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Wealthbox CRM + Facebook Groups Integrations

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

About Wealthbox CRM

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

About Facebook Groups

Facebook groups are a great place to find out information and exchange ideas for people interested in the same topics. It also serves as a forum for discussion and feedback.

Facebook Groups Integrations

Best Wealthbox CRM and Facebook Groups Integrations

  • Wealthbox CRM Slack

    Facebook Groups + Slack

    Send a Slack channel message for every new Facebook Groups post Read More...
    When this happens...
    Wealthbox CRM New Post
     
    Then do this...
    Slack Send Channel Message
    Connect Facebook to Slack using Appy Pie Connect, instantly notify teems in Slack about any new post to Facebook Groups. No need for any custom code – Appy Pie Connect will automatically find the new posts on Facebook Groups and send a message to your channel with all the info you want. You can also filter on any group or page.
    How This Facebook Group-Slack Integration Works
    • A new message is posted in Facebook Group
    • Appy Pie Connect automatically send a message in your Slack Channel
    Apps Involved
    • Facebook Group
    • Slack
  • Wealthbox CRM Google Sheets

    Facebook Groups + Google Sheets

    Add new rows in Google Sheets for new Facebook Group posts Read More...
    When this happens...
    Wealthbox CRM New Post
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Instantly add new rows to a Google Sheets spreadsheet when a new post is made in a Facebook Group. Connect your Google Sheets and Facebook Group today, and every time a new post is made in a Facebook Group, add a new row to a Google Sheets spreadsheet.
    How This Facebook Group - Google Sheets Integration Works
    • A new message is posted on Facebook Group
    • Appy Pie Connect automatically create a new row on Google Sheets
    Apps Involved
    • Facebook Group
    • Google Sheets
  • Wealthbox CRM Gmail

    Facebook Groups + Gmail

    Send Gmail notifications when new Facebook Group posts are posted Read More...
    When this happens...
    Wealthbox CRM New Post
     
    Then do this...
    Gmail Send Email
    As the owner of a Facebook Group, you probably know that it's important to keep your members engaged with your group. Appy Pie Connect can help you receive a notification when a new post is published to your Facebook Group. Set it up once and whenever a new post is posted on Facebook Group, Appy Pie Connect will automatically send Gmail email with details from a new post in a specific Facebook Group.
    How This Facebook Group - Gmail Integration Works
    • A new message is posted on Facebook Group
    • Appy Pie Connect automatically send email in Gmail
    Apps Involved
    • Facebook Group
    • Gmail
  • Wealthbox CRM Facebook Groups

    Gmail + Facebook Groups

    Post Message in Facebook Group for new Gmail email matching a specific search term [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Wealthbox CRM New Email Matching Search
     
    Then do this...
    Facebook Groups Post Message

    Many businesses create a Facebook Group to promote their products or services as well as other business activities that directly or indirectly help them becoming a reputed brand in the market. However, posting content on a group requires consistent effort and time. Use this integration and put this process on auto-pilot. After setting this integration up, when a new email matching your search term is received on Gmail inbox, Appy Pie Connect will automatically post it to your Facebook Group, keeping your followers updated about the latest activities in your business.

    How this integration works
    • A new email matching a specific search term is received on Gmail
    • Appy Pie’s Connect automatically post it on your Facebook Group
    What You Need
    • A Gmail account
    • A Facebook Group account
  • Wealthbox CRM Facebook Groups

    {{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 + Facebook Groups in easier way

It's easy to connect Wealthbox CRM + Facebook Groups 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 Event

    Triggers when a new event is created for a group.

  • New Photo

    Triggers when a new photo is added to a group's feed.

  • New Post

    Triggers when a new status is added to a group's feed.

  • New Video

    Triggers when a new video is added to a group's feed.

    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.

  • Post Message

    Creates a new message post in a group's feed.

  • Post Photo

    Creates a new photo post in a group's feed.

How Wealthbox CRM & Facebook Groups 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 Facebook Groups as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Facebook Groups with Appy Pie Connect.

    (2 minutes)

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