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Wealthbox CRM + Ecwid Integrations

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

About Wealthbox CRM

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

About Ecwid

Create a website in minutes with no coding. Quickly add images, checkout page, social media integrations & more. Update your subscription at any time. Easy-peasy.

Ecwid Integrations

Best Wealthbox CRM and Ecwid Integrations

  • Wealthbox CRM MailChimp

    Ecwid + MailChimp

    Add or update a new customer to Mailchimp from Ecwid. Read More...
    When this happens...
    Wealthbox CRM New Orders
     
    Then do this...
    MailChimp Add/Update Subscriber
    Emailing customers is a great way to let them know about sales or special events. With this Appy Pie Connect integration, you'll be able to add new Ecwid customers to your Mailchimp lists directly from your Ecwid dashboard. Once you've activated the integration, whe a new customers placed order on your Ecwid store, Appy Pie Connect will add that customer to your Mailchimp list.
    How This Ecwid-Mailchimp Integration Work
    • A new order is placed on your Ecwid store
    • Appy Pie Connect adds that customer to Mailchimp
    Apps Involved
    • Ecwid
    • Mailchimp
  • Wealthbox CRM Google Sheets

    Ecwid + Google Sheets

    Create Google Sheets rows for new Ecwid customers Read More...
    When this happens...
    Wealthbox CRM New Orders
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    This connect flow is designed for Ecwid store owners who are looking to create a new Google sheet row for each Ecwid customer that makes a purchase based on an existing filter. After setting this integration up, Appy Pie Connect will create a new row in Google Sheets rows once a new customer has purchased from your Ecwid store.
    How This Ecwid-Google Sheets Integration Work
    • A new order is placed on your Ecwid store
    • Appy Pie Connect create new row on Google Sheets
    Apps Involved
    • Ecwid
    • Google Sheets
  • Wealthbox CRM Zendesk

    Ecwid + Zendesk

    Send new Ecwid contacts to Zendesk Read More...
    When this happens...
    Wealthbox CRM New Customer
     
    Then do this...
    Zendesk Create User
    Add new Ecwid customers to Zendesk and streamline the customer support process. This integration automatically add new Ecwid customers to the selected Zendesk account, allowing your customers to take advantage of the support features Zendesk offers, such as creating a ticket for product support requests.
    How This Ecwid-Zendesk Integration Work
    • A new order is placed on your Ecwid store
    • Appy Pie Connect adds that customers information to Zendesk
    Apps Involved
    • Ecwid
    • Zendesk
  • Wealthbox CRM Zendesk

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

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

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

    Triggers
  • 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.

  • New Customer

    Triggers when a new customer is created.

  • New Orders

    Triggers when a new order placed.

  • New Paid Order

    Triggers when a new paid order is placed.

  • New Pickup Order

    Triggers when a new pickup order is placed.

  • New Product

    Triggers when a new product is created.

  • New Shipping Order

    Triggers when a new shipping order is placed.

    Actions
  • 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.

  • Create Customer

    Creates a customer.

  • Create Discount coupon

    Creates a discount coupon.

  • Create Order

    Creates a order.

  • Create Product

    Creates a new product.

  • Update Product

    Updates a product.

How Wealthbox CRM & Ecwid Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Ecwid as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Ecwid with Appy Pie Connect.

    (2 minutes)

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