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Generate more leads with the YouTube TrueView for Action Form Ads + Wealthbox integration
YouTube TrueView for Action Form Ads / Wealthbox
Integrations

Generate more leads with the YouTube TrueView for Action Form Ads + Wealthbox integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting YouTube TrueView for Action Form Ads and Wealthbox

Quick summary of YouTube TrueView for Action Form Ads

YouTube TrueView for Action Form Ads is a new ad type provided by YouTube specifically designed for lead generation. This brand new technology helps advertisers generate more leads and lower the cost per lead of their lead generation campaigns on YouTube, by allowing viewers to register through an opt-in form immediately below a video ad, without the need to redirect traffic to a website landing page.

Similar to what happens with Facebook Lead Ads or Google Lead Form Ads, YouTube TrueView for Action Form Ads are designed to pre-populate the form fields with the viewer’s data, since the information is taken directly from their Google or YouTube account.

YouTube TrueView for Action Form Ads is currently into a beta stage. Advertisers who want to leverage this technology can contact LeadsBridge customer support to receive the whitelisting instructions.

Quick summary of 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.

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.


What you can do with YouTube TrueView for Action Form Ads and Wealthbox

Create new Wealthbox contacts in tags with YouTube TrueView for Action Form Ads

Create new Wealthbox contacts in reports with YouTube TrueView for Action Form Ads

Create new Wealthbox contacts in lead sources with YouTube TrueView for Action Form Ads

Update Wealthbox contacts in tags with YouTube TrueView for Action Form Ads

Update Wealthbox contacts in reports with YouTube TrueView for Action Form Ads

Update Wealthbox contacts in lead sources with YouTube TrueView for Action Form Ads


Other popular Wealthbox integrations offered by LeadsBridge

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