Wealthbox CRM + Gumroad Integration

Connect Wealthbox CRM to Gumroad 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
  • Gumroad
    Product is purchased in Gumroad Instant
  • Gumroad
    Product is added in Gumroad
  • Gumroad
    Sale is refunded in Gumroad Instant
  • Gumroad
    Subscription is cancelled in Gumroad Instant
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2.

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Ready Workflows Ready Workflows   for Wealthbox CRM + Gumroad Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Gumroad + Wealthbox CRM Integration

Create Wealthbox CRM contact from new Gumroad purchase

As an online store owner, you're likely using Gumroad 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 Gumroad with Wealthbox CRM? This integration will allow you to automatically create a contact for each new purchase 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 Gumroad Automations from
Integrately Community

Most popularmost-popular-automations
01
Gumroad logo
Telegram logo
Send message from Telegram when purchase is created in Gumroad
02
Gumroad logo
Pinterest logo
Create Pinterest pin for new Gumroad product
03
Gumroad logo
Shopify logo
Create Shopify article for new Gumroad purchase
04
Gumroad logo
Paystack logo
Update Paystack order from new Gumroad purchase
05
Gumroad logo
Tumblr logo
Create Tumblr post for new Gumroad product
cloud
Gumroad
app integration
06
Gumroad logo
WooCommerce logo
Update WooCommerce order from new Gumroad purchase
07
Gumroad logo
Google Sheets logo
Create Google Sheets row for new Gumroad purchase
08
Gumroad logo
Airtable logo
Create Airtable record for new Gumroad purchase
09
Gumroad logo
Stackby logo
Create Stackby row for new Gumroad purchase
10
Gumroad logo
ClickUp logo
Create ClickUp task for new Gumroad purchase
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
Automation is ready
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Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or Gumroad With 1400+ Other Apps

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!
Gumroad
Gumroad
Gumroad provides a direct connection between creators, their audiences and their work. It empowers creators to sell their work (books, music, films, art, etc) directly to their audiences.