Digistore24 is a web-based sales platform that includes a fully integrated online store, an affiliate network, all standard payment methods, and accounting automation, including tax automation.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Digistrore24 + Wealthbox CRMCreate Household to Wealthbox CRM from New Order Event in Digistore24 Read More...
Digistrore24 + Wealthbox CRMCreate Project to Wealthbox CRM from New Order Event in Digistore24 Read More...
Digistrore24 + Wealthbox CRMCreate Note to Wealthbox CRM from New Order Event in Digistore24 Read More...
Digistrore24 + Wealthbox CRMStart Workflow in Wealthbox CRM when New Order Event is created in Digistore24 Read More...
Digistrore24 + Wealthbox CRMCreate Contact to Wealthbox CRM from New Order Event in Digistore24 Read More...
It's easy to connect Digistrore24 + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a transaction for an order is received.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Digistrore24 is an online business management software that helps small businesses to manage their daily operations. It offers services like customer relationship management, invoicing, billing, purchasing, organizing contacts, reporting, project management, staff monitoring, etc.
Wealthbox CRM helps small businesses to organize their customers and sales contacts. It provides services like contact management, sales and marketing automation, campaign building and email marketing.
Integration of Digistrore24 and Wealthbox CRM will help small businesses to manage their customers and sales contacts more efficiently. Here are some benefits of integration of these two CRM systems:
Customers can be managed both manually as well as automatically with the help of Digistrore24’s email marketing feature. This is ideal for those customers who want to receive information from the business but don’t feel like filling out forms. However, if they prefer filling out forms, then the information can be cplected with the help of Wealthbox CRM’s form builder.
Both email marketing and forms can be used with the help of both systems to cplect information from the customers and update them about latest offers and deals. This will help in building a long-lasting relationship with the customers.
Wealthbox CRM’s lead scoring system can be integrated with Digistrore24’s lead generation feature. This will help businesses to prioritize their leads based on the lead score that Wealthbox CRM has assigned to them. This will help businesses to allocate their resources more effectively by concentrating more on leads that have a higher score.
The contact manager service provided by Wealthbox CRM can be integrated with the customer relationship management top offered by Digistrore24. This will help small businesses to manage their customers as well as their sales contacts in one place. All data related to contacts can be updated or edited from one place. It will save time as the user won’t have to log in two different places to update information about a contact.
Sales leads can be updated from both systems without any extra effort. Data provided by a lead can be updated on a new record on either system by simply clicking a button. It will eliminate the need to log in to both systems for updating a contact’s information. If a customer wants to unsubscribe from an offer, then it can be updated from either system without any difficulty or confusion.
The process to integrate Digistrore24 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.