Integrate Twitter with Wealthbox CRM

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

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About Twitter

Twitter is a social networking platform that allows its users to send and read micro-blogs of up to 280-characters known as “tweets”. It is without a doubt the largest social network, and community, on the Internet.

About Wealthbox CRM

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

Want to explore Twitter + Wealthbox CRM quick connects for faster integration? Here’s our list of the best Twitter + Wealthbox CRM quick connects.

Explore quick connects
Connect Twitter + Wealthbox CRM in easier way

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

  • Triggers
  • Liked Tweet

    Triggers every time the specified user likes a tweet.

  • My Tweet

    Triggers every time you create a new tweet.

  • New Follower

    Triggers whenever your chosen user gets a new follower.

  • New Follower of Me

    Triggers whenever you gain a new follower.

  • Search & Geo Mention

    Triggers from mention of search term in a specific geo location.

  • Search Mention

    Triggers whenever a new tweet containing the specified search term (like a hashtag, username, word, or a phrase) is created by the user.

  • Tweet in List

    Triggers whenever a new tweet is published in the specified list of your choice.

  • User Tweet

    Triggers every time a specific user tweets.

  • 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 User to List

    A user is added to one of your lists.

  • Create Image Tweet

    Includes an image in the tweet.

  • Create Tweet

    Composes a tweet.

  • 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 Twitter & Wealthbox CRM Integrations Work

  1. Step 1: Choose Twitter 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 Twitter to Wealthbox CRM.

    (2 minutes)

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

Integration of Twitter and Wealthbox CRM


Twitter is an online social networking site, which was launched in 2006. It allows users to send and read each other’s messages or tweets. Users can also create their personal profiles. Each tweet is limited to 140 characters, which makes it easy to communicate in a concise manner. Anyone can use Twitter, but only those who are over the age of 13 years can create accounts. Twitter has become one of the most popular forms of communication. It has more than 200 million active users, who send out about 340 million tweets per day (Parsons, 2011.

Wealthbox CRM

Wealthbox CRM is an online marketing automation software that helps companies to manage their sales efficiently. The software tracks company events, such as new leads, phone calls, emails, quotes and sales. It records data related to the activities of the sales team and sends out automated emails based on the information cplected. The software can be accessed through mobile devices. It has many features, including integrated reporting, activity tracking, calendar management, lead scoring, email tracking and much more. Some of the features are available for free while some are available for a monthly fee.

Integration of Twitter and Wealthbox CRM

The integration of Twitter with Wealthbox CRM helps large businesses to track their clients more effectively. This integration enables all the employees of these companies to monitor the activities of their clients through Twitter. It also enables them to respond quickly to any queries or concerns raised by their clients on Twitter. This integration also provides companies with an opportunity to expand their reach across the globe. They can do so by targeting the right customers directly based on their interests and preferences.

Benefits of Integration of Twitter and Wealthbox CRM

Some of the benefits of integrating Twitter with Wealthbox CRM are listed below.

The software helps companies to get direct feedback from their clients, which helps them improve their services. The software enables them to interact with their clients in real time. If they receive an inquiry regarding any product or service, they can respond quickly to it through Twitter. It also allows them to cplect customer contact information, which they can use for future promotions. The software increases the efficiency of the sales team when it comes to generating leads and closing deals. It helps them to track their leads and close deals faster than before. It also gives companies an opportunity to increase their conversions by making it easier for clients to make purchases through the website.

In conclusion, we can say that integrating Twitter with Wealthbox CRM is beneficial to both companies and customers. Companies gain better insight into their customers and can respond quickly to their queries and concerns through Twitter. Customers will receive quicker service and better quality services from companies that integrate Twitter with Wealthbox CRM. This integration also allows companies to expand their reach across the globe and target potential customers directly based on their interests and preferences.

The process to integrate Twitter 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm

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