plug&paid + Wealthbox CRM Integration

Connect plug&paid to Wealthbox CRM in 1 click

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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
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2.

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Ready Workflows Ready Workflows   for plug&paid + Wealthbox CRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
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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Automations

Top 10 Most Popular plug&paid Automations from
Integrately Community

Just click on the workflow you want to automate

plug&paid logo
ActiveCampaign logo
Create ActiveCampaign contact from new plug&paid customer
Activate
plug&paid logo
Stackby logo
Create Stackby row for new plug&paid order
Activate
plug&paid logo
Moosend logo
Create Moosend contact for new plug&paid order
Activate
plug&paid logo
Encharge logo
Create Encharge person for new plug&paid order
Activate
plug&paid logo
Gist logo
Create Gist contact for new plug&paid order
Activate
plug&paid logo
ActiveCampaign logo
Create ActiveCampaign contact from new plug&paid customer
Activate
plug&paid logo
Stackby logo
Create Stackby row for new plug&paid order
Activate
plug&paid logo
Moosend logo
Create Moosend contact for new plug&paid order
Activate
plug&paid logo
Encharge logo
Create Encharge person for new plug&paid order
Activate
plug&paid logo
Gist logo
Create Gist contact for new plug&paid order
Activate
plug&paid logo
SendFox logo
Create SendFox contact for new plug&paid customer
Activate
plug&paid logo
ActiveCampaign logo
Create ActiveCampaign contact for new plug&paid order
Activate
plug&paid logo
WordPress logo
Create WordPress post for new plug&paid product
Activate
plug&paid logo
Authorize.Net logo
Create Authorize.Net customer for new plug&paid customer
Activate
plug&paid logo
Heights Platform logo
Create Heights Platform contact for new plug&paid order
Activate
plug&paid logo
SendFox logo
Create SendFox contact for new plug&paid customer
Activate
plug&paid logo
ActiveCampaign logo
Create ActiveCampaign contact for new plug&paid order
Activate
plug&paid logo
WordPress logo
Create WordPress post for new plug&paid product
Activate
plug&paid logo
Authorize.Net logo
Create Authorize.Net customer for new plug&paid customer
Activate
plug&paid logo
Heights Platform logo
Create Heights Platform contact for new plug&paid order
Activate

Top 10 Most Popular Wealthbox CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM opportunity for new Autopilot contact
02
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Autopilot contact
03
Block Survey logo
Wealthbox CRM logo
Create Wealthbox CRM task for new Block Survey form response
04
WordPress logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new WordPress user
05
Cognito Forms logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Cognito Forms entry
cloud
Wealthbox CRM
app integration
06
Notion logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Notion database item
07
WPForms logo
Wealthbox CRM logo
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
08
Wealthbox CRM logo
Chatwork logo
Create Chatwork task for new Wealthbox CRM opportunity
09
Ontraport logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Ontraport response
10
Wealthbox CRM logo
Clockify logo
Create Clockify task for new Wealthbox CRM opportunity
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect plug&paid or Wealthbox CRM With 1400+ Other Apps

plug&paid
plug&paid
plug&paid is a next-gen B2B and B2C eCommerce platform that helps you sell your products and services online. From creating the store to managing its operations, we can help you grow your business by driving more sales.
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!