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Wealthbox CRM + Magento 2.X Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Magento 2.X

About Wealthbox CRM

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

About Magento 2.X

Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.

Magento 2.X Integrations
Magento 2.X Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best Wealthbox CRM and Magento 2.X Integrations

  • Wealthbox CRM textin

    Magento 2.X + textin

    Create new customers in Colligso TextIn when new customers are added in Magento 2.x Read More...
    When this happens...
    Wealthbox CRM New Customer
     
    Then do this...
    textin Get Permission
    Eliminate double entry between Colligso TextIn and Magento 2.x by integration both apps together. This Magento 2.x-Colligso TextIn integration will automatically create a new customer in Colligso TextIn when a new client is created in Magento 2.x, enabling you to send more marketing specific text to your customers without any manual efforts. Use this Appy Pie Connect integration and make your marketing strategy more efficient.
    How this Magento 2.x-Colligso TextIn Integration Works
    • A new client is created in Magento 2.x
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Magento 2.x account
    • A Colligso TextIn account
  • Wealthbox CRM Magento 2.X

    Gmail + Magento 2.X

    Create Magento customers from starred Emails in Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Wealthbox CRM New Starred Email
     
    Then do this...
    Magento 2.X Create Customer
    Are you tired of transferring contacts between multiple apps? With the help of Appy Pie Connect, you can cut down the time and effort you spend on manual data transfer. Once you set up this Gmail-Magento integration, every time you receive an email on Gmail and star it, a new contact will be created on Magento with the information you choose.
    How It Works
    • You start an email in Gmail
    • Appy Pie Connect creates a customer in Magento
    What You Need
    • A Gmail Account
    • A Magento account
  • Wealthbox CRM Magento 2.X

    {{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 + Magento 2.X in easier way

It's easy to connect Wealthbox CRM + Magento 2.X 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 Magento gets a new customer.

  • New Order

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

  • New Product

    Triggers when a new product is created in Magento.

  • New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

  • New Sales Order Invoice

    Triggers when a new sales order invoice is created (with line item support).

  • New Sales Order Shipment

    Triggers when Magento gets a new sales order shipment (with line item support).

    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 Category

    Create a new category

  • Create Customer

    Create a new customer

  • Create Product

    Create a new catalog product

  • Create Sales Order Comment

    Create a new sales order comment

  • Create Sales Order Invoice

    Create a new sales order invoice

How Wealthbox CRM & Magento 2.X 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 Magento 2.X as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Magento 2.X with Appy Pie Connect.

    (2 minutes)

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