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Facebook Lead Ads + Wealthbox CRM

Add new Facebook Lead Ad leads as new contacts in Wealthbox CRM

Keeping your CRM up-to-date with new leads can be difficult if you are manually loading lists into it. Let Zapier do this heavy lifting for you! Once this integration is configured, new Facebook Lead Ad leads will automatically create new contacts in Wealthbox CRM for you, allowing you to follow-up with leads faster and more efficiently.

Keeping your CRM up-to-date with new leads can be difficult if you are manually loading lists into it. Let Zapier do this heavy lifting for you! Once this integration is configured, new Facebook Lead Ad leads will automatically create new contacts in Wealthbox CRM for you, allowing you to follow-up with leads faster and more efficiently.

  1. When this happens...
    Facebook Lead AdsFacebook Lead Ads
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • PageRequired

    • Form

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
facebook-lead-ads logo
facebook-lead-ads logo

About Facebook Lead Ads

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.
Learn moreHelp

Related categories

  • Ads & Conversion

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About Wealthbox CRM

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

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