Wealthbox CRM + FastSpring Integration

Connect Wealthbox CRM to FastSpring in 1 click

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1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM
  • Wealthbox CRM
    Contact is created in Wealthbox CRM
  • Wealthbox CRM
    Task is created in Wealthbox CRM
  • Wealthbox CRM
    Workflow is created in Wealthbox CRM
  • Wealthbox CRM
    Comment is created in Wealthbox CRM
  • Wealthbox CRM
    Event is created in Wealthbox CRM
  • Wealthbox CRM
    Project is created in Wealthbox CRM
  • Wealthbox CRM
    Note is created in Wealthbox CRM
  • FastSpring
    Order is completed in FastSpring Instant
  • FastSpring
    Order is failed in FastSpring Instant
  • FastSpring
    Subscription charge is completed in FastSpring Instant
  • FastSpring
    Subscription charge is failed in FastSpring Instant
  • FastSpring
    Mailing list entry is updated in FastSpring Instant
  • FastSpring
    Mailing list entry is removed in FastSpring Instant
  • FastSpring
    Payout entry is created in FastSpring Instant
  • FastSpring
    Subscription payment reminder in FastSpring Instant
  • FastSpring
    Subscription trial reminder in FastSpring Instant
  • FastSpring
    Return is created in FastSpring Instant
  • FastSpring
    Subscription is activated in FastSpring Instant
  • FastSpring
    Subscription is updated in FastSpring Instant
  • FastSpring
    Subscription is deactivated in FastSpring Instant
  • FastSpring
    Subscription is canceled in FastSpring Instant
  • FastSpring
    Subscription is uncanceled in FastSpring Instant
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2.

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Ready Workflows Ready Workflows   for Wealthbox CRM + FastSpring Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
FastSpring + Wealthbox CRM Integration

Create Wealthbox CRM contact from new FastSpring charge

If you've been using FastSpring 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 charge is added in FastSpring, 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 FastSpring and Wealthbox CRM, be sure to check it out!
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FastSpring + Wealthbox CRM Integration

Create Wealthbox CRM opportunity from new FastSpring charge

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

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

Create Wealthbox CRM task for new FastSpring charge

If you're using FastSpring to process your payments, you can easily create task in Wealthbox CRM for each charge. 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 charge will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your FastSpring and Wealthbox CRM accounts, and we'll take care of the rest!
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FastSpring + Wealthbox CRM Integration

Create Wealthbox CRM contact from new FastSpring order

As an online store owner, you're likely using FastSpring to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate FastSpring with Wealthbox CRM? This integration will allow you to automatically create a contact for each new order in Wealthbox CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Automations

Top 10 Most Popular Wealthbox CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM opportunity for new Autopilot contact
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Autopilot contact
Activate
Block Survey logo
Wealthbox CRM logo
Create Wealthbox CRM task for new Block Survey form response
Activate
WordPress logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new WordPress user
Activate
Cognito Forms logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Cognito Forms entry
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM opportunity for new Autopilot contact
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Autopilot contact
Activate
Block Survey logo
Wealthbox CRM logo
Create Wealthbox CRM task for new Block Survey form response
Activate
WordPress logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new WordPress user
Activate
Cognito Forms logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Cognito Forms entry
Activate
Notion logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Notion database item
Activate
WPForms logo
Wealthbox CRM logo
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Activate
Wealthbox CRM logo
Chatwork logo
Create Chatwork task for new Wealthbox CRM opportunity
Activate
Ontraport logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Ontraport response
Wealthbox CRM logo
Clockify logo
Create Clockify task for new Wealthbox CRM opportunity
Activate
Notion logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Notion database item
Activate
WPForms logo
Wealthbox CRM logo
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Activate
Wealthbox CRM logo
Chatwork logo
Create Chatwork task for new Wealthbox CRM opportunity
Activate
Ontraport logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Ontraport response
Wealthbox CRM logo
Clockify logo
Create Clockify task for new Wealthbox CRM opportunity
Activate

Top 10 Most Popular FastSpring Automations from
Integrately Community

Most popularmost-popular-automations
01
FastSpring logo
Shopify logo
Create Shopify order for new FastSpring charge
02
FastSpring logo
WooCommerce logo
Create WooCommerce order for new FastSpring charge
03
FastSpring logo
WordPress logo
Create WordPress post for new FastSpring order
04
FastSpring logo
Squarespace logo
Create Squarespace order for new FastSpring charge
05
FastSpring logo
Phaxio logo
Send Phaxio fax for new FastSpring charge
cloud
FastSpring
app integration
06
FastSpring logo
ProfitWell logo
Update ProfitWell order from new FastSpring order
07
FastSpring logo
MailerLite logo
Create MailerLite subscriber for new FastSpring charge
08
FastSpring logo
EasyCSV logo
Create EasyCSV data for new FastSpring order
09
FastSpring logo
PostgreSQL logo
Create PostgreSQL row for new FastSpring order
10
FastSpring logo
MySQL logo
Create MySQL row for new FastSpring order
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Wealthbox CRM
Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!
FastSpring
FastSpring
FastSpring is where businesses come to sell software and digital goods. We provide everything you need to efficiently and effectively sell your products online, including world-class hosting, payment processing, order management and more.