?>

Shift4Shop (formerly 3dcart) + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Shift4Shop (formerly 3dcart) and Wealthbox CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Shift4Shop (formerly 3dcart)

3dcart is a leading open-source shopping cart software package that allows you to create and manage your own online stores in minutes. It is easy to install, use, and manage.

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best ways to Integrate Shift4Shop (formerly 3dcart) + Wealthbox CRM

  • Shift4Shop (formerly 3dcart) Wealthbox CRM

    Shift4Shop (formerly 3dcart) + Wealthbox CRM

    Create Household to Wealthbox CRM from New Customer in 3Dcart Read More...
    Close
    When this happens...
    Shift4Shop (formerly 3dcart) New Customer
     
    Then do this...
    Wealthbox CRM Create Household
  • Shift4Shop (formerly 3dcart) Wealthbox CRM

    Shift4Shop (formerly 3dcart) + Wealthbox CRM

    Create Project to Wealthbox CRM from New Customer in 3Dcart Read More...
    Close
    When this happens...
    Shift4Shop (formerly 3dcart) New Customer
     
    Then do this...
    Wealthbox CRM Create Project
  • Shift4Shop (formerly 3dcart) Wealthbox CRM

    Shift4Shop (formerly 3dcart) + Wealthbox CRM

    Create Note to Wealthbox CRM from New Customer in 3Dcart Read More...
    Close
    When this happens...
    Shift4Shop (formerly 3dcart) New Customer
     
    Then do this...
    Wealthbox CRM Create Note
  • Shift4Shop (formerly 3dcart) Wealthbox CRM

    Shift4Shop (formerly 3dcart) + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Customer is created in 3Dcart Read More...
    Close
    When this happens...
    Shift4Shop (formerly 3dcart) New Customer
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Shift4Shop (formerly 3dcart) Wealthbox CRM

    Shift4Shop (formerly 3dcart) + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Customer in 3Dcart Read More...
    Close
    When this happens...
    Shift4Shop (formerly 3dcart) New Customer
     
    Then do this...
    Wealthbox CRM Create Contact
  • Shift4Shop (formerly 3dcart) {{item.actionAppName}}

    Shift4Shop (formerly 3dcart) + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Shift4Shop (formerly 3dcart) + Wealthbox CRM in easier way

It's easy to connect Shift4Shop (formerly 3dcart) + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when a new customer is created.

  • New Order

    Triggers when a new order is placed.

  • Product New

    Triggers when a new product is created.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Create Customer

    Creates a new customer.

  • Create Order

    Creates a new order.

  • Create Product Simple

    Creates a new product.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Shift4Shop (formerly 3dcart) & Wealthbox CRM Integrations Work

  1. Step 1: Choose Shift4Shop (formerly 3dcart) as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Wealthbox CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Shift4Shop (formerly 3dcart) to Wealthbox CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Shift4Shop (formerly 3dcart) and Wealthbox CRM

Shift4Shop (formerly 3dcart)

Wealthbox CRM, a division of Shift4, is an online seller platform which helps eCommerce sellers manage their business. With the Wealthbox CRM platform, merchants can manage multiple sales channels (including Amazon, Etsy, Shopify, eBay), inventory, customers, orders, and more in one place. The platform also helps merchants keep track of their sales and profits, analyze their sales data, and more.

Wealthbox CRM

Wealthbox CRM is an automated sales management platform that empowers eCommerce merchants to grow their businesses. With Wealthbox CRM, you can manage your complete online business including inventory, orders, customers, revenue and profits all in one place.

  • Integration of Shift4Shop (formerly 3dcart. and Wealthbox CRM
  • The integration of Shift4Shop (formerly 3dcart. and Wealthbox CRM creates opportunities for online sellers to improve customer retention rate, increase revenue, reduce workload, and improve customer satisfaction.

    • Improve Customer Retention Rate

    Merchants can view all of the data about their customers in one place in Wealthbox CRM. For example, when a customer orders products in the Wealthbox CRM, the details of the order are automatically sent to Shift4Shop (formerly 3dcart. With the integration of the two platforms, the merchant can see all orders from a specific customer at one place in Wealthbox CRM. The merchant can then review the order details in Wealthbox CRM to find out if there are any problems with the order or if there are any issues regarding the product that was shipped to the customer. If there are any issues with the order or product, then the merchant can contact the customer in Wealthbox CRM to respve any problems immediately. This way, the merchant can quickly respond to customers’ concerns and have them come back to shop again in the future. The integration of Shift4Shop (formerly 3dcart. and Wealthbox CRM allows merchants to retain their customers by responding to issues immediately so that they will not have problems with future orders.

    • Increase Revenue

    With the integration of the two platforms, merchants are able to see all of their sales data at one place in Wealthbox CRM. This way merchants can track how many people are buying their products in one place. This helps merchants see how much money they need to generate each month and what products they need to sell in order to meet that goal. Merchants can then use this information to set appropriate sales goals and strategies to achieve those goals while maximizing sales and profits accordingly. By using this information, merchants can make informed decisions about where to advertise and what strategies they should use for marketing. This way merchants can increase traffic and sales on their websites resulting in higher revenue.

    • Reduce Workload

    Merchants no longer need to log into two different websites to manage their businesses; they can do it all from one website with the integration of the two platforms. They no longer need to go back and forth between different platforms just to view and update information about their customers or orders. This saves them time and effort and allows them to focus on other aspects of their business instead of spending time keeping track of data from two different platforms. This way merchants can rest assured that whatever they do in one platform is automatically updated on the other platform as well. The integration of the two platforms saves them time so that they can focus on other aspects of running their business such as managing inventory, creating new products, advertising their products on social media sites such as Facebook and Instagram, promoting their products on other eCommerce websites such as Amazon and Etsy, and more.

    Wealthbox CRM is a great top for online sellers because it streamlines business operations by allowing them to manage all of their sales channels in one place instead of going through several different platforms just to check on orders or customer data. The integration of Shift4Shop (formerly 3dcart. and Wealthbox CRM allows merchants to add value to their businesses by increasing revenue, reducing workloads, improving customer retention rates, and more.

    The process to integrate Shift4Shop (formerly 3dcart) and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.