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Shippo + Wealthbox CRM Integrations

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

About Shippo

Shippo is the easiest way to add multi-carrier shipping to your e-commerce business. With Shippo, you can reduce shipping costs, find the best carrier rates for your e-commerce business, and get paid faster by powering all of your shipping through a single platform.

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 Shippo and Wealthbox CRM Integrations

  • Shippo Shippo

    Gmail + Shippo

    Creates a new order in Shippo from email matching term in Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Shippo New Email Matching Search
     
    Then do this...
    Shippo Create Order

    Keeping up with emails you need to take an action on can be difficult, but by applying a specific term, you can create a new order in Shippo for further action. Once you set up this Gmail-Shippo integration, whenever you get a new email matching your search term in Gmail, Appy Pie Connect will automatically create a new order in Shippo, without any manual effort on your part. This allows you to easily create shipping labels for new orders without having to wait or enter the information yourself.

    How this works
    • A new email matching your search term is received on Gmail
    • Appy Pie Connect will automatically create a new order in Shippo
    What You Need
    • A Gmail account
    • A Shippo account
  • Shippo MailChimp

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    When this happens...
    Shippo New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Rather than manually importing your Wealthbox contacts into a Mailchimp subscriber list, let Appy Pie Connect handle it for you. This Wealthbox CRM-Mailchimp integration will automatically add any new contacts in your Wealthbox CRM account to your Mailchimp subscriber list as they are created after you've set it all up.
    How This Wealthbox CRM – Mailchimp Integration Works
    • A new contact is created
    • Appy Pie Connect automatically creates a new subscriber on a Mailchimp list.
    What You Need
    • Wealthbox CRM account
    • Mailchimp account
  • Shippo Evernote

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks Read More...
    When this happens...
    Shippo New Task
     
    Then do this...
    Evernote Create Note
    Allow Appy Pie Connect to create reminders from Wealthbox CRM into your Evernote instead of having to manage them across several systems. Once set up, any new tasks made in Wealthbox CRM will be instantly added to Evernote as reminders, ensuring that you never lose sight of your tasks.
    How This Wealthbox CRM – Evernote Integration Works
    • A new task is created
    • Appy Pie Connect create reminder on Evernote.
    What You Need
    • Wealthbox CRM account
    • Evernote account
  • Shippo Evernote

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

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

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

    Triggers
  • New Carrier Account

    Triggers when a new carrier account occurred.

  • New Order

    Triggers when a new order occurred.

  • New Shipped Order

    Triggers when an order shipped.

  • New Shipping Label

    Triggers when a new shipping label occurred.

  • 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 Order

    Creates a new order in Shippo.

  • 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 Shippo & Wealthbox CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Shippo 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.

Integration of Shippo and Wealthbox CRM

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The process to integrate Shippo and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.