Generate more leads with the Workplace by Facebook + Wealthbox integration
Integrate Workplace by Facebook with Wealthbox
What is Workplace by Facebook
Workplace by Facebook is a platform for team collaboration that takes the most essential components of the social network, including user profiles, personalized news feeds, groups, searches, events, chats & calls, and packages them as a new cloud-based business software product, optimized and protected for internal business and B2B communications.
Benefits of using Workplace by Facebook
Workplace by Facebook offers a secure space for each organization.
Why should I use Workplace by Facebook
It allows team members to communicate within groups, using their personal profile to share info and events. By doing so, businesses can rely on professional communications with less distraction at work.
What is Wealthbox
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.
Benefits of using Wealthbox
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.
Why should I use Wealthbox
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.
What you can do with Workplace by Facebook and Wealthbox
Create new Wealthbox contacts in tags with Workplace by Facebook
Create new Wealthbox contacts in reports with Workplace by Facebook
Create new Wealthbox contacts in lead sources with Workplace by Facebook
Update Wealthbox contacts in tags with Workplace by Facebook
Update Wealthbox contacts in reports with Workplace by Facebook
Update Wealthbox contacts in lead sources with Workplace by Facebook
About LeadsBridge
LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.
Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over 370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.
Other popular Wealthbox integrations offered by LeadsBridge
Featured customers
"Great price and great value. I have a Change agency we transfer of funds across a network administered by hundreds of banks around the world. Thanks to LeadsBrigde I boost my business as well! Great integration with facebook lead ads."
Jon Griffin
Mayuli.
"Out of all the people I talked to at Facebook ads and at Unbounce, you're the one who has provided the best insight for my strategy.. thanks again!"
Simon Heit
Savecal.
"I simply love LeadsBridge and I use it for my Retail. Customers want their e-mails immediately when they sign up...not hours or days later. LeadsBridges reduces all that hassles. Couldn't be happier with the company and support. Thanks to LeadsBridge I was also able to connect Facebook to my CRM."
Frank Fakhry
RevekaRose.
"I have an automotive business and thanks to LeadsBridge I can easily set up new custom audiences on Facebook (and then Lookalikes and exclusion audiences) from my customer/mailing database. Ease at which I can set up Facebook Lead Ads to collect leads and feed them automatically into my mailing database Some products do bits of what LeadsBridge offers but it's all in one package and at a very reasonable price compared to others (Zapier for example) and it is just focused on Ad integrations rather than a Jack of all Trades."
Robert Schopen
Co-wheels Car Club.
Success stories
