Automatically sync your leads with the Facebook Lead Ads + Wealthbox integration

Facebook Lead Ads are a type of ads specifically designed to collect leads. Facebook Lead Ads are so much more than just a form because this kind of advertisement can help you drive objectives from the top of the funnel, such as Brand Awareness and Reach, to customer acquisition.

A significant benefit that characterizes Facebook Lead Ads is the simplicity of the lead generation process, compared to traditional ads that direct to the landing pages of the website. When users click on a Facebook Lead Ads, immediately display a registration form to insert their data, without leaving the social network, moreover, all registration forms are pre-filled automatically.

The innovative aspect of the pre-filled forms and the simplicity of the announcements are two important Facebook Lead Ads' features. Also, keep in mind that Facebook Lead Ads are optimized for mobile browsing and allow advertisers to collect leads from smartphones and tablets easily. Moreover, user data is automatically added by Facebook, which takes them from their profiles.

Wealthbox CRM is a Web-based CRM software, which highlights a social activity stream that allows advisors to collaborate internally with their staff and monitor external client and prospect activity coming from social networks and integrated financial apps. Wealthbox is designed for offices with solo practitioners as well as groups of advisors and their assistants. A full-featured companion mobile app is available for iPhone, iPad, and Android users and is free of charge. Wealthbox CRM has contact, task, automated workflow, opportunity, calendar and project management modules for advisors to track client activity, collaborate with staff, and build their books of business.

In addiction, this software offer the Activity Streams that allow advisors to collaborate on CRM updates in a real-time feed and receive notifications within the firm. Customized activity streams in Wealthbox can also import external data from social networks, financial planning/portfolio services, broker-dealers, custodian enterprises, and financial media publishers. Through social media integrations, financial advisors can view their prospects and clients on sites like Linkedin and Twitter, and import contact names, bios, and headshots for enriched contact management profiles.

Wealthbox is integrated with tools advisors use, such as Pershing's Albridge, Blueleaf, LaserApp and Quick! Form, with many more integrations in development and to be released soon.