Wealthbox CRM
Instamojo

Wealthbox CRM + Instamojo Integration

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Instamojo + Wealthbox CRM Integration

Create Wealthbox CRM contact from new Instamojo payment

If you've been using Instamojo to power your online payments, you'll be happy to know that integration with Wealthbox CRM will make it even easier for you to keep track of your payments and contact.

With this integration, when a payment is added in Instamojo, a contact will automatically be created in Wealthbox CRM. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using Instamojo and Wealthbox CRM, be sure to check it out!
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Instamojo + Wealthbox CRM Integration

Create Wealthbox CRM opportunity from new Instamojo payment

If you use Instamojo to process payments, you can now use this integration to create opportunity in Wealthbox CRM right from the payment screen.

This will save you time by automatically creating a opportunity for each payment made through Instamojo. Plus, it's a great way to keep track of your sales activity and remind yourself of any payment deadlines.
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Instamojo + Wealthbox CRM Integration

Create Wealthbox CRM task for new Instamojo payment

If you're using Instamojo to process your payments, you can easily create task in Wealthbox CRM for each payment. This will help you keep track of what needs to be done with each payment and ensure that everything is completed in a timely manner.

Creating a task for each payment will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your Instamojo and Wealthbox CRM accounts, and we'll take care of the rest!
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