Wealthbox CRM + Rezdy Integration

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Rezdy + Wealthbox CRM Integration

Create Wealthbox CRM contact from new Rezdy contact

If you're an ecommerce business owner who uses Rezdy 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 contact in Rezdy.

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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Rezdy + Wealthbox CRM Integration

Create Wealthbox CRM contact from new Rezdy order

As an online store owner, you're likely using Rezdy 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 Rezdy 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 + Rezdy 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
  • Rezdy
    Order is created in Rezdy Instant
  • Rezdy
    Order is updated in Rezdy Instant
  • Rezdy
    Order is canceled in Rezdy Instant
  • Rezdy
    Customer is created in Rezdy Instant
  • Rezdy
    Product is created in Rezdy Instant
  • Rezdy
    Product is updated in Rezdy Instant
  • Rezdy
    Product is deleted in Rezdy 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
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