Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Facebook Pages allow businesses to develop their brand, grow their audience and start conversations with customers and people interested in learning more.Facebook Page Integrations
Wealthbox CRM + Facebook PageCreate Page Photo to Facebook Page from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + Facebook PageCreate Page Post to Facebook Page from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + Facebook PageCreate Page Photo to Facebook Page from New Event in Wealthbox CRM Read More...
Wealthbox CRM + Facebook PageCreate Page Post to Facebook Page from New Event in Wealthbox CRM Read More...
Wealthbox CRM + Facebook PageCreate Page Photo to Facebook Page from New Project in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + Facebook Page without coding knowledge. Start creating your own business flow.
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.
Triggers whenever you or anyone posts to your Page's Timeline.
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.
Uploads a photo to Facebook Page and also posts it to the stream.
Generates a new page "stream" post on a page.
Wealthbox CRM refers to a social media platform for small businesses to manage their customer relationship. It enables the business owner to set up a page where customers comment, rate, and interact with them through advertisements, coupons, surveys, etc. The users can also send comments to website owners, receive feedbacks from the business owner, request information or services via email or phone call. These are just some of the advantages that are offered by this effective top.
It is an online space where people can connect to other people, places, and organizations. People can share photos, announcements, links, videos, events, and create groups with friends about their common interests. There are two types of Facebook accounts. personal account and business account. Business accounts are used by companies to promote products and services.
Both of these platforms are designed for the same purpose. They are intended to help users build relationships with others through social media. The integration of these tops results in an advantage to small businesses. They get more exposure, which means they can get more customers. By integrating these two platforms, business owners can attract more customers since they have more options on how they want to engage with them.
There are several benefits that come with the integration of these two platforms. These include:
The process to integrate Wealthbox CRM and Facebook Page 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.