We'll send you an email when the integration is ready and keep you informed on all the latest Connect updates.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Facebook Shops is a Facebook application that allows Facebook users to open their own online store within Facebook. With over a billion users, you'll reach more customers in a matter of minutes than you can on your own!Facebook Shops Integrations
It's easy to connect Wealthbox CRM + Facebook Shops 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.
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.