Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Facebook Messenger is the official app for sending free messages and video calls to anyone in the world with a Facebook account. Send a photo, make a group video call, or get your friends on board—all in an instant.Facebook Messenger Integrations
Gmail + Facebook MessengerSend new Gmail emails with an attachment to Facebook Messenger as a message [REQUIRED : Business Gmail Account] Read More...
Want to send an email attachment to Facebook Messenger? Use this Gmail-Facebook Messenger integration and Appy Pie Connect will take care of the whole thing. This Connect will trigger whenever you get a new email in Gmail with an attachment, automatically sending it to Facebook Messenger as a message. You only need to decide what kind of attachment you want to send to Facebook Messenger, otherwise, this Connect will send every email on Gmail with attachment to your Facebook Messenger.
Note: To use this integration you must have a Business Gmail account.
It's easy to connect Wealthbox CRM + Facebook Messenger 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.
Triggers when a new Message is sent to a page.
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.