Automatically sync your leads with the LinkedIn Lead Gen Forms + Wealthbox integration

LinkedIn Lead Gen Forms is a solution that helps you drive high-quality leads from your Sponsored Content campaigns on Linkedin. These ads are particularly useful thanks to a design optimized for mobile devices. According to LinkedIn, 80% of involvement with sponsored content takes place on mobile devices. This creates a barrier when it comes to lead generation, because many users will not take the time to fill out a form.

This tool is handy to use because LinkedIn Lead Gen Forms allows you to acquire quality leads using pre-filled forms with LinkedIn profile data. This presents new opportunities to grow your lead generation strategy.

Being able to request more information from our leads, without drastically lowering the conversion rate, is undoubtedly a good reason to use LinkedIn Lead Gen Forms. This LinkedIn Lead Gen Forms feature gives you the ability to collect more data without damaging conversions, but also to choose which type of information to manage and create advertising campaigns accordingly. Furthermore, with the Lead Gen LinkedIn modules, the modules are automatically filled with information in users' LinkedIn profiles, thus eliminating the extra work that the user had to do manually. For example, if you want to run an ad on LinkedIn promoting a free download from your website, every user who clicks on that ad will see the Lead Gen module. For example, if you want to run an ad on LinkedIn promoting a free download from your site Web, every user who clicks on that ad will see the Lead Gen module.

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.