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LinkedIn + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between LinkedIn and Wealthbox CRM

About LinkedIn

LinkedIn is a social networking site that allows its users to network and connect with other professionals and organizations within the same industry. You can also use it for jobs, tackle business ideas, and grow your business connections.

About Wealthbox CRM

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

Wealthbox CRM Integrations

Best LinkedIn and Wealthbox CRM Integrations

  • LinkedIn LinkedIn

    Facebook Page + LinkedIn

    Share new Facebook Pages posts to LinkedIn Read More...
    When this happens...
    LinkedIn New Post to Your Timeline
     
    Then do this...
    LinkedIn Create Share Update
    Having a Facebook page is a great way to promote a business. It is the best place for businesses to attract new customers by sharing information about their products and services. After setting this integration up, Appy Pie Connect automatically posts your Facebook Page posts to your LinkedIn account, keeping the audience of your social media channels engaged simultaneously.
    How It Works
    • Triggers when a new post is posted on your Facebook Page
    • Appy Pie Connect shares the post to LinkedIn
    What You Need
    • A Facebook Page
    • A LinkedIn account
  • LinkedIn LinkedIn

    Twitter + LinkedIn

    Share new Twitter posts to LinkedIn Read More...
    When this happens...
    LinkedIn User Tweet
     
    Then do this...
    LinkedIn Create Share Update
    If you use both popular business social networks, LinkedIn as well as Twitter, posting the same status to both networks can be time consuming. With this integration, you can post the same status to LinkedIn right from your Twitter account. After you've activated this Twitter-LinkedIn integration, whenever you tweet from your Twitter account, Appy Pie Connect will automatically post the same Tweet from your Twitter account to LinkedIn Page, keeping both your social channels’ audience engaged at the same time.
    How It Works
    • A new tweet from an authorized user is posted on Twitter
    • Appy Pie Connect copies your Tweets and shares it to your LinkedIn page
    What You Need
    • A Twitter account
    • A LinkedIn account
  • LinkedIn LinkedIn

    Twitter + LinkedIn

    Share new updates from LinkedIn alongwith content from your tweets Read More...
    When this happens...
    LinkedIn My Tweet
     
    Then do this...
    LinkedIn Create Share Update
    Connect your Twitter account with LinkedIn, and effortlessly share posts across both the platforms in one go. Once the Twitter – LinkedIn integration is live, every time you share a post on Twitter, the same post will be automatically shared on your LinkedIn profile.
    How This Integration Works
    • Share post on Twitter
    • Appy Pie Connect shares the same tweets to your LinkedIn profile
    What Do You Require
    • A Twitter account
    • A LinkedIn account
  • LinkedIn LinkedIn

    Twitter + LinkedIn

    Add new Tweets to your company LinkedIn profile Read More...
    When this happens...
    LinkedIn My Tweet
     
    Then do this...
    LinkedIn Create Company Update
    With Twitter – LinkedIn integration from Appy Pie Connect, you can now manage your social media profiles on the go in a hassle-free manner. After setting up this integration, every time you share a new post on Twitter, your company’s LinkedIn profile will be updated with the same Tweet.
    How This Connect Works
    • Post a message on Twitter
    • Appy Pie Connect adds that Tweet to your company’s LinkedIn profile
    Apps Needed
    • Twitter
    • LinkedIn
  • LinkedIn LinkedIn

    MailChimp + LinkedIn

    Share your MailChimp Campaigns on LinkedIn profile Read More...
    When this happens...
    LinkedIn New Campaign
     
    Then do this...
    LinkedIn Create Share Update
    MailChimp is one of the best email marketing automation tools that lets you stay in touch with groups of people via email. When you combine it with LinkedIn, you add another dimension into your marketing strategy. Once set up, Appy Pie Connect will automatically share your new MailChimp campaign straight to LinkedIn to attract more subscribers. That way, your business can get more out of your marketing strategy.
    How this MailChimp-LinkedIn integration works
    • A new campaign is sent to your MailChimp subscribers.
    • Appy Pie Connect shares that campaign on your LinkedIn profile.
    What You Need
    • A Mailchimp Account
    • A LinkedIn Account
  • LinkedIn LinkedIn

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    LinkedIn {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect LinkedIn + Wealthbox CRM in easier way

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

    Triggers
  • 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.

    Actions
  • Create Company Update

    A new update is created for your company page.

  • Create Share Update

    A status update sharing some content is posted.

  • 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.

How LinkedIn & Wealthbox CRM Integrations Work

  1. Step 1: Choose LinkedIn as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate LinkedIn with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Wealthbox CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Wealthbox CRM with Appy Pie Connect.

    (2 minutes)

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