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Automatically create or update Wealthbox contacts from Facebook Ads Campaign Management leads using Latenode's visual editor and JavaScript blocks for advanced customization. Pay only for execution time.
Connect Facebook Ads Campaign Management and Wealthbox in minutes with Latenode.
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In the workspace, click the “Create New Scenario” button.

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Facebook Ads Campaign Management, triggered by another scenario, or executed manually (for testing purposes). In most cases, Facebook Ads Campaign Management or Wealthbox will be your first step. To do this, click "Choose an app," find Facebook Ads Campaign Management or Wealthbox, and select the appropriate trigger to start the scenario.

Select the Facebook Ads Campaign Management node from the app selection panel on the right.

Facebook Ads Campaign Management
Click on the Facebook Ads Campaign Management node to configure it. You can modify the Facebook Ads Campaign Management URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Next, click the plus (+) icon on the Facebook Ads Campaign Management node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.

Facebook Ads Campaign Management
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Wealthbox
Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Use various Latenode nodes to transform data and enhance your integration:

JavaScript
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AI Anthropic Claude 3
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Wealthbox
Trigger on Webhook
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Facebook Ads Campaign Management
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Iterator
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Webhook response
After configuring Facebook Ads Campaign Management, Wealthbox, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Run the scenario by clicking “Run once” and triggering an event to check if the Facebook Ads Campaign Management and Wealthbox integration works as expected. Depending on your setup, data should flow between Facebook Ads Campaign Management and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Facebook Ads Campaign Management + Wealthbox + Slack: When a new contact is created in Wealthbox, triggered by a successful Facebook Ad campaign, send a notification to a specified Slack channel to alert the sales team about the new lead.
Wealthbox + Facebook Ads Campaign Management + Google Sheets: When a new project is created in Wealthbox, find the associated Facebook Ad Campaign. Track the campaign name and project details in a Google Sheet for performance analysis.
About Facebook Ads Campaign Management
Automate Facebook Ads in Latenode. Track performance, adjust budgets, and update campaigns based on real-time data from your CRM or analytics. Stop manual updates: trigger ad changes from Latenode workflows. Connect ad data to other apps, like Google Sheets, for unified reporting. Scale ad management without complex code.
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About Wealthbox
Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.
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How can I connect my Facebook Ads Campaign Management account to Wealthbox using Latenode?
To connect your Facebook Ads Campaign Management account to Wealthbox on Latenode, follow these steps:
Can I automatically update Wealthbox contacts with Facebook Ads leads?
Yes, you can! Latenode allows real-time updates, ensuring your Wealthbox CRM is always current with the latest lead data from Facebook Ads. Enhance your sales process with accurate, synced data.
What types of tasks can I perform by integrating Facebook Ads Campaign Management with Wealthbox?
Integrating Facebook Ads Campaign Management with Wealthbox allows you to perform various tasks, including:
How do I track ad spend in Wealthboxusing Latenode?
Latenode lets you pull ad spend data from Facebook Ads, then visualize key metrics inside Wealthbox for a consolidated view of campaign ROI.
Are there any limitations to the Facebook Ads Campaign Management and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: