Wealthbox CRM + Sharetribe Flex Integration

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Sharetribe Flex + Wealthbox CRM Integration

Create Wealthbox CRM contact from new Sharetribe Flex contact

If you're an ecommerce business owner who uses Sharetribe Flex 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 Sharetribe Flex.

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 + Sharetribe Flex 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
  • Sharetribe Flex
    Transaction is created in Sharetribe Flex
  • Sharetribe Flex
    Transaction is transitioned in Sharetribe Flex
  • Sharetribe Flex
    Transaction is updated in Sharetribe Flex
  • Sharetribe Flex
    User is created in Sharetribe Flex
  • Sharetribe Flex
    User is updated in Sharetribe Flex
  • Sharetribe Flex
    User is deleted in Sharetribe Flex
  • Sharetribe Flex
    Listing is created in Sharetribe Flex
  • Sharetribe Flex
    Listing is updated in Sharetribe Flex
  • Sharetribe Flex
    Listing is deleted in Sharetribe Flex
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
  • Sharetribe Flex
    Search user in Sharetribe Flex
  • Sharetribe Flex
    Get user by id in Sharetribe Flex
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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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Sharetribe Flex helps businesses build and grow online marketplaces with features such as payment processing, custom profiles, and email notifications. It also offers design templates and customization options for a unique marketplace experience.

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