Wealthbox CRM + Shoprocket Integration

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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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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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Wealthbox CRM + Shoprocket 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
  • 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
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
  • Shoprocket
    Create product in Shoprocket
  • Shoprocket
    Create customer in Shoprocket
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