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Wealthbox CRM + Facebook Page Integrations

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

About Wealthbox CRM

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

About Facebook Page

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 Alternatives

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

  • Twitter Twitter
  • LinkedIn LinkedIn
  • WordPress WordPress
  • Sina Weibo Sina Weibo

Best Wealthbox CRM and Facebook Page Integrations

  • Wealthbox CRM Linkedin

    Facebook Page + Linkedin

    Share new Facebook Pages posts to LinkedIn Read More...
    When this happens...
    Wealthbox CRM New Post to Your Timeline
     
    Then do this...
    Linkedin Create Share Update
    Having a Facebook page is a great way to promote a business. It is the best place for businesses to attract new customers by sharing information about their products and services. After setting this integration up, Appy Pie Connect automatically posts your Facebook Page posts to your LinkedIn account, keeping the audience of your social media channels engaged simultaneously.
    How It Works
    • Triggers when a new post is posted on your Facebook Page
    • Appy Pie Connect shares the post to LinkedIn
    What You Need
    • A Facebook Page
    • A LinkedIn account
  • Wealthbox CRM Twitter

    Facebook Page + Twitter

    Tweet Posts From A Facebook Page Read More...
    When this happens...
    Wealthbox CRM New Post to Your Timeline
     
    Then do this...
    Twitter Create Tweet
    This integration will let your Twitter followers see everything that you and your team members post on your Facebook Page. After activating this integration, Appy Pie Connect automatically posts your Facebook Page posts to your Twitter account, keeping the audience of both social media channels engaged simultaneously. This Connect is the best option for those who handle multiple social media platforms.
    How it Works
    • A new post is posted on Facebook Page
    • Appy Pie Connect tweets that post on Twitter automatically
    What You Need
    • A Facebook account (with an access of page admin)
    • A Twitter account
  • Wealthbox CRM Twitter

    Facebook Page + Twitter

    Create Twitter image tweets from new Facebook Page posts Read More...
    When this happens...
    Wealthbox CRM New Post to Your Timeline
     
    Then do this...
    Twitter Create Image Tweet
    Let your Twitter followers see what you post on your Facebook Page. After setting up this Connect, whenever you update a post containing image(s) on your Facebook page, Appy Pie Connect will create image Tweets from that post and automatically post it to your Twitter account.
    How it Works
    • Triggers when a new post containing image(s) is added to your Facebook page
    • Appy Pie Connect will automatically create and post an image Tweet to your Twitter account.
    What You Need
    • A Facebook Pages account
    • A Twitter account
  • Wealthbox CRM Google Sheets

    Facebook Page + Google Sheets

    Archive posts on Facebook Page to Google Sheets Read More...
    When this happens...
    Wealthbox CRM New Post to Your Timeline
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    This integration will help you save your Facebook page posts in an organized manner. After setting up this integration, every time you post something on your FB page, we will automatically archive that post to your Google Sheets. This connect will save you posts’ content in details along with time and date, keeping them safe for future reference.
    How It Works
    • A new post is posted on your Facebook Page
    • Appy Pie Connect will automatically save that post as a new row in your Google Sheets spreadsheet
    What You Need for this Integration
    • A Facebook account
    • A Google account (with Google Sheets access)
  • Wealthbox CRM Slack

    Facebook Page + Slack

    Share New Facebook Page Posts To Slack Read More...
    When this happens...
    Wealthbox CRM New Post to Your Timeline
     
    Then do this...
    Slack Send Channel Message
    Let your team members know what is new on your company’s Facebook Page by setting up this integration. Once this Connect is active, every time a new update is posted on your business Facebook Page, Appy Pie will automatically send a message to Slack. Our platform will help you establish this Connect in just a few minutes.
    How It Works
    • A new post is published on your Facebook Page
    • Appy Pie Connect automatically sends it to Slack
    What You Need
    • A Facebook account (with access to the Facebook Page)
    • A Slack account
  • Wealthbox CRM Slack

    {{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 Page in easier way

It's easy to connect Wealthbox CRM + Facebook Page 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 Post to Your Timeline

    Triggers whenever you or anyone posts to your Page's Timeline.

    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 Page Photo

    Uploads a photo to Facebook Page and also posts it to the stream.

  • Create Page Post

    Generates a new page "stream" post on a page.

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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