Wealthbox CRM + Razorpay Integration

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.

When Opportunity is created in Wealthbox CRM then Create customer in Razorpay and Create subscription in Razorpay

When Opportunity is created in Wealthbox CRM then Create customer in Razorpay and Create invoice in Razorpay