Wealthbox CRM + Shoplazza Integration

Connect Wealthbox CRM to Shoplazza in 1 click

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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
  • Shoplazza
    Order is created in Shoplazza Instant
  • Shoplazza
    Order is updated in Shoplazza Instant
  • Shoplazza
    Order is paid in Shoplazza Instant
  • Shoplazza
    Order is cancelled in Shoplazza Instant
  • Shoplazza
    Order is refunded in Shoplazza Instant
  • Shoplazza
    Order is fulfilled in Shoplazza Instant
  • Shoplazza
    Customer is created in Shoplazza Instant
  • Shoplazza
    Customer is updated in Shoplazza Instant
  • Shoplazza
    Product is created in Shoplazza Instant
  • Shoplazza
    Product is updated in Shoplazza Instant
  • Shoplazza
    Cart is abandoned in Shoplazza
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2.

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Most popular automationsmost-popular-automations
Shoplazza + Wealthbox CRM Integration

Create Wealthbox CRM contact from new Shoplazza customer

If you're an ecommerce business owner who uses Shoplazza 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 customer in Shoplazza.

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 + Shoplazza Integration

Create Shoplazza customer for new Wealthbox CRM contact

Creating a new Shoplazza customer for every new Wealthbox CRM contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Wealthbox CRM - Shoplazza integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Shoplazza and Wealthbox CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Shoplazza + Wealthbox CRM Integration

Create Wealthbox CRM contact from new Shoplazza order

As an online store owner, you're likely using Shoplazza to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Shoplazza with Wealthbox CRM? This integration will allow you to automatically create a contact for each new order in Wealthbox CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Automations

Top 10 Most Popular Wealthbox CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM opportunity for new Autopilot contact
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Autopilot contact
Activate
Block Survey logo
Wealthbox CRM logo
Create Wealthbox CRM task for new Block Survey form response
Activate
WordPress logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new WordPress user
Activate
Cognito Forms logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Cognito Forms entry
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM opportunity for new Autopilot contact
Activate
Autopilot logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Autopilot contact
Activate
Block Survey logo
Wealthbox CRM logo
Create Wealthbox CRM task for new Block Survey form response
Activate
WordPress logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new WordPress user
Activate
Cognito Forms logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Cognito Forms entry
Activate
Notion logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Notion database item
Activate
WPForms logo
Wealthbox CRM logo
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Activate
Wealthbox CRM logo
Chatwork logo
Create Chatwork task for new Wealthbox CRM opportunity
Activate
Ontraport logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Ontraport response
Wealthbox CRM logo
Clockify logo
Create Clockify task for new Wealthbox CRM opportunity
Activate
Notion logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Notion database item
Activate
WPForms logo
Wealthbox CRM logo
When Form is submitted in WPForms > Create Contact in Wealthbox CRM > Create Opportunity in Wealthbox CRM
Activate
Wealthbox CRM logo
Chatwork logo
Create Chatwork task for new Wealthbox CRM opportunity
Activate
Ontraport logo
Wealthbox CRM logo
Create Wealthbox CRM contact for new Ontraport response
Wealthbox CRM logo
Clockify logo
Create Clockify task for new Wealthbox CRM opportunity
Activate

Top 10 Most Popular Shoplazza Automations from
Integrately Community

Most popularmost-popular-automations
01
Shoplazza logo
Google Sheets logo
Create Google Sheets row for new Shoplazza order
02
condoo logo
Shoplazza logo
Create Shoplazza customer for new condoo contact
03
Shoplazza logo
HubSpot logo
Create HubSpot contact from new Shoplazza customer
04
Shoplazza logo
Quickbooks Online logo
Create Quickbooks Online invoice for new Shoplazza order
05
Shoplazza logo
Stripe logo
Update Stripe contact from new Shoplazza customer
cloud
Shoplazza
app integration
06
Google Sheets logo
Shoplazza logo
Update Shoplazza product for new Google Sheets row
07
Shoplazza logo
ZNICRM (Intueri CRM) logo
Create ZNICRM (Intueri CRM) contact from new Shoplazza customer
08
Shoplazza logo
SmartSuite logo
Create SmartSuite row for new Shoplazza order
09
Dealfront logo
Shoplazza logo
Create Shoplazza customer for new Dealfront contact
10
Systeme.io logo
Shoplazza logo
Create Shoplazza customer for new Systeme.io contact
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Wealthbox CRM
Wealthbox CRM
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!
Shoplazza
Shoplazza
Shoplazza is an exceptional e-commerce platform with a user-friendly interface, design templates, payment gateways, shipping integrations & inventory management tools. Ideal for those who want to launch their online stores quickly and efficiently.