Wealthbox CRM + Starshipit Integration

Connect Wealthbox CRM to Starshipit 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
  • Starshipit
    Order is created in Starshipit
  • Starshipit
    Order is shipped in Starshipit
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2.

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Ready Workflows Ready Workflows   for Wealthbox CRM + Starshipit Integration

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

Create Wealthbox CRM contact from new Starshipit order

As an online store owner, you're likely using Starshipit 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 Starshipit 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 Starshipit Automations from
Integrately Community

Most popularmost-popular-automations
01
Starshipit logo
WordPress logo
Create WordPress post for new Starshipit order
02
Starshipit logo
WooCommerce logo
Update WooCommerce order from new Starshipit order
03
Starshipit logo
Freshdesk logo
Create Freshdesk ticket for new Starshipit order
04
Starshipit logo
Google Sheets logo
Create Google Sheets row for new Starshipit order
05
Elementor Forms logo
Starshipit logo
Create Starshipit order for new Elementor Forms form submission
cloud
Starshipit
app integration
06
Embudos.ai logo
Starshipit logo
Create Starshipit order for new Embudos.ai response
07
Contact Form 7 logo
Starshipit logo
Create Starshipit order for new Contact Form 7 form submission
08
Thrive Themes (Thrive Automator) logo
Starshipit logo
Create Starshipit order for new Thrive Themes (Thrive Automator) form
09
BlankBlocks logo
Starshipit logo
Create Starshipit order for new BlankBlocks response
10
Pagemaker logo
Starshipit logo
Create Starshipit order for new Pagemaker form submission
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or Starshipit 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!
Starshipit
Starshipit
Starshipit helps setup a streamlined shipping process that's easy to use with customers involved in each step. You can generate shipments in bulk, send out automated notifications, and track your packages every step of the way