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Wealthbox CRM + Facebook Messenger Integrations

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

About Wealthbox CRM

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

About Facebook Messenger

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
Facebook Messenger Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best Wealthbox CRM and Facebook Messenger Integrations

  • Wealthbox CRM Facebook Messenger

    Gmail + Facebook Messenger

    Send new Gmail emails with an attachment to Facebook Messenger as a message [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Wealthbox CRM New Attachment
     
    Then do this...
    Facebook Messenger Send Message from Page

    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.

    How It Works
    • A new email with attachment is received in Gmail
    • Appy Pie Connect automatically sends it to Facebook Messenger as a message.
    What You Need
    • A Gmail account
    • A Facebook Messenger account
  • Wealthbox CRM Facebook Messenger

    {{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 Messenger in easier way

It's easy to connect Wealthbox CRM + Facebook Messenger 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 Message sent to Page

    Triggers when a new Message is sent to a page.

    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.

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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