Wealthbox CRM + Razorpay Integration

Connect Wealthbox CRM to Razorpay in 1 click

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Wealthbox CRM + Razorpay Integration

Create Razorpay contact for new Wealthbox CRM contact

If you're using Wealthbox CRM to manage your sales leads, it's important to also use Razorpay to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Wealthbox CRM, a corresponding contact will automatically be created in Razorpay.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Wealthbox CRM + Razorpay 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
  • Razorpay
    Payment is captured in Razorpay Instant
  • Razorpay
    Payment is failed in Razorpay Instant
  • Razorpay
    Order is paid in Razorpay Instant
  • Razorpay
    Payment link is paid in Razorpay Instant
  • Razorpay
    Payment is authorized in Razorpay Instant
  • Razorpay
    Invoice is partially paid in Razorpay Instant
  • Razorpay
    Refund is processed in Razorpay Instant
  • Razorpay
    Invoice is expired in Razorpay Instant
  • Razorpay
    Payment link is expired in Razorpay Instant
  • Razorpay
    Payment Link is cancelled in Razorpay Instant
  • Razorpay
    Payment is dispute created in Razorpay Instant
  • Razorpay
    Refund speed is changed in Razorpay Instant
  • Razorpay
    Payment link is partially paid in Razorpay Instant
  • Razorpay
    Payment dispute lost in Razorpay Instant
  • Razorpay
    Payment dispute won in Razorpay Instant
  • Razorpay
    Payment dispute closed in Razorpay Instant
  • Razorpay
    Invoice is paid in Razorpay Instant
  • Razorpay
    Refund is created in Razorpay Instant
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
  • Razorpay
    Create customer in Razorpay
  • Razorpay
    Update customer in Razorpay
  • Razorpay
    Create payment Link in Razorpay
  • Razorpay
    Create order in Razorpay
  • Razorpay
    Update order in Razorpay
  • Razorpay
    Get order by id in Razorpay
  • Razorpay
    Create invoice in Razorpay
  • Razorpay
    Get invoice by id in Razorpay
  • Razorpay
    Create subscription in Razorpay
  • Razorpay
    Update subscription in Razorpay
  • Razorpay
    Create plan in Razorpay
  • Razorpay
    Create item in Razorpay
  • Razorpay
    Update item in Razorpay
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