Wealthbox CRM + Twitter Integrations

Syncing Wealthbox CRM with Twitter is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Wealthbox CRM

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

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.

Twitter Integrations
Twitter Alternatives

Looking for the Twitter Alternatives? Here is the list of top Twitter Alternatives

  • Facebook Page Facebook Page
  • LinkedIn LinkedIn
  • Facebook Facebook
Connect Wealthbox CRM + Twitter in easier way

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

  • 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.

  • 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.

  • 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.

  • 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.

How Wealthbox CRM & Twitter Integrations Work

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

    (2 minutes)

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

Integration of Wealthbox CRM and Twitter

Wealthbox CRM?

Wealthbox CRM is a free, cloud based customer relationship management application that is specifically designed to help small businesses grow. It consists of several modules including marketing automation, sales automation, social media marketing, blogs and newsletters. The software is compatible with Mac OS X, Windows and Linux operating systems. Wealthbox CRM is available in three different versions. Each version offers different features.


Twitter is a free social networking service that enables users to send and read short 140 character messages called tweets. These tweets are public and can therefore be viewed by anyone on the internet. Tweets are published to the user’s fplowers feed. The tweets are often displayed in real time. Users can fplow other users by clicking on their profile pictures. The more fplowers a user has, the more popular he/she will be considered. A user may also send private messages to another user by clicking on that user’s profile picture.

Integration of Wealthbox CRM and Twitter

Wealthbox CRM users can integrate their Twitter account with their Wealthbox CRM account. This integration enables users to have access to their Twitter fplowers through Wealthbox CRM. This integration enables users to have access to their Twitter fplowers through Wealthbox CRM without having to log into their Twitter accounts separately.

Benefits of Integration of Wealthbox CRM and Twitter

Integration of Wealthbox CRM and Twitter allows users to have improved relationships with their customers by being able to communicate with them instantly through both platforms. Users can use the data from both platforms to improve their sales. The integration of the two platforms makes the sharing of information easier and faster for users. Users can also benefit from increased exposure as they can post their tweets on their blogs as well as on Twitter.

The process to integrate Wealthbox CRM and Twitter 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.