Wealthbox CRM + inFlow Inventory Integration

Connect Wealthbox CRM to inFlow Inventory - Automate your workflows in 1-click

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Ready workflows for Wealthbox CRM + inFlow Inventory Integration

Just click on the workflow you want to automate

Create Wealthbox CRM contact from new inFlow Inventory order

As an online store owner, you're likely using inFlow Inventory 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 inFlow Inventory 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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Create Wealthbox CRM task for new inFlow Inventory order

inFlow Inventory + Wealthbox CRM Integration

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Create Your Own Wealthbox CRM & inFlow Inventory Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Wealthbox CRM & inFlow Inventory

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Opportunity is created in Wealthbox CRM
Contact is created in Wealthbox CRM
Task is created in Wealthbox CRM
Workflow is created in Wealthbox CRM
Comment is created in Wealthbox CRM
Event is created in Wealthbox CRM
Project is created in Wealthbox CRM
Note is created in Wealthbox CRM
Purchase order is created in inFlow Inventory Instant
Purchase order is updated in inFlow Inventory Instant
Sales order is created in inFlow Inventory Instant
Sales order is updated in inFlow Inventory Instant
Customer is updated in inFlow Inventory Instant
Customer is created in inFlow Inventory Instant
Sales quote is created or updated in inFlow Inventory
Vendor is created in inFlow Inventory Instant
Vendor is updated in inFlow Inventory Instant

Create Contact in Wealthbox CRM
Search contact by email in Wealthbox CRM
Update Contact in Wealthbox CRM
Search contact by phone in Wealthbox CRM
Search contact by name in Wealthbox CRM
Get contact by id in Wealthbox CRM
Create Opportunity in Wealthbox CRM
Update Opportunity in Wealthbox CRM
Create Task in Wealthbox CRM
Update Task in Wealthbox CRM
Create Note in Wealthbox CRM
Update Note in Wealthbox CRM
Create Event in Wealthbox CRM
Update Event in Wealthbox CRM
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Update workflow in Wealthbox CRM
Search workflow template for workflow in Wealthbox CRM
Create Project in Wealthbox CRM
Update Project in Wealthbox CRM
Create sales order in inFlow Inventory
Get sales order by id in inFlow Inventory
Search sales order by order number in inFlow Inventory
Get customer by id in inFlow Inventory
Search customer in inFlow Inventory
Get purchase order by id in inFlow Inventory
Search purchase order by name/number in inFlow Inventory
Get vendor by id in inFlow Inventory

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Wealthbox CRM & inFlow Inventory In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Wealthbox CRM & inFlow Inventory with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or inFlow Inventory With 1100+ Other Apps

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!

See Wealthbox CRM Integrations

inFlow is a cloud-based inventory management software that helps your team manage inventory from every angle. Whether you’re inputting new items, ordering more supplies, or tracking orders and shipments, it has all the features you need.

See inFlow Inventory Integrations