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Wealthbox CRM + Instagram Business Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Instagram Business

About Wealthbox CRM

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

About Instagram Business

Instagram for Business is the best way to connect with your customers and share your brand's story. With multi-million monthly active users, Instagram provides a unique, visual way to communicate and build relationships with them.

Instagram Business Integrations

Best Wealthbox CRM and Instagram Business Integrations

  • Wealthbox CRM Dropbox

    Instagram Business + Dropbox

    Add new posts you like on Instagram Business to Dropbox Read More...
    When this happens...
    Wealthbox CRM New Tagged Media
     
    Then do this...
    Dropbox Upload File
    If you wish to keep a record of every post that you tagged on Instagram Business, we will do it for you. After connecting Instagram and Dropbox to each other, if you tagged a photo or video on Instagram Business, Appy Pie Connect will automatically save it to Dropbox as a new file. This integration will help you keep a permanent record of the posts that matter to you the most.
    How It Works
    • We will add it to Dropbox as a new file
    • Appy Pie Connect automatically adds data to a new row on Google sheets
    What You Need
    • An Instagram Business account
    • A Dropbox account
  • Wealthbox CRM Dropbox

    {{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 + Instagram Business in easier way

It's easy to connect Wealthbox CRM + Instagram Business 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 Media Posted

    Triggers when a photo or video is posted to your selected account.

  • New Tagged Media

    Triggers when your selected account is tagged in a photo or video.

    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 & Instagram Business 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 Instagram Business as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Instagram Business with Appy Pie Connect.

    (2 minutes)

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