Connect
Facebook Leads
to Wealthbox CRM

Want to automatically transfer leads from Facebook? At the moment we do not have a ready-made integration with the Wealthbox CRM, but our developers are working on this integration.

After we complete the integration, you will not need to manually download leads from Facebook to Wealthbox CRM. Our system will check for new leads 24 hours a day, 7 days a week. Without days off and holidays.

The Wealthbox CRM service was developed specifically for financial advisors, allowing them to flexibly interact with clients and manage staff. An important part of the software is the contact management module, with its help you can structure the base of customers and partners by adding data such as emails, phone numbers and calls, files, financial calculations and much more to it.

Another key Wealthbox CRM tool is the social media monitoring module. It makes it possible to monitor the activity of contacts on social networks through a single interface, tracking comments, posts, published content, etc. And the online telephony module allows you to call numbers from the contact list directly through the web application.

With Wealthbox CRM, you can automatically sync email and files between the interface and the Dropbox cloud storage without risking losing important data. In addition, the system provides the ability to group contacts and tag them with tags, filter contacts, letters and other content, and also specify any additional information in their profiles.

Wealthbox CRM allows administrators to manage user access levels, automatically launch email campaigns, track employee activity, schedule meetings and events through an online calendar. Separately, it is worth noting the functionality for managing capabilities and generating reports, data protection tools, built-in file storage and a number of integrations with third-party services. The platform can be used through a web interface and a mobile application.

If you want to connect, integrate or sync Facebook Leads Ads with Wealthbox CRM - Sign up now and in 5 minutes new leads will be automatically sent to Wealthbox CRM. Try a free trial!