Wealthbox CRM + SamCart Integration

Connect Wealthbox CRM to SamCart in 1 click

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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.
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Wealthbox CRM + SamCart 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
  • SamCart
    Order is placed in SamCart Instant
  • SamCart
    Prospect is created in SamCart Instant
  • SamCart
    Product is purchased in SamCart Instant
  • SamCart
    Upsell is purchased in SamCart Instant
  • SamCart
    Subscription is charged in SamCart Instant
  • SamCart
    Subscription is cancelled in SamCart Instant
  • SamCart
    Subscription charge is failed in SamCart Instant
  • SamCart
    Refund is completed in SamCart Instant
  • SamCart
    Partial refund is completed in SamCart Instant
  • SamCart
    Subscription charge is refunded in SamCart 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
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You Can Also Connect Wealthbox CRM or SamCart With 1200+ Other Apps

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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!

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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.

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