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Integrate eBay with Wealthbox CRM

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

  • No code
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About eBay

eBay Inc. is a global commerce leader that connects millions of buyers and sellers around the world. From new to used, collectible to rare, fashion to electronics, cars, real estate, and more, eBay's peer-to-peer marketplace connects millions of buyers and sellers across thousands of categories.

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 eBay + Wealthbox CRM

  • eBay Integration Wealthbox CRM Integration

    eBay + Wealthbox CRM

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

    eBay + Wealthbox CRM

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

    eBay + Wealthbox CRM

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

    eBay + Wealthbox CRM

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

    eBay + Wealthbox CRM

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

    eBay + {{item.actionAppName}}

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

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

    Triggers
  • New Order

    Triggers when a new order is made.

  • Updated Order

    Triggers when any order 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
  • 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 eBay & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of eBay and Wealthbox CRM

eBay

eBay is an American based online auction and shopping website, which is used to purchase goods and services. It was started in 1995 by Pierre Omidyar. He created this website in the area of San Jose, California. The name came from the word “ebay” which was a type of fishing ppe.

Wealthbox CRM

Wealthbox CRM is a Salesforce CRM (Customer Relationship Management. service. The purpose of this service is to help small businesses increase sales, create strong customer relationships and strong marketing strategies. This service is integrated with other services like Dropbox, Freshbooks, Slack, Zapier and many others.

Integration of eBay and Wealthbox CRM

Wealthbox CRM integrates with eBay. The main reason for integration of these two services together is to provide better support for customers who want to purchase both products and services at once. Before integration, it was difficult to manage customer orders on one platform. So, integrating these two platforms will definitely be helpful for small business owners. The integration also helps small business owners to use both platforms without any difficulty. They can simply connect their eBay account with Wealthbox CRM account.

Benefits of Integration of eBay and Wealthbox CRM

There are numerous benefits that come with the integration of these two platforms. Some of the benefits are mentioned below:

The integration provides an opportunity for small business owners to save cost. They don’t have to pay separate costs for each platform. The integration saves them money. Small business owners can easily track their customer orders placed under eBay and other services. They can also track their customer orders placed on other networks like Facebook, Instagram, Pinterest etc. The integration makes it simple for small business owners to manage their customer orders in one system. It eliminates the confusion among small business owners while managing customer orders. It also increases the revenue for small business owners while saving time and effort. Since the integration is very easy, people who are not technpogy savvy can easily use it.

So, these are some benefits that come with the integration of eBay and Wealthbox CRM. However, this integration does not provide any additional features or functionalities to Wealthbox CRM users. Rather, it simply helps them in managing customer orders easily.

The process to integrate eBay 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.