Coming soon

Connect
Facebook Leads
to Wealthbox CRM

After we make the integration with the Wealthbox CRM, the following options will be available: Improve the efficiency of working with Wealthbox CRM by streamlining the transfer of leads from Facebook. Data will be transmitted as soon as the user leaves it.

Vote to create an integration with Wealthbox CRM

Sync Facebook Leads to Wealthbox CRM

Sync 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.

Coming soon
Connect Facebook Leads Ads with Wealthbox CRM Integrate in 1 click

Integrate Facebook Leads Ads with Wealthbox CRM

How will it work?
  1. SaveMyLeads constantly monitors information about new leads on Facebook
  2. As soon as a new lead has appeared, our service will automatically take all the data about the lead and transfer it to the Wealthbox CRM.
What do you need to get started?
  1. Connect Facebook Leads Ads account
  2. Connect Wealthbox CRM account
  3. Enable transfer of leads from Facebook to Wealthbox CRM

Vote for the integration with the Wealthbox CRM. The more votes, the faster we will make the integration. The voting form is at the top of the page.

Free trial

Q&A about Connect & Sync Facebook Leads with Wealthbox CRM

How to integrate Facebook Leads and Wealthbox CRM?

After we complete the integration:
  • You need to register in SaveMyLeads
  • Choose what data to transfer from Facebook to Wealthbox CRM
  • Turn on auto-update
  • Now data will be automatically transferred from Facebook to Wealthbox CRM

How long does it take to integrate Facebook Leads to Wealthbox CRM?

Depending on the system with which you will integrate, the setup time may vary and range from 5 to 30 minutes. On average, setup takes 10-15 minutes.

How much does it cost to integrate Facebook with Wealthbox CRM?

You don't need to pay anything for the integration itself, and all the functionality is available at all tariffs.You pay only for the amount of data that is actually transferred from one of your systems to another through our service.If you have a small amount of data per month, you can safely use a free plan or switch to a paid one, if necessary.

How many services ready to integration and send leads from FB?

We will have 40+ integrations ready.

What is Wealthbox CRM?

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 - Sing up now and in 5 minutes new leads will be automatically sent to Wealthbox CRM. Try a free trial!

Pricing & Plans
Start
$15
/ Month
Billed annualy - 0 (USD)
Save $48
Free 14 Day Trial
  • 5 Connections
  • 2'000 leads/month
  • Real-Time Lead Sync
  • Unlimited Ad Accounts
  • Unlimited Ad Forms
  • Email Support
Basic
$29
/ Month
Billed annualy - 8 (USD)
Save $120
Free 14 Day Trial
  • 25 Connections
  • 5'000 leads/month
  • Real-Time Lead Sync
  • Unlimited Ad Accounts
  • Unlimited Ad Forms
  • Email/Chat Support
  • Auto Failure Resync
Business
$79
/ Month
Billed annualy - 8 (USD)
Save $240
Free 14 Day Trial
  • Unlimited Connections
  • 20'000 leads/month
  • Real-Time Lead Sync
  • Unlimited Ad Accounts
  • Unlimited Ad Forms
  • Priority Email/Chat Support
  • Auto Failure Resync
Agency
$399
/ Month
Billed annualy - 88 (USD)
Save $1200
Free 14 Day Trial
  • Unlimited Connections
  • 150'000 leads/month
  • Real-Time Lead Sync
  • Unlimited Ad Accounts
  • Unlimited Ad Forms
  • Priority Email/Chat Support
  • Auto Failure Resync
  • Dedicated Cloud Server