?>

Easyship + Wealthbox CRM Integrations

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

About Easyship

Easyship is a shipping platform that connects sellers and marketplaces to couriers. Easyship brings your business global by delivering your products with international shipping companies. You can grow your business globally, explore the new market with opportunities and find the best suitable market for your products. You can reach your potential market with the help of Easyship and can accomplish your business targets.

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 Easyship + Wealthbox CRM

  • Easyship Google Sheets

    Easyship + Google Sheets

    Add new Easyship shipping label rows to a Google Sheets spreadsheet Read More...
    Close
    When this happens...
    Easyship New Shipment
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Create Google Sheets spreadsheet rows for new Easyship shipment labels and save many hours in a month. This Appy Pie Connect integration lets you automatically add Google Sheets spreadsheet rows for new shipping labels letting you save time and eliminate manual work.
    How Does This Integration Work?
    • A new label is generated in Easyship
    • Appy Pie Connect add that label information to Google Sheets
    Apps Involved
    • Easyship
    • Google Sheets
  • Easyship Slack

    Easyship + Slack

    Send Slack messages when new Easyship shipping labels are created Read More...
    Close
    When this happens...
    Easyship New Shipment
     
    Then do this...
    Slack Send Channel Message
    You can now receive shipping label notifications from Easyship in Slack. Integrate Easyship with Slack and Appy Pie Connect will automatically create a new row in your Google Sheets spreadsheet for each label in Easyship. This way, your team won’t have to abandon the conversation to check on the latest shipping status.
    How Does This Integration Work?
    • A new label is created in Easyship
    • Appy Pie Connect send a message to a channel in Slack
    Apps Involved
    • Easyship
    • Slack
  • Easyship Zendesk

    Easyship + Zendesk

    Create Zendesk users for new Easyship shipping labels Read More...
    Close
    When this happens...
    Easyship New Shipment
     
    Then do this...
    Zendesk Create User
    Link your Zendesk account with Easyship and save valuable time by letting Appy Pie Connect do the work for you. After setting this integration up, Appy Pie Connect will create users for your business automatically from your new shipping labels. The integration will create a new user in your Zendesk account with their name, email address, company information as specified on the label
    How This Easyship-Zendesk Integration Work
    • A new label is created in Easyship
    • Appy Pie Connect creates a new user in Zendesk
    Apps Involved
    • Easyship
    • Zendesk
  • Easyship Easyship

    Appy Pie App Maker + Easyship

    Create Order in Easyship for every new order created in Appy Pie Read More...
    Close
    When this happens...
    Easyship New Order
     
    Then do this...
    Easyship Create a Shipment
    Need to create new orders automatically in your Easyship panel? This integration creates a new order whenever a new order is created in Appy Pie. Once you set up this Appy Pie-Easyship integration, each time an order is placed by the customer and received in Appy Pie, a new order will be created in Easyship with all the relevant order details. With this integration, you can make the shipping process easy and efficient.
    How Appy Pie+Easyship Integration Works
    • An order is placed by the customer and received in Appy Pie
    • Appy Pie+Easyship integration creates order in Easyship
    What You Need
    • An Appy Pie account
    • An Easyship account
  • Easyship MailChimp

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    Close
    When this happens...
    Easyship New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Rather than manually importing your Wealthbox contacts into a Mailchimp subscriber list, let Appy Pie Connect handle it for you. This Wealthbox CRM-Mailchimp integration will automatically add any new contacts in your Wealthbox CRM account to your Mailchimp subscriber list as they are created after you've set it all up.
    How This Wealthbox CRM – Mailchimp Integration Works
    • A new contact is created
    • Appy Pie Connect automatically creates a new subscriber on a Mailchimp list.
    What You Need
    • Wealthbox CRM account
    • Mailchimp account
  • Easyship {{item.actionAppName}}

    Easyship + {{item.actionAppName}}

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

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

    Triggers
  • New Shipment

    Triggers when new shipment 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 a Shipment

    Create a shipment and receive accurate shipping quotes.

  • 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 Easyship & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of Easyship and Wealthbox CRM

Easyship is an eCommerce Shipping company that offers fast and affordable shipping options to its users. It was founded in 2012 by Jack Jia who is also the CEO. The company has grown to over 30 employees in just under five years. The company is based in Vancouver, Canada and it has offices in China, New Zealand, Australia and the United States. Easyship works with eCommerce platforms such as Shopify, WooCommerce, Bigcommerce, Magento, Squarespace, Wix, PrestaShop and Drupal. The company claims that it makes shipping simple for online sellers by offering a variety of shipping plans.

Wealthbox CRM is a comprehensive free online customer relationship management system. It is a top that can be used by software companies and other businesses to manage their customers efficiently. According to the website of Wealthbox – “Wealthbox is a software platform dedicated exclusively to helping entrepreneurs and small businesses effectively communicate with their customers and subscribers.”

This paper will examine the integration of Easyship and Wealthbox CRM and how it can benefit users of both services.

Integration of Easyship and Wealthbox CRM will allow users of both services to have access to a complete picture of their contacts. Users will be able to view all of their contacts at a glance and will not have to switch between different software applications to view all information about a particular contact or company. Integration of Easyship and Wealthbox CRM will also make shipping easier for business owners. They will not have to log into separate accounts to ship items from different vendors as they can now do it all from one place. In addition, integration of Easyship and Wealthbox CRM will allow for easier scheduling of shipments as users can schedule shipments from one place instead of logging into several accounts to schedule those shipments. Finally, integration of Easyship and Wealthbox CRM will allow users to know when shipments are scheduled and delivered so they do not have to go through the trouble of calling or tracking packages manually.

Integration of Easyship and Wealthbox CRM will be beneficial for both companies as well as their customers. Users will be able to track shipments from multiple accounts without having to log into each account separately. This integration will benefit both companies as it will increase increased sales due to the efficiency of the software.

The process to integrate Easyship 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.