Wealthbox CRM + Shoprocket Integration

Connect Wealthbox CRM to Shoprocket 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
  • Shoprocket
    Product is deleted in Shoprocket Instant
  • Shoprocket
    Product is updated in Shoprocket Instant
  • Shoprocket
    Product is created in Shoprocket Instant
  • Shoprocket
    Customer is deleted in Shoprocket Instant
  • Shoprocket
    Customer is updated in Shoprocket Instant
  • Shoprocket
    Customer is created in Shoprocket Instant
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2.

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Ready Workflows Ready Workflows   for Wealthbox CRM + Shoprocket Integration

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

Create Shoprocket customer for new Wealthbox CRM contact

Creating a new Shoprocket 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 - Shoprocket integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Shoprocket 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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Shoprocket + Wealthbox CRM Integration

Create Wealthbox CRM contact from new Shoprocket customer

If you're an ecommerce business owner who uses Shoprocket 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 Shoprocket.

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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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 Shoprocket Automations from
Integrately Community

Most popularmost-popular-automations
01
Shoprocket logo
Google Chat logo
Send Google Chat message for new Shoprocket product
02
Shoprocket logo
Google Sheets logo
Create Google Sheets row for new Shoprocket customer
03
MailerLite Classic logo
Shoprocket logo
Create Shoprocket customer for new MailerLite Classic contact
04
CompanyHub logo
Shoprocket logo
Create Shoprocket customer for new CompanyHub contact
05
ActiveCampaign logo
Shoprocket logo
Create Shoprocket customer for new ActiveCampaign contact
cloud
Shoprocket
app integration
06
Systeme.io logo
Shoprocket logo
Create Shoprocket customer for new Systeme.io contact
07
Shoprocket logo
Systeme.io logo
Create Systeme.io contact for new Shoprocket customer
08
Umso logo
Shoprocket logo
Create Shoprocket customer for new Umso contact
09
LinkedIn Ads logo
Shoprocket logo
Create Shoprocket customer for new LinkedIn Ads contact
10
Shoprocket logo
Edgeone.ai logo
Email It logo
When Product is created in Shoprocket > Create image in Edgeone.ai > Send email in Email It
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1
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2
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3
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750 Tasks
in $19.99
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Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or Shoprocket With 1400+ Other Apps

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!
Shoprocket
Shoprocket
Shoprocket makes it easy for you to add e-commerce to your website, blog, or landing page. With a few simple steps, your site is ready to sell products and engage customers. Turn your online space into a store without the fuss.