?>

Wealthbox CRM + Bitly Integrations

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

About Wealthbox CRM

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

Best Wealthbox CRM and Bitly Integrations

  • Wealthbox CRM Google Sheets

    bitly + Google Sheets

    Add a new row on Google Sheets for every new Bitly link Read More...
    When this happens...
    Wealthbox CRM New Bitlink
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Connect your Bitly account to Google Sheets and create a new Google Sheets row every time you shorten a link in bitly.com. Appy Pie Connect will watche the page you are working with, and creates a new row in the designated sheet every time a new shortened link is created. With this simple Appy Pie Connect integration you can have every shortened Bitly URL automatically create a row in Google Sheets.
    How This Integration Works
    • A new Bitlink is created in your Bitly account
    • Appy Pie Connect adds that link to a spreadsheet in your Sheets account
    Apps Involved
    • Bitly
    • Google Sheets
  • Wealthbox CRM Facebook Page

    bitly + Facebook Page

    Share new Bitly links to your Facebook Page Read More...
    When this happens...
    Wealthbox CRM New Bitlink
     
    Then do this...
    Facebook Page Create Page Post
    This Appy Pie Connect integration will watch your Bitlinks feed for new items and immediately send them to a Facebook Page that you specify. Each time a new Bitlink is created in Bitly, Appy Pie Connect will add it to Facebook Pages. You can even have each new Bitlink you post automatically post to a Facebook Page of your choosing.
    How This Bitly-Facebook Page Integration Works
    • A new Bitlink is created in your Bitly account
    • Appy Pie Connect will posts that link to your Facebook Pages
    What You Need
    • Bitly
    • Facebook Page
  • Wealthbox CRM Twitter

    bitly + Twitter

    Post your newly-created Bitlink on Twitter Read More...
    When this happens...
    Wealthbox CRM New Bitlink
     
    Then do this...
    Twitter Create Tweet
    Put your Bitlinks to work by automatically posting them to Twitter. Use Appy Pie Connect to post your new Bitlinks on Twitter. Integrate your Bitlinks account with Twitter, and Appy Pie Connect will watch for a new Bitlink and automatically post it to Twitter. Setup a this Bitly-Twitter to automatically post new Bitlinks you share on Twitter.
    How This Bitly-Twitter Integration Works
    • A new link is created in Bitly
    • Appy Pie Connect posts it on Twitter
    What You Need
    • Bitly
    • Twitter
  • Wealthbox CRM Twitter

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

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

It's easy to connect Wealthbox CRM + Bitly 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.

  • New Bitlink

    Trigger when you create a New Bitlink.

    Actions
  • 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.

  • Create Bitlink

    Saves a Bitlink to your user history in Bitly. Returns a shortened URL.

How Wealthbox CRM & Bitly Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Bitly as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Bitly with Appy Pie Connect.

    (2 minutes)

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