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Digistrore24 + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Digistrore24 and Wealthbox CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Digistrore24

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.

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 Digistrore24 + Wealthbox CRM

  • Digistrore24 Wealthbox CRM

    Digistrore24 + Wealthbox CRM

    Create Household to Wealthbox CRM from New Order Event in Digistore24 Read More...
    Close
    When this happens...
    Digistrore24 New Order Event
     
    Then do this...
    Wealthbox CRM Create Household
  • Digistrore24 Wealthbox CRM

    Digistrore24 + Wealthbox CRM

    Create Project to Wealthbox CRM from New Order Event in Digistore24 Read More...
    Close
    When this happens...
    Digistrore24 New Order Event
     
    Then do this...
    Wealthbox CRM Create Project
  • Digistrore24 Wealthbox CRM

    Digistrore24 + Wealthbox CRM

    Create Note to Wealthbox CRM from New Order Event in Digistore24 Read More...
    Close
    When this happens...
    Digistrore24 New Order Event
     
    Then do this...
    Wealthbox CRM Create Note
  • Digistrore24 Wealthbox CRM

    Digistrore24 + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Order Event is created in Digistore24 Read More...
    Close
    When this happens...
    Digistrore24 New Order Event
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Digistrore24 Wealthbox CRM

    Digistrore24 + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Order Event in Digistore24 Read More...
    Close
    When this happens...
    Digistrore24 New Order Event
     
    Then do this...
    Wealthbox CRM Create Contact
  • Digistrore24 {{item.actionAppName}}

    Digistrore24 + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Digistrore24 + Wealthbox CRM in easier way

It's easy to connect Digistrore24 + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Order Event

    Triggers when a transaction for an order is received.

  • 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
  • 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 Digistrore24 & Wealthbox CRM Integrations Work

  1. Step 1: Choose Digistrore24 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 Digistrore24 to Wealthbox CRM.

    (2 minutes)

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

Integration of Digistrore24 and Wealthbox CRM

Digistrore24

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

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

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.

Benefits of Integration of Digistrore24 and Wealthbox CRM

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.