Wealthbox CRM + WooCommerce Integrations

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

About Wealthbox CRM

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

About WooCommerce

WooCommerce is a customizable, open-source eCommerce platform built on WordPress. With WooCommerce, you get everything you need to sell online: secure payment processing, a solid tax/shipping reporting system, and dozens of free & premium themes.

WooCommerce Integrations
WooCommerce Alternatives

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  • Shopify Shopify

Best Wealthbox CRM and WooCommerce Integrations

  • Wealthbox CRM MailChimp

    Wealthbox CRM + MailChimp

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

    Wealthbox CRM + Evernote

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

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    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
    Then do this...
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Connect Wealthbox CRM + WooCommerce in easier way

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

  • 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 if a customer chooses to register for an account. This can happen during the checkout process, or via the My Account page.

  • New Invoice

    Triggers when a new invoice is created.

  • New Line Item in Order

    Triggers for each line item in an order. Use this if you need the line item details from an order.

  • New Order

    (With Line Item Support) Triggers when a WooCommerce order is paid for.

  • New Order Status Change

    (With Line Item Support) For advanced usage. Triggers every time a WooCommerce order changes status. See the Managing Orders documentation on WooCommerce for more information.

  • New Product

    Trigger when new product is added.

  • 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 Coupon

    Creates a new coupon.

  • Create Customer

    Action when a WooCommerce customer is created.

  • Create Invoice

    Creates a new invoice.

  • Create Order

    Creates a new order.

  • Create Product

    Creates a new product.

  • Update Coupon

    Updates an existing coupon.

  • Update Customer

    Updates an existing customer.

  • Update Order

    Updates an existing order.

  • Update Product

    Updates an existing product.

How Wealthbox CRM & WooCommerce 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 WooCommerce as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of Wealthbox CRM and WooCommerce

Wealthbox CRM?

Wealthbox CRM is a breakthrough cloud-based customer relationship management (CRM. spution designed specifically for wealth and investment professionals. It has the flexibility and power to help you grow and protect your business, regardless of how big or small you are.


WooCommerce is an open source e-commerce plugin that can be used to sell anything online. The plugin comes with features that are essential for selling online such as product variation, inventory management, custom product options, etc.

Integration of Wealthbox CRM and WooCommerce

With the Wealthbox CRM’s proven system, setting up an integrated CRM for your WooCommerce store does not have to be complicated. With our wealth box integration, you can keep track of all your customers in one place so you can do more with less work. You will have access to reports on your customer’s behavior which will enable you to provide them with better service. You can set up automated fplow ups according to specific dates, trigger emails when customers are ready to purchase, build custom campaigns based on the customers’ individual needs and much more.

The Wealthbox integration is built into your existing website through a simple browser plugin that connects your entire site to the wealthbox CRM system. This way you don’t have to make any changes to your site. All information about sales, notes, contacts is all kept in one place where it is easily accessible.

The Wealthbox CRM system works alongside your existing WooCommerce store with no extra cost or coding required. It allows full integration of all data you have cplected on your site into the CRM system for easy access. The Wealthbox CRM will cplect data on anything that has been inputted into your website’s checkout process such as contact information, payment information, products ordered, etc.

Benefits of Integration of Wealthbox CRM and WooCommerce

There are numerous benefits of integrating the Wealthbox CRM system with your WooCommerce store. Some of them are listed below:

All customer information is kept in one place so you don’t have to switch between multiple sites. This will save you time and money. All customer information is automatically synced between your WooCommerce store and Wealthbox CRM system which gives you an overview of all your clients at one go. This helps you give them better service by tailoring it to their individual needs. You can create customized email templates for each client based on their history with your business which helps improve conversion rates. Your contacts within wealthbox can be segmented based on different criteria which helps you reach out to them strategically based on their individual preferences. You can send weekly/monthly/quarterly emails to your customers based on their preferences. The reports generated by the Wealthbox CRM system help you understand your customers better and this helps you customize their service to their individual needs which in turn helps increase sales and revenue. You will always know who the relevant people in a company are and what they do at a glance. This enables you to direct them to the right person in case they need any help from a specialist within your organization. By using the wealthbox integration, you will be able to send bulk emails to your customers with ease without having to worry about missing out anyone from the list. You can run targeted offers through regular calls to action from within your dashboard based on client’s behavior and preferences. The Wealthbox integration also allows you to create custom IPNs which means you can set up notifications in real time when a transaction is completed or a lead has been generated in a certain area or through a particular channel. You can deliver targeted marketing campaigns based on clients’ previous behavior which helps increase conversion rates. The marketing campaigns can be sent directly from within your dashboard which saves you time and money in terms of outsourcing marketing activities. You can view reports about customer behavior in order to improve upon your marketing activities in future campaigns. Customer services can use triggers to check whether a client has been exposed to a certain message before they get in touch with them. This helps them prepare much better when dealing with queries from clients making it easier for them to provide them with better service. You can set up automated workflow processes for tasks such as adding new products and categories, updating prices and changing product descriptions using triggers which ensures that important details about your business are not overlooked and forgotten over time.

The process to integrate Wealthbox CRM and WooCommerce 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.