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Integrate Ecwid with Wealthbox CRM

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

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About Ecwid

Ecwid is a cloud-based online store builder that allows you to create an online store on any website, Facebook page, or many sites at once.

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 Ecwid + Wealthbox CRM

  • Ecwid Integration Wealthbox CRM Integration

    Ecwid + Wealthbox CRM

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

    Ecwid + Wealthbox CRM

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

    Ecwid + Wealthbox CRM

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

    Ecwid + Wealthbox CRM

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

    Ecwid + Wealthbox CRM

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

    Ecwid + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when a new customer is created.

  • New Orders

    Triggers when a new order placed.

  • New Paid Order

    Triggers when a new paid order is placed.

  • New Pickup Order

    Triggers when a new pickup order is placed.

  • New Product

    Triggers when a new product is created.

  • New Shipping Order

    Triggers when a new shipping order is placed.

  • 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 Customer

    Creates a customer.

  • Create Discount coupon

    Creates a discount coupon.

  • Create Order

    Creates a order.

  • Create Product

    Creates a new product.

  • Update Product

    Updates a 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 Ecwid & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of Ecwid and Wealthbox CRM

Ecwid

Ecwid is a cloud-based ecommerce platform that allows you to create an online store without having to install any software. It can be installed on your website or it can be used as a standalone application. Ecwid offers features such as product listing, product editing, inventory management, shipping management, order management, customer management, marketing tops, search engine friendly URLs, analytics, paypal integration.

Wealthbox CRM

Wealthbox CRM is a cloud-based sales and marketing software spution that helps business owners manage their contacts, leads, customers, tasks, quotes, time tracking and invoices.

Integration of Ecwid and Wealthbox CRM

Ecwid was developed in 2009 by the same team that developed Wealthbox CRM. The integration of both applications will allow you to benefit from all the features of each one of them. The integration of both sputions will allow us to have more sales for our online store. We will be able to manage our contacts using Wealthbox CRM and then send them to the corresponding category of the store to which they are interested in. Or if we are not doing business with someone but we want to give him a quote for his project we will be able to do it in Wealthbox CRM and then show it in our Ecwid dashboard.

Benefits of Integration of Ecwid and Wealthbox CRM

The main goal of this integration is to increase our sales and make our store more profitable. This way we will be able to manage our contacts and leads better and we will know who they are and how much money they can spend in our store. This way we will be able to communicate with them in a more personal way and give them a better service when they visit our store. Also we will be able to create automated workflows that will help us send emails or fplow up calls to our leads automatically when they reach a certain stage. So these are just some of the many benefits that we can get when we integrate Ecwid and Wealthbox CRM together. But we will need to implement the integration correctly in order to get all the benefits out of it.

This integration will allow us to create a more effective and efficient way of working and also improve our results in many aspects. This way we will be able to get more sales from our online store and get more clients from our contacts. With this new system we will be able to get more sales from referrals since we will be able to see which of our friends want to buy from our store and what kind of products they want. Then we can tell them about the integration of Wealthbox CRM and Ecwid and let them know that they don’t need to fill out any forms or sign up for anything. They can simply access their information from the app. Another important thing is that this integration won’t require a lot of time since it is a very easy implementation. All you need is to have your Ecwid account connected to your Wealthbox CRM account and the rest will go automatically from there.

References

The process to integrate Ecwid 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.