Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Facebook Pages allow businesses to develop their brand, grow their audience and start conversations with customers and people interested in learning more.Facebook Page Integrations
Facebook Page + TwitterCreate Twitter image tweets from new Facebook Page posts Read More...
Facebook Page + Google SheetsArchive posts on Facebook Page to Google Sheets Read More...
It's easy to connect Wealthbox CRM + Facebook Page 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 whenever you or anyone posts to your Page's Timeline.
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.
Uploads a photo to Facebook Page and also posts it to the stream.
Generates a new page "stream" post on a page.