Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Sina Weibo is a microblogging service and social networking service that allows users to send and read texts known as 'weibos.' It is called the Chinese version of Twitter.Sina Weibo Integrations
Sina Weibo + Wealthbox CRMCreate Household to Wealthbox CRM from New Post on Hometimeline in Sina Weibo Read More...
Sina Weibo + Wealthbox CRMCreate Project to Wealthbox CRM from New Post on Hometimeline in Sina Weibo Read More...
Sina Weibo + Wealthbox CRMCreate Note to Wealthbox CRM from New Post on Hometimeline in Sina Weibo Read More...
Sina Weibo + Wealthbox CRMStart Workflow in Wealthbox CRM when New Post on Hometimeline is created in Sina Weibo Read More...
Sina Weibo + Wealthbox CRMCreate Contact to Wealthbox CRM from New Post on Hometimeline in Sina Weibo Read More...
It's easy to connect Wealthbox CRM + Sina Weibo 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.
New Followers List
New Post on Home 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.
Wealthbox is an ideal top for the management of business data. It offers several great features which will surely help you in your day to day business operations. Here are the highlights of the top:
The top comes with a built in email client so that you can send and receive emails from various sources. Moreover, you will also be able to send and receive instant messages in the same client. You can also send and receive faxes through it. And if that’s not enough, you will even be able to share spreadsheets in the same client.
The top offers a feature which allows you to categorize all your contacts into groups. These groups can be organized by any category like by location, profession, etc. The top also allows you to create custom greetings for each group. This way, when someone calls you, you can identify them easily. The top has a full featured calendar which allows you to keep track of all your appointments and meetings. You can also add events like birthdays or anniversaries to the calendar which will remind you every year when the event falls on.
The top comes with its own address book which automatically syncs with your computer address book. So, if you change the contact details of anyone in your computer address book, they will automatically be updated in the top’s address book as well.
The top also has a message tracking feature which helps you to track all your important messages so that you don’t lose track of them or miss any important information.
It also has an activity view which will show you the recent activities carried out in the top. So, you can easily see what happened just before a problem arose. And if you have any doubts about the actions being carried out by anyone in the organization, this feature will help you understand what happened just before that action was taken.
You can also see your entire calendar at one time instead of having to open individual calendars for each year, month or week. This makes it easier for you to keep track of what you are doing at any point of time. It also shows your complete history of past appointments.
Moreover, the top has a full featured reporting section which allows you to pull reports on various aspects of your business. For example, if you want to know how many calls made through your phone system were answered within one minute after they were made, then this report will show that. You can also get reports on how many emails were received during a certain period of time. The top also allows you to filter your data according to various criteria like by date, person, department etc.
Sina Weibo is a microblogging service provided by Sina Corporation in China. It has attracted an enormous number of users and continues to do so due to its unique features and ease of use. Here are some of its key features:
You can sign up for a Sina Weibo account in under 30 seconds without having to provide any personal information about yourself such as name, address etc. Once you have signed up, all you have to do is decide whether or not you want to make your posts public or keep them private and then start posting your updates. The posts won’t take more than 10 minutes of your time and yet they will provide invaluable exposure for your business and thousands of potential customers who don’t know about your products/services yet.
Sina Weibo is very powerful and flexible social network and yet extremely easy to use and manage because it doesn’t require much work from users. Unlike Facebook and Twitter where users have to post updates and comment on others’ posts constantly in order to get maximum exposure from their profiles, Sina Weibo users have an option of creating a status update once every week or two weeks or even longer depending on their choice without significantly affecting their exposure on the network. Instead of posting constant updates, they can just add a link on some other website on their status update and get more exposure from it than by repeatedly posting updates about the same topic again and again. This way they use less effort and time but still get better exposure on Sina Weibo than they would by using some other channels. It saves valuable time and effort while providing valuable exposure for businesses trying to get more customers from China.
Sina Weibo provides an interesting feature called Geotag which allows users to add ‘geotags’ to their posts. In simple words, this means that users can add GPS coordinates along with their posts so that people around the world who read their posts can see exactly where they are writing from along with a link to a map showing their exact location on it. This makes for very interesting reading and allows readers/viewers to feel a sense of closeness with the poster which makes them more likely to trust them and become a customer later on. This is what makes Sina Weibo very popular among Chinese people living abroad since it gives them an opportunity to connect with other Chinese people living in different parts of the world without having to spend lots of money on expensive phone calls or lots of time on video chats through Skype or similar services. They can simply write whatever they want about their lives in English (or whichever language they choose. and then add ‘geotags’ along with it so that people around the world can connect with them despite the fact that they might not speak the same language as them or live far away from each other geographically. You can also write posts about things which you are thinking about at present rather than waiting for something big or special to happen so that you can write about it later on. Many people find this very useful since they can simply write whatever is on their minds immediately instead of waiting for something special before they can write about it later on since there might not be anything special coming up in their lives anytime soon! This way they save time and effort while still getting maximum exposure for their thoughts/ideas/feelings etc. This is another reason why people consider Sina Weibo as something different than other social networks like Facebook or Twitter where people usually just share updates about what’s happening around them instead of sharing their innermost thoughts/feelings/thoughts etc. So, if you are looking for ways to increase your exposure/online presence without having to spend lots of money on it, then Sina Weibo is definitely one of the best tops available right now!
The process to integrate Wealthbox CRM and Sina Weibo 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.