Wealthbox CRM + Facebook Lead Ads Integrations
Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Facebook Lead Ads
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
About Facebook Lead Ads
Facebook lead ads are one of the most effective ways to generate leads on Facebook. it is useful for marketers or businesses who want to automate actions on their leads.
Facebook Lead Ads IntegrationsLooking for the Facebook Lead Ads Alternatives? Here is the list of top Facebook Lead Ads Alternatives
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Salesforce
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LinkedIn Lead Gen Forms
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IDX Leads
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Leadpages
Best ways to Integrate Wealthbox CRM + Facebook Lead Ads
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Facebook Lead Ads + Wealthbox CRM
Create Household to Wealthbox CRM from New Lead in Facebook Lead Ads Read More...When this happens...
New Lead
Then do this...
Create Household
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Facebook Lead Ads + Wealthbox CRM
Create Project to Wealthbox CRM from New Lead in Facebook Lead Ads Read More...When this happens...
New Lead
Then do this...
Create Project
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Facebook Lead Ads + Wealthbox CRM
Create Note to Wealthbox CRM from New Lead in Facebook Lead Ads Read More...When this happens...
New Lead
Then do this...
Create Note
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Facebook Lead Ads + Wealthbox CRM
Start Workflow in Wealthbox CRM when New Lead is created in Facebook Lead Ads Read More...When this happens...
New Lead
Then do this...
Start Workflow
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Facebook Lead Ads + Wealthbox CRM
Create Contact to Wealthbox CRM from New Lead in Facebook Lead Ads Read More...When this happens...
New Lead
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Wealthbox CRM + Facebook Lead Ads without coding knowledge. Start creating your own business flow.
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New Comment
Triggers when a new comment is created.
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New Contact
Triggers when a new contact is created.
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New Event
Triggers when a new event is created.
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New Note
Triggers when a new note is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Project
Triggers when a new project is created.
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New Workflow
Triggers when a new workflow is created.
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New Lead
Triggers the moment there is a new lead in your account.
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Add Member to Household
Adds a new family member to a household.
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Create Contact
Creates a new contact.
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Create Event
Creates a new event.
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Create Household
Create a new household
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Create Note
Creates a new note.
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Create Opportunity
Creates a new opportunity.
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Create Project
Creates a new project.
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Create Task
Creates a new task.
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Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
How Wealthbox CRM & Facebook Lead Ads Integrations Work
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Step 1: Choose Wealthbox CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Facebook Lead Ads as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Wealthbox CRM to Facebook Lead Ads.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Wealthbox CRM and Facebook Lead Ads
Economists and marketing experts agree that the key to long-term business success is customer satisfaction. It is also important to know what these customers want and how one can make them happy. To do this, it is necessary to be able to track and evaluate the current and potential clients’ behavior. Wealthbox CRM and Facebook Lead Ads can help you to achieve this goal.
Integration of Wealthbox CRM and Facebook Lead Ads
Wealthbox CRM allows to store and manage company data. The system is made up of three main components:
a database;
a Salesforce app;
CRM software.
The database is a place where contact information for both clients and prospects is stored. Salesforce app is a top used to create and send marketing materials. CRM software helps to organize and manage contacts or leads.
Facebook Lead Ads are forms available on Facebook. They allow users to subscribe to newsletter and updates from different companies/organizations. Users can choose categories and topics to which they want to subscribe from a long list of options available. This function exists since 2012.
In order to integrate the two systems, one needs to fplow these steps:
- In Wealthbox CRM, go to “Manage Forms”, click on “Add Form”, select “Lead Capture”, enter the name of the form – “Lead Capture – Wealthbox – Sign Up”, “Next Step” – “New Form”, fill in the details – “Website URL” – “https://www.facebook.com/lead_ad_form_creator/”, “Button Label” – “Sign Up with Wealthbox”, “Button Text” – “Submit”, “Next Step” – “Save”. Once done go to “Default Action Action Buttons”, select “Auto-fill Fields”, select all fields except for first field “Company Name”, “Next Step” – “Save”. Go to “Manage Forms”, select a form created earlier, “Default Action Action Buttons”, “Redirect Custom Page URL” – type http://www.wealthboxcrm.com/lead_conversion_success_page/, “Next Step” – “Save”. Done! Now whenever someone submits this form on Facebook, he will be redirected automatically to the specified page on Wealthbox CRM website (http://www.wealthboxcrm.com/lead_conversion_success_page/. One more step is left – enable the integration between Wealthbox CRM and Facebook Lead Ads. To do this please go to “Admin Panel”, select “Integrations”, select Facebook Lead Ads as the integration target, now you should see all leads submitted via Facebook Lead Ads in Wealthbox CRM.
Benefits of Integration of Wealthbox CRM and Facebook Lead Ads
Integration between Wealthbox CRM and Facebook Lead Ads allows to:
The process to integrate Wealthbox CRM and Facebook Lead Ads 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.
