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Integrate BigCommerce with Wealthbox CRM

Appy Pie Connect allows you to automate multiple workflows between BigCommerce and Wealthbox CRM

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About BigCommerce

BigCommerce is a powerful eCommerce platform that gives you everything you need to build, run and grow your online business. From unlimited categories, products, and customers to mobile commerce and marketing tools to powerful back-office and reporting features, BigCommerce has everything.

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 BigCommerce + Wealthbox CRM

  • BigCommerce Integration Wealthbox CRM Integration

    BigCommerce + Wealthbox CRM

    Create Household to Wealthbox CRM from New Customer in BigCommerce Read More...
    Close
    When this happens...
    BigCommerce Integration New Customer
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • BigCommerce Integration Wealthbox CRM Integration

    BigCommerce + Wealthbox CRM

    Create Project to Wealthbox CRM from New Customer in BigCommerce Read More...
    Close
    When this happens...
    BigCommerce Integration New Customer
     
    Then do this...
    Wealthbox CRM Integration Create Project
  • BigCommerce Integration Wealthbox CRM Integration

    BigCommerce + Wealthbox CRM

    Create Note to Wealthbox CRM from New Customer in BigCommerce Read More...
    Close
    When this happens...
    BigCommerce Integration New Customer
     
    Then do this...
    Wealthbox CRM Integration Create Note
  • BigCommerce Integration Wealthbox CRM Integration

    BigCommerce + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Customer is created in BigCommerce Read More...
    Close
    When this happens...
    BigCommerce Integration New Customer
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • BigCommerce Integration Wealthbox CRM Integration

    BigCommerce + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Customer in BigCommerce Read More...
    Close
    When this happens...
    BigCommerce Integration New Customer
     
    Then do this...
    Wealthbox CRM Integration Create Contact
  • BigCommerce Integration {{item.actionAppName}} Integration

    BigCommerce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect BigCommerce + Wealthbox CRM in easier way

It's easy to connect BigCommerce + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when a new customer is added.

  • New Order

    Triggers when a new order is placed.

  • New Order With Line Item

    Triggers when a new order is placed (with line item support).

  • New Product

    Triggers when a new product is added.

  • New/Updated Product

    Triggers when a new or updated product occur.

  • Updated Product

    Triggers when a product is updated.

  • 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 Coupon (Category)

    Creates a new coupon attached to a category.

  • Create Customer

    Creates a new customer.

  • Create Customer Address

    Adds a new address to an existing customer.

  • Create Product

    Creates a new product.

  • Update Product Inventory

    Update a new product to an existing 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How BigCommerce & Wealthbox CRM Integrations Work

  1. Step 1: Choose BigCommerce 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 BigCommerce to Wealthbox CRM.

    (2 minutes)

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

Integration of BigCommerce and Wealthbox CRM

BigCommerce

BigCommerce is a platform that allows you to create and run your online store. It provides a sophisticated and smooth user interface, which empowers you to increase your revenue. The point of interest here is that BigCommerce also allows you to integrate with Wealthbox CRM.

Wealthbox CRM

Wealthbox CRM is an advanced and robust customer relationship management system that makes it easy for you to organize your customers and prospects as well as track their activities. The platform also allows you to communicate effectively with them and convert leads into customers. The wealthbox CRM has a flexible and clear interface. It is extremely easy to use and navigate.

Integration of BigCommerce and Wealthbox CRM

BigCommerce and Wealthbox CRM platforms can be integrated in several ways. For instance, they can be integrated manually or via automated tops. The integration process is very simple. However, the manual process takes time and effort, while the automated process occurs quickly and seamlessly. BigCommerce integration with wealthbox requires the use of API connection.

Benefits of Integration of BigCommerce and Wealthbox CRM

The main benefits of integrating BigCommerce with wealthbox are described below:

  • Seamless Checkout Process. By connecting BigCommerce with wealthbox, you can streamline the checkout process for your customers. Your customers can easily access the wealthbox CRM system directly through your site. This eliminates the need for them to enter their details independently. The process is more seamless, convenient, and less time-consuming for them.
  • Improved Customer Experience. Customers do not like having to register or log in separately on different sites. This is particularly true if they are doing business with multiple brands. Integrating BigCommerce with wealthbox will help you offer a seamless experience to your customers. When they visit your site, they will be able to access the wealthbox CRM directly through the BigCommerce platform without having to go through multiple registration steps or any other inconveniences.
  • Enhanced Sales Conversion. As mentioned above, integrating BigCommerce with wealthbox will give your customers an easy way to access the wealthbox CRM directly from your website. This will enhance their conversion rates significantly since they will not have to enter their information on different sites. Your sales conversion rates will definitely improve by implementing this strategy.
  • In conclusion, integrating BigCommerce with wealthbox CRM is an excellent idea for any business person who wants to increase his or her sales conversion rates. By doing so, you will not only increase the total number of new customers but also retain them for longer periods of time. This will lead to sustained growth in your sales vpumes over time hence increasing your overall sales revenues considerably.

    The process to integrate BigCommerce 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.