive on their website or app.

I have chosen to write about the integration of Instagram Lead Ads and a CRM system because I believe this is a revputionary way to connect potential customers with brands on social media platforms. With this integration, companies can increase sales and improve their business by increasing leads, website traffic, and downloads of their products or services.

The process to integrate Instagram 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.