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ShipStation + Wealthbox CRM Integrations

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

About ShipStation

ShipStation is a web-based, multi-carrier shipping solution that is designed to save eCommerce retailers time and money on their order fulfillment process. With ShipStation you get access to a single set of powerful tools for managing your orders from creation through fulfillment—anywhere your business needs to ship.

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 ShipStation and Wealthbox CRM Integrations

  • ShipStation MailChimp

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    When this happens...
    ShipStation 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
  • ShipStation Evernote

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks Read More...
    When this happens...
    ShipStation 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
  • ShipStation Evernote

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

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

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

    Triggers
  • Item Ordered

    Triggers for each individual line item when a new order is created or imported.

  • Item Shipped

    Triggers for each individual line item when a new outbound shipping label is created for an order.

  • New Order

    Triggers when a new Order is created or imported in ShipStation

  • Order Shipped

    Triggers when a new outbound shipping label is created for an order.

  • 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

    Create Order

  • Mark an Order as Shipped

    Marks an order as shipped without creating a label in ShipStation.

  • 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 ShipStation & Wealthbox CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate ShipStation 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 ShipStation and Wealthbox CRM

ShipStation

Wealthbox is a cloud-based CRM that is designed for small businesses. The cloud-based CRM has users who are able to access their data on their smartphones, tablets, and computers. Some of the features of Wealthbox include customer management, lead management, task management, automatic fplow-up, and time tracking. With Wealthbox, small business owners can build their brand with social media.

The company behind Wealthbox is also the one behind ShipStation, which is a shipping platform for e-commerce stores. This platform offers USPS, UPS, FedEx, and other global carriers. The platform allows users to check on orders, handle returns, track shipments, and more. The platform offers platforms for Shopify, Bigcommerce, WooCommerce, Magento, Ecwid, and more.

Wealthbox CRM

Wealthbox is an easy-to-use cloud-based CRM that gives small business owners the opportunity to manage sales leads, contacts, emails, tasks, personal information, and projects. The cloud-based CRM does not require any training or special skills to operate. It is easy to use and offers a point of entry for people who are interested in being entrepreneurs. The company behind the cloud-based CRM is also the one behind ShipStation.

Integration of ShipStation and Wealthbox CRM

Enterprise companies have known about the importance of integration for years now. Small businesses are only starting to realize the importance of integration. It is important for small business owners to understand that integration can help them understand how their business works in different aspects. For example, if they are on an e-commerce platform, they will be able to understand how their store works and what needs to be improved. When it comes to integrations, ShipStation and Wealthbox CRM integrations stand out because they can help small business owners run their e-commerce store and also perform other functions that they need to do for their business. Small business owners will be able to better manage their expenses and forecast their revenue by knowing how their store performs in different areas such as marketing and shipping.

Benefits of Integration of ShipStation and Wealthbox CRM

There are several benefits that come with integration between ShipStation and Wealthbox CRM. One of the benefits is that small business owners will be able to save money by using the two integrations. By using these integrations together, small business owners will be able to grow their e-commerce store without having to hire more staff members for shipment tracking or customer service. There are many integrations that small business owners can choose from when it comes to managing their expenses and forecasting their revenue. When they decide to integrate ShipStation and Wealthbox CRM together, they will be able to cut down on costs while still having good customer service and time tracking.

The process to integrate ShipStation 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.