plug&paid + Wealthbox CRM Integration

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plug&paid + Wealthbox CRM Integration

Create Wealthbox CRM contact from new plug&paid customer

If you're an ecommerce business owner who uses plug&paid to power your online store, you'll be happy to know that when a new contact is created in Wealthbox CRM, this automation will automatically create a customer in plug&paid.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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plug&paid + Wealthbox CRM Integration

Create Wealthbox CRM contact from new plug&paid order

As an online store owner, you're likely using plug&paid 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 plug&paid 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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plug&paid + Wealthbox CRM Integration
1.
  • plug&paid
    Sale is created in plug&paid Instant
  • plug&paid
    Order is marked as shipped in plug&paid Instant
  • plug&paid
    Order tracking is set in plug&paid Instant
  • plug&paid
    Order is declined in plug&paid Instant
  • plug&paid
    Order is refunded in plug&paid Instant
  • plug&paid
    Customer is created in plug&paid Instant
  • plug&paid
    Recurring subscription sale is created in plug&paid Instant
  • plug&paid
    Subscription is cancelled in plug&paid Instant
  • plug&paid
    Cart is abandoned in plug&paid Instant
  • plug&paid
    Invoice is marked as paid in plug&paid Instant
  • plug&paid
    Recurring charges is failed in plug&paid Instant
  • plug&paid
    Product is created in plug&paid Instant
  • plug&paid
    Product is updated in plug&paid Instant
  • plug&paid
    Product is deleted in plug&paid Instant
  • 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
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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