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
  • 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
  • TrackMage
    Order is created in TrackMage Instant
  • TrackMage
    Order is updated in TrackMage Instant
  • TrackMage
    Order is deleted in TrackMage Instant
  • TrackMage
    Shipment is created in TrackMage Instant
  • TrackMage
    Shipment tracking status is changed in TrackMage Instant
  • TrackMage
    Shipment is updated in TrackMage Instant
  • TrackMage
    Shipment is deleted in TrackMage 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
  • TrackMage
    Create tracking page link in TrackMage
  • TrackMage
    Create shipment in TrackMage
  • TrackMage
    Search shipment in TrackMage
  • TrackMage
    Create order in TrackMage
  • TrackMage
    Search order in TrackMage
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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.

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