Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Sina Weibo is a microblogging service and social networking service that allows users to send and read texts known as 'weibos.' It is called the Chinese version of Twitter.Sina Weibo Integrations
Sina Weibo + ZendeskCreate Zendesk Tickets for Every New Post on Sina Weibo Read More...
Sina Weibo + ZendeskCreate a Zendesk Ticket Whenever a New Friend is Added on Sina Weibo Read More...
It's easy to connect Wealthbox CRM + Sina Weibo 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.
New Followers List
New Post on Home 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.