Wealthbox CRM + X-Cart (5.5.1) Integration

Connect Wealthbox CRM to X-Cart (5.5.1) 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
  • X-Cart (5.5.1)
    Order is paid in X-Cart (5.5.1)
  • X-Cart (5.5.1)
    Order is created in X-Cart (5.5.1)
  • X-Cart (5.5.1)
    Customer is created in X-Cart (5.5.1)
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2.

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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 X-Cart (5.5.1) Automations from
Integrately Community

Most popularmost-popular-automations
01
X-Cart (5.5.1) logo
Emailidea logo
Create Emailidea contact for new X-Cart (5.5.1) order
02
X-Cart (5.5.1) logo
Emailidea logo
Create Emailidea contact for new X-Cart (5.5.1) customer
03
Upnify logo
X-Cart (5.5.1) logo
Create X-Cart (5.5.1) customer for new Upnify client
04
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) customer
05
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) order
cloud
X-Cart (5.5.1)
app integration
06
Mojo Helpdesk logo
X-Cart (5.5.1) logo
Create X-Cart (5.5.1) customer for new Mojo Helpdesk user
07
Mojo Helpdesk logo
X-Cart (5.5.1) logo
Create X-Cart (5.5.1) customer for new Mojo Helpdesk ticket
08
X-Cart (5.5.1) logo
Mojo Helpdesk logo
Create Mojo Helpdesk ticket for new X-Cart (5.5.1) order
09
X-Cart (5.5.1) logo
Mojo Helpdesk logo
Create Mojo Helpdesk user for new X-Cart (5.5.1) customer
10
X-Cart (5.5.1) logo
Mojo Helpdesk logo
Create Mojo Helpdesk ticket for new X-Cart (5.5.1) customer
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How Integrately Works?

1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or X-Cart (5.5.1) 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!
X-Cart (5.5.1)
X-Cart (5.5.1)
X-Cart is a specialized eCommerce platform for auto parts sellers, providing automation for managing product data, updating inventory, and handling order fulfillment processes.