Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Twitter is a social networking platform that allows its users to send and read micro-blogs of up to 280-characters known as “tweets”. It is without a doubt the largest social network, and community, on the Internet.Twitter Integrations
Twitter + Google SheetsSave Twitter mentions to a Google Sheets spreadsheet Read More...
Twitter + Facebook PagePost new Tweets from a Twitter user to your Facebook Page Read More...
Twitter + GmailSend an Email Notification to a Colleague, Friend or Family Member When a Specific User Tweets Read More...
It's easy to connect Wealthbox CRM + Twitter 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 every time the specified user likes a tweet.
Triggers every time you create a new tweet.
Triggers whenever your chosen user gets a new follower.
Triggers whenever you gain a new follower.
Triggers from mention of search term in a specific geo location.
Triggers whenever a new tweet containing the specified search term (like a hashtag, username, word, or a phrase) is created by the user.
Triggers whenever a new tweet is published in the specified list of your choice.
Triggers every time a specific user tweets.
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.
A user is added to one of your lists.
Includes an image in the tweet.
Composes a tweet.