Lemon Squeezy + Wealthbox CRM Integration

Connect Lemon Squeezy to Wealthbox CRM in 1 click

Integrate Lemon Squeezy + Wealthbox CRM For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Lemon Squeezy + Wealthbox CRM Workflows

Create Wealthbox CRM contact from new Lemon Squeezy order

As an online store owner, you're likely using Lemon Squeezy 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 Lemon Squeezy 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.

Activate

Create Wealthbox CRM task for new Lemon Squeezy order

Lemon Squeezy + Wealthbox CRM Integration

Activate

1of1

Create Your Own Lemon Squeezy & Wealthbox CRM Integration Without Any Code

Create Custom Workflow

Subscription is un-paused in Lemon Squeezy Instant
Order is created in Lemon Squeezy Instant
License key is created in Lemon Squeezy Instant
Subscription is created in Lemon Squeezy Instant
Subscription payment is successful in Lemon Squeezy Instant
Subscription is updated in Lemon Squeezy Instant
Subscription is expired in Lemon Squeezy Instant
License key is updated in Lemon Squeezy Instant
Order is refunded in Lemon Squeezy Instant
Subscription payment is refunded in Lemon Squeezy Instant
Subscription payment is failed in Lemon Squeezy Instant
Subscription is cancelled in Lemon Squeezy Instant
Subscription is paused in Lemon Squeezy Instant
Subscription is resumed in Lemon Squeezy Instant
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

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

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Lemon Squeezy & Wealthbox CRM In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Lemon Squeezy or Wealthbox CRM With 1200+ Other Apps

Ditch the back-office chaos! LemonSqueezy streamlines your SaaS business with one platform for payments, subscriptions, taxes, and more. Focus on building the software your customers love, while Lemon Squeezy handles the financial complexities.

See Lemon Squeezy Integrations

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