Wealthbox CRM + SamCart Integration

Connect Wealthbox CRM to SamCart - Automate your workflows in 1-click

Make use of Wealthbox CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. SamCart automations help you streamline order processing, manage inventory levels, and improve customer communication. Get the best of both with Integrately’s Wealthbox CRM + SamCart integration.
Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Wealthbox CRM + SamCart Integration

Just click on the workflow you want to automate
most-popular-automations
SamCart + Wealthbox CRM Integration

Create Wealthbox CRM contact from new SamCart contact

If you're an ecommerce business owner who uses SamCart 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 contact in SamCart.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
See more
Activate
  • 1of1

Create Your Own Wealthbox CRM & SamCart Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Wealthbox CRM + SamCart Integration
1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM

    Triggers the automation when any opportunity is updated

  • Wealthbox CRM
    Contact is created in Wealthbox CRM

    Triggers the automation when a new contact is created

  • Wealthbox CRM
    Task is created in Wealthbox CRM

    Triggers the automation when a new task is created

  • Wealthbox CRM
    Workflow is created in Wealthbox CRM

    Triggers the automation when a workflow is created

  • Wealthbox CRM
    Comment is created in Wealthbox CRM

    Triggers the automation when a new comment is created

  • Wealthbox CRM
    Event is created in Wealthbox CRM

    Triggers the automation when a new event is created

  • Wealthbox CRM
    Project is created in Wealthbox CRM

    Triggers the automation when a new project is created

  • Wealthbox CRM
    Note is created in Wealthbox CRM

    Triggers the automation when a new note is created

  • SamCart
    Order is placed in SamCart

    Triggers the automation when a new order is placed

    Instant
  • SamCart
    Prospect is created in SamCart

    Triggers the automation when a new prospect is added

    Instant
  • SamCart
    Product is purchased in SamCart

    Triggers the automation when a product is purchased

    Instant
  • SamCart
    Upsell is purchased in SamCart

    Triggers the automation when a user purchases an Upsell product

    Instant
  • SamCart
    Subscription is charged in SamCart

    Triggers the automation when a subscription is charged

    Instant
  • SamCart
    Subscription is cancelled in SamCart

    Triggers the automation when a subscription is cancelled

    Instant
  • SamCart
    Subscription charge is failed in SamCart

    Triggers the automation when a subscription charge fails

    Instant
  • SamCart
    Refund is completed in SamCart

    Triggers the automation when a refund is processed successfully

    Instant
  • SamCart
    Partial refund is completed in SamCart

    Triggers the automation when a refund is processed partially

    Instant
  • SamCart
    Subscription charge is refunded in SamCart

    Triggers the automation when a subscription charge is refunded

    Instant
2.
  • Wealthbox CRM
    Create Contact in Wealthbox CRM

    Adds a new contact to the database

  • Wealthbox CRM
    Search contact by email in Wealthbox CRM

    Finds and retrieves contact information using their email address

  • Wealthbox CRM
    Update Contact in Wealthbox CRM

    Updates contact information with new details

  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM

    Finds information about a contact using the phone number

  • Wealthbox CRM
    Search contact by name in Wealthbox CRM

    Finds information about a contact using the name

  • Wealthbox CRM
    Get contact by id in Wealthbox CRM

    Retrieves a contact's information based on their id

  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM

    Creates a new instance of the support system

  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM

    Updates the opportunity details as needed

  • Wealthbox CRM
    Create Task in Wealthbox CRM

    Creates a new task

  • Wealthbox CRM
    Update Task in Wealthbox CRM

    Updates the task with new information or changes

  • Wealthbox CRM
    Create Note in Wealthbox CRM

    Creates a new note in the particular format

  • Wealthbox CRM
    Update Note in Wealthbox CRM

    Updates a note with new information

  • Wealthbox CRM
    Create Event in Wealthbox CRM

    Adds a new contact to the contact list

  • Wealthbox CRM
    Update Event in Wealthbox CRM

    Updates event details with the latest information

  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM

    Retrieves contact information based on the unique id provided

  • Wealthbox CRM
    Create workflow in Wealthbox CRM

    Creates a new workflow

  • Wealthbox CRM
    Update workflow in Wealthbox CRM

    Updates the workflow with new changes or information

  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM

    Searches for a workflow template for a workflow

  • Wealthbox CRM
    Create Project in Wealthbox CRM

    Creates a new project

  • Wealthbox CRM
    Update Project in Wealthbox CRM

    Updates project information

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricing

Integrate Wealthbox CRM & SamCart In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or SamCart With 1200+ Other Apps

undefined Integrations

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!

See Wealthbox CRM Integrations
undefined Integrations

SamCart is the easiest way to setup an online store. It comes with built-in payment gateways, customizable themes and many other features, all at no cost to you.

See SamCart Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
Connect Wealthbox CRM + SamCart Now
In Just 1 Click!
P
ProductHunt

Most upvoted product of the month

▲ 2000+
leadermost-implementableeasiest-to-do-businessbest-support