Wealthbox CRM + Paystack Integration

Connect Wealthbox CRM to Paystack in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Paystack
    Transaction is successful in Paystack
  • Paystack
    Transaction is abandoned in Paystack
  • Paystack
    Transaction is failed in Paystack
  • Paystack
    Charge is paid in Paystack Instant
  • Paystack
    Customer is created in Paystack
  • Paystack
    Subscription is created in Paystack
  • Paystack
    Subscription is disabled in Paystack Instant
  • Paystack
    Subscription is cancelled in Paystack
  • Paystack
    Transfer is completed in Paystack Instant
  • Paystack
    Transfer is reversed in Paystack Instant
  • Paystack
    Transfer is failed in Paystack Instant
  • Paystack
    Refund is created in Paystack
  • Paystack
    Invoice is created in Paystack Instant
  • Paystack
    Invoice payment is failed in Paystack Instant
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2.

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Ready Workflows Ready Workflows   for Wealthbox CRM + Paystack Integration

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

Create Wealthbox CRM contact from new Paystack charge

If you've been using Paystack 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 Paystack, 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 Paystack and Wealthbox CRM, be sure to check it out!
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Paystack + Wealthbox CRM Integration

Create Wealthbox CRM opportunity from new Paystack charge

If you use Paystack 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 Paystack. Plus, it's a great way to keep track of your sales activity and remind yourself of any payment deadlines.
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Paystack + Wealthbox CRM Integration

Create Wealthbox CRM task for new Paystack charge

If you're using Paystack 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 Paystack and Wealthbox CRM accounts, and we'll take care of the rest!
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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 Paystack Automations from
Integrately Community

Most popularmost-popular-automations
01
Paystack logo
WhatsApp logo
Send WhatsApp message for new Paystack charge
02
Paystack logo
Telegram logo
Send Telegram message for new Paystack charge
03
Paystack logo
GoHighLevel (Legacy) logo
Create GoHighLevel contact from new Paystack charge
04
Paystack logo
LearnDash logo
Enroll user to a course in LearnDash for Customer is created in Paystack
05
Paystack logo
GetResponse logo
Create GetResponse contact for new Paystack order
cloud
Paystack
app integration
06
Paystack logo
WhatsApp logo
Share new Paystack order via WhatsApp message
07
Paystack logo
Referral Rock logo
Create Referral Rock contact for new Paystack customer
08
Gumroad logo
Paystack logo
Update Paystack order from new Gumroad purchase
09
Paystack logo
Shipday logo
Create Shipday order for new Paystack charge
10
Paystack logo
WhatsApp logo
Send WhatsApp message for new Paystack refund
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1
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2
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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!
Paystack
Paystack
Paystack's mission is to broaden the financial services in Africa. We make it easy for African businesses and consumers to pay and get paid.