Wealthbox CRM + Instamojo Integration

Connect Wealthbox CRM to Instamojo in 1 click

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Popular Wealthbox CRM + Instamojo Workflows

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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 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 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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Wealthbox CRM + Instamojo Integration
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
  • Instamojo
    Payment is added in Instamojo
  • Instamojo
    Payment request is added in Instamojo
  • Instamojo
    Refund is issued in Instamojo
2.
  • Wealthbox CRM
    Create Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by email in Wealthbox CRM
  • Wealthbox CRM
    Update Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM
  • Wealthbox CRM
    Search contact by name in Wealthbox CRM
  • Wealthbox CRM
    Get contact by id in Wealthbox CRM
  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Create Task in Wealthbox CRM
  • Wealthbox CRM
    Update Task in Wealthbox CRM
  • Wealthbox CRM
    Create Note in Wealthbox CRM
  • Wealthbox CRM
    Update Note in Wealthbox CRM
  • Wealthbox CRM
    Create Event in Wealthbox CRM
  • Wealthbox CRM
    Update Event in Wealthbox CRM
  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM
  • Wealthbox CRM
    Create workflow in Wealthbox CRM
  • Wealthbox CRM
    Update workflow in Wealthbox CRM
  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM
  • Wealthbox CRM
    Create Project in Wealthbox CRM
  • Wealthbox CRM
    Update Project in Wealthbox CRM
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