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BigCommerce + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between BigCommerce and Wealthbox CRM

About BigCommerce

BigCommerce is a powerful eCommerce platform that gives you everything you need to build, run and grow your online business. From unlimited categories, products, and customers to mobile commerce and marketing tools to powerful back-office and reporting features, BigCommerce has everything.

About Wealthbox CRM

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

Wealthbox CRM Integrations

Best BigCommerce and Wealthbox CRM Integrations

  • BigCommerce Google Sheets

    BigCommerce + Google Sheets

    Create new rows in Google Sheets from new BigCommerce orders Read More...
    When this happens...
    BigCommerce New Order
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Get a better understanding of your business with data from BigCommerce in the most familiar and flexible format—spreadsheets. Integrate BigCommerce with Google and whenever a new order is places on your BigCommerce store, Appy Pie Connect will automatically update it as a new row in Google Sheets. Instead of spending more time on data entry, watch as new orders show up instantly in your Google spreadsheet.
    How It Works
    • A new order is placed on your Bigcommerce store
    • Appy Pie Connect adds a new row to Google Sheets
    What You Need
    • Bigcommerce account
    • Google Sheets account
  • BigCommerce Slack

    BigCommerce + Slack

    Send Slack channel message for BigCommerce orders Read More...
    When this happens...
    BigCommerce New Order
     
    Then do this...
    Slack Send Channel Message
    If you’ve hosted your online store on BigCommerce, you already know how important it is to keep track of your orders. After setting this BigCommerce-Slack integration up, each new order will be posted to Slack as a new message, allowing you to track everything as it happens and celebrate as your sales grow.
    How This BigCommerce-Slack Integration Works
    • A new order is placed on your Bigcommerce store
    • Appy Pie Connect adds a new row to Google Sheets
    Apps Involved
    • Bigcommerce account
    • Slack
  • BigCommerce MailChimp

    BigCommerce + MailChimp

    Add or update subscribers in MailChimp from new BigCommerce orders Read More...
    When this happens...
    BigCommerce New Order
     
    Then do this...
    MailChimp Add/Update Subscriber
    Ever wanted to sync BigCommerce and MailChimp? Now you can. Appy Pie Connect can add subscribers in MailChimp when a customer place order on BigCommerce store. You can also use this Connect flow to update existing subscribers with new order data from BigCommerce. This Appy Pie Connect automation will help you keep your MailChimp and BigCommerce data updated, so you can focus on other aspects of your business.
    How This BigCommerce-Slack Integration Works
    • A new order is placed on your Bigcommerce store
    • Appy Pie Connect adds or updates an existing contact in MailChimp
    Apps Involved
    • MailChimp
    • Slack
  • BigCommerce BigCommerce

    Gmail + BigCommerce

    Add customers in BigCommerce from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    BigCommerce New Email
     
    Then do this...
    BigCommerce Create Customer

    Whether you’ve just started or have been in business for several years, sales numbers are one of the most important factors in your growth. Use this integration and grow your e-commerce sales every day. After setting this integration up, Appy Pie Connect will watch for new emails on Gmail and add a new customer to your BigCommerce account for each of them. Use this integration and grow your e-commerce sales every minute.

    Note: To use this integration you must have a Business Gmail account.

    How this Gmail - GitLab integration work
    • An email is received on Gmail
    • Appy Pie Connect automatically creates a new customer in BigCommerce
    What You Need
    • A Gmail account
    • A BigCommerce account
  • BigCommerce BigCommerce

    ActiveCampaign + BigCommerce

    Add customers in BigCommerce for new ActiveCampaign contacts Read More...
    When this happens...
    BigCommerce New Contact Note
     
    Then do this...
    BigCommerce Create Customer
    Do you want to add marketing contact to your e-commerce store? There is no point in slowing down the process with manual input when automated solutions can be used to do that. Set up this Connect and Appy Pie Connect will automatically send every new ActiveCampaign contact to BigCommerce. This integration is perfect for anyone who uses both of these applications and needs to keep their contacts in sync.
    How It Works IT WORKS
    • A new contact is added in ActiveCampaign
    • Appy Pie Connect automatically creates a BigCommerce customer
    What You Need
    • ActiveCampaign account
    • Bigcommerce account
  • BigCommerce BigCommerce

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    BigCommerce {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect BigCommerce + Wealthbox CRM in easier way

It's easy to connect BigCommerce + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when a new customer is added.

  • New Order

    Triggers when a new order is placed.

  • New Order With Line Item

    Triggers when a new order is placed (with line item support).

  • New Product

    Triggers when a new product is added.

  • New/Updated Product

    Triggers when a new or updated product occur.

  • Updated Product

    Triggers when a product is updated.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Create Coupon (Category)

    Creates a new coupon attached to a category.

  • Create Customer

    Creates a new customer.

  • Create Customer Address

    Adds a new address to an existing customer.

  • Create Product

    Creates a new product.

  • Update Product Inventory

    Update a new product to an existing product.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How BigCommerce & Wealthbox CRM Integrations Work

  1. Step 1: Choose BigCommerce as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate BigCommerce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Wealthbox CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Wealthbox CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.