Wealthbox CRM

Wealthbox CRM + Facebook Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect apps like Wealthbox CRM and Facebook to start doing your busy work for you.

It's easy to connect Wealthbox CRM + Facebook and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Task

Triggers when a new task is created.

Create Contact

Creates a new contact.

New Event

Triggers when a new event is created.

Create Event

Creates a new event.

New Contact

Triggers when a new contact is created.

Create Task

Creates a new task.

New Workflow

Triggers when a new workflow is created.

Create Project

Creates a new project.

New Project

Triggers when a new project is created.

Create Opportunity

Creates a new opportunity.

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Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.