Wealthbox CRM + TrackMage Integration

Connect Wealthbox CRM to TrackMage - Automate your workflows in 1-click

Make use of Wealthbox CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. TrackMage automations help you streamline order processing, manage inventory levels, and improve customer communication. Combine the benefits of both with Integrately’s Wealthbox CRM + TrackMage integration.
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TrackMage + Wealthbox CRM Integration

Create Wealthbox CRM contact from new TrackMage order

As an online store owner, you're likely using TrackMage 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 TrackMage 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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Wealthbox CRM + TrackMage Integration
1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM

    Triggers the automation when any opportunity is updated

  • Wealthbox CRM
    Contact is created in Wealthbox CRM

    Triggers the automation when a new contact is created

  • Wealthbox CRM
    Task is created in Wealthbox CRM

    Triggers the automation when a new task is created

  • Wealthbox CRM
    Workflow is created in Wealthbox CRM

    Triggers the automation when a workflow is created

  • Wealthbox CRM
    Comment is created in Wealthbox CRM

    Triggers the automation when a new comment is created

  • Wealthbox CRM
    Event is created in Wealthbox CRM

    Triggers the automation when a new event is created

  • Wealthbox CRM
    Project is created in Wealthbox CRM

    Triggers the automation when a new project is created

  • Wealthbox CRM
    Note is created in Wealthbox CRM

    Triggers the automation when a new note is created

  • TrackMage
    Order is created in TrackMage

    Triggers the automation when a new order is created

    Instant
  • TrackMage
    Order is updated in TrackMage

    Triggers the automation when any order is updated

    Instant
  • TrackMage
    Order is deleted in TrackMage

    Triggers the automation when any order is deleted

    Instant
  • TrackMage
    Shipment is created in TrackMage

    Triggers the automation when a shipment is created

    Instant
  • TrackMage
    Shipment tracking status is changed in TrackMage

    Triggers the automation when the shipment tracking status is changed

    Instant
  • TrackMage
    Shipment is updated in TrackMage

    Triggers the automation when a shipment is updated

    Instant
  • TrackMage
    Shipment is deleted in TrackMage

    Triggers the automation when a shipment is deleted

    Instant
2.
  • Wealthbox CRM
    Create Contact in Wealthbox CRM

    Adds a new contact to the database

  • Wealthbox CRM
    Search contact by email in Wealthbox CRM

    Finds and retrieves contact information using their email address

  • Wealthbox CRM
    Update Contact in Wealthbox CRM

    Updates contact information with new details

  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM

    Finds information about a contact using the phone number

  • Wealthbox CRM
    Search contact by name in Wealthbox CRM

    Finds information about a contact using the name

  • Wealthbox CRM
    Get contact by id in Wealthbox CRM

    Retrieves a contact's information based on their id

  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM

    Creates a new instance of the support system

  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM

    Updates the opportunity details as needed

  • Wealthbox CRM
    Create Task in Wealthbox CRM

    Creates a new task

  • Wealthbox CRM
    Update Task in Wealthbox CRM

    Updates the task with new information or changes

  • Wealthbox CRM
    Create Note in Wealthbox CRM

    Creates a new note in the particular format

  • Wealthbox CRM
    Update Note in Wealthbox CRM

    Updates a note with new information

  • Wealthbox CRM
    Create Event in Wealthbox CRM

    Adds a new contact to the contact list

  • Wealthbox CRM
    Update Event in Wealthbox CRM

    Updates event details with the latest information

  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM

    Retrieves contact information based on the unique id provided

  • Wealthbox CRM
    Create workflow in Wealthbox CRM

    Creates a new workflow

  • Wealthbox CRM
    Update workflow in Wealthbox CRM

    Updates the workflow with new changes or information

  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM

    Searches for a workflow template for a workflow

  • Wealthbox CRM
    Create Project in Wealthbox CRM

    Creates a new project

  • Wealthbox CRM
    Update Project in Wealthbox CRM

    Updates project information

  • TrackMage
    Create tracking page link in TrackMage

    Creates a new tracking page link

  • TrackMage
    Create shipment in TrackMage

    Generates a new shipment

  • TrackMage
    Search shipment in TrackMage

    Searches for a shipment

  • TrackMage
    Create order in TrackMage

    Creates a new order

  • TrackMage
    Search order in TrackMage

    Searches for a order

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Integrate Wealthbox CRM & TrackMage In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Wealthbox CRM or TrackMage With 1200+ Other Apps

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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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With TrackMage, merchants can create robust and engaging personalized order status pages, while also providing customers with calls to action to re-engage with their brands and purchase more goods.

See TrackMage Integrations

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