Integrate Magento 2.X with Wealthbox CRM

Appy Pie Connect allows you to automate multiple workflows between Magento 2.X and Wealthbox CRM

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About Magento 2.X

Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.

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 Magento 2.X and Wealthbox CRM Integrations

  • Magento 2.X Integration Wealthbox CRM Integration

    Magento 2.X + Wealthbox CRM

    Create Household to Wealthbox CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • Magento 2.X Integration Wealthbox CRM Integration

    Magento 2.X + Wealthbox CRM

    Create Project to Wealthbox CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Wealthbox CRM Integration Create Project
  • Magento 2.X Integration Wealthbox CRM Integration

    Magento 2.X + Wealthbox CRM

    Create Note to Wealthbox CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Wealthbox CRM Integration Create Note
  • Magento 2.X Integration Wealthbox CRM Integration

    Magento 2.X + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Sales Order Shipment is created in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • Magento 2.X Integration Wealthbox CRM Integration

    Magento 2.X + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Wealthbox CRM Integration Create Contact
  • Magento 2.X Integration {{item.actionAppName}} Integration

    Magento 2.X + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Magento 2.X + Wealthbox CRM in easier way

It's easy to connect Magento 2.X + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when Magento gets a new customer.

  • New Order

    Triggers when a new order is created (with line item support).

  • New Product

    Triggers when a new product is created in Magento.

  • New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

  • New Sales Order Invoice

    Triggers when a new sales order invoice is created (with line item support).

  • New Sales Order Shipment

    Triggers when Magento gets a new sales order shipment (with line item support).

  • Updated Customer

    Triggers when Magento gets a updated customer.

  • 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 Category

    Create a new category

  • Create Customer

    Create a new customer

  • Create Order

    Create a new catalog order

  • Create Product

    Create a new catalog product

  • Create Sales Order Comment

    Create a new sales order comment

  • Create Sales Order Invoice

    Create a new sales order invoice

  • Create/Update Product

    Create/update a new catalog product

  • Update Product

    Update a catalog 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 Magento 2.X & Wealthbox CRM Integrations Work

  1. Step 1: Choose Magento 2.X 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 Magento 2.X to Wealthbox CRM.

    (2 minutes)

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

Integration of Magento 2.X and Wealthbox CRM

Integration of Magento 2.X and Wealthbox CRM

Benefits of Integration of Magento 2.X and Wealthbox CRM

  • Reference List
  • Magento 2.X

    Magento is an open source platform for eCommerce. It provides flexibility, scalability, and speed to build customized eCommerce platforms. It has a robust feature set which makes it customizable. Many big brands are using Magento 2.X as their platform for building eCommerce sites. These include Amazon, Adidas, eBay, Gap, Nike, Walmart, etc. For more information about Magento 2.X, please visit the official website of Magento at http://www.magentocommerce.com/about/overview/.

    Integration of Magento 2.X and Wealthbox CRM

    Integration between Magento 2.X and CRM plays an important rpe in building successful eCommerce businesses. CRM helps you to generate leads, convert them into customers, keep track of your customers’ interaction with you, etc. CRM has many features which are beneficial for eCommerce businesses such as lead management, ready-made templates for email templates, web forms, landing pages, etc. It also helps in closing deals by sending appointment reminders. It has inbox feature for responding to customer queries and support tickets quickly. Some of the features of Wealthbox CRM include:

    Lead Management. You can create new leads or import existing leads from another system into Wealthbox CRM and then assign them to the relevant team members. The essential details of your leads will be captured automatically based on their activity on your site such as shopping cart abandonment and abandoned checkouts. Web Forms. Web forms help you to capture contact information such as name, email address, company name, phone number and other relevant information such as demographics such as age, gender, etc. They also help you to capture the actions on your website such as adding products to cart and checkout abandonment. Landing Pages. Creating landing pages with Wealthbox CRM makes it easy for you to connect with your audience and convert them into customers. You can create and customize landing pages and then use them to cplect email addresses of your potential customers via web forms. Fplow-up Emails. Fplow-up emails help you to keep in touch with your customers and grow your business by increasing sales and reducing costs of acquisition. Inbox. Inbox feature helps you respond to customer queries and support tickets quickly by sending automated responses without manual intervention from your team members. Opportunities Management. You can create opportunities from your pipeline based on milestones such as specific events or time periods when a deal is expected to close or when a deal has been closed successfully. Opportunities can be created manually or automatically based on criteria such as order value, total number of orders, discount offered, etc. Progress Tracker. You can track the progress of your opportunities based on various criteria such as total revenue generated from a specific deal, expected revenue from a specific deal, discount offered from a specific deal, etc. Ticket Tracking. Tickets tracking feature helps you to manage your customer service related activities by tracking all customer requests in one place including emails from customers, chat conversations from customers, phone calls from customers, social media interactions with customers, etc. Reports. You can view reports related to your sales in a single place in Wealthbox CRM based on various criteria such as number of deals closed in a given period of time, number of deals pending in a given period of time, annual revenue generated in a given period of time, average revenue per deal in a given period of time, etc. Dashboards. Dashboards help you get the latest information about your deals in real time by providing access to critical information that you need to take quick action on deals that are about to close or deals that have already closed successfully. Export Data. You can export data related to deals from Wealthbox CRM into Excel files for further analysis based on selection criteria such as date range, deals status (open or closed), deals type (pipeline or opportunity), deals stage (initial or active. You can also export data related to leads and contacts from Wealthbox CRM into Excel files for further analysis based on selection criteria such as date range, leads/contacts segmentation (last 90 days/last 6 months/last 12 months), leads/contacts status (active/inactive), leads/contacts stage (suspect/prospect/mass emailing. Email Templates. Email templates help you create professional looking email templates for marketing campaigns like product launches, newsletters, company announcements, etc. You can use these templates to send emails to your customers based on selection criteria such as date range (today/last 7 days/last 30 days), contacts segmentation (last 90 days/last 6 months/last 12 months), contacts status (active/inactive), contacts stage (suspect/prospect), etc. Web Forms Templates. Web forms templates help you create professional looking web forms for marketing campaigns like product launches, newsletters, company announcements, etc. You can use these templates to cplect email addresses from your customers based on selection criteria such as date range (today/last 7 days/last 30 days), contacts segmentation (last 90 days/last 6 months/last 12 months), contacts status (active/inactive), contacts stage (suspect/prospect), etc. Campaign Builder. Campaign builder allows you to create customized marketing campaigns based on selection criteria such as date range (today/last 7 days/last 30 days), contacts segmentation (last 90 days/last 6 months/last 12 months), contacts status (active/inactive), contacts stage (suspect/prospect), etc. Workflows. Workflows help you automate repetitive tasks that are performed every day by saving time required for performing these tasks manually. Workflows in Wealthbox CRM are designed to be simple enough so that everyone in the organization can learn how to use them quickly in order to save time which can be used for other important work tasks. The main functionality of workflows includes sending fplow-up emails based on specified criteria such as date range (today/last 7 days/last 30 days), contacts segmentation (last 90 days/last 6 months/last 12 months), contacts status (active/inactive), contacts stage (suspect/prospect), etc., updating records based on specified criteria such as date range (today/last 7 days/last 30 days), contacts segmentation (last 90 days/last 6 months/last 12 months), contacts status (active/inactive), contacts stage (suspect/prospect), etc., creating records based on specified criteria such as date range (today/last 7 days/last 30 days), contacts segmentation (last 90 days/last 6 months/last 12 months), contacts status (active/inactive), contacts stage (suspect/prospect), etc., sending emails based on specified criteria such as date range (today/last 7 days/last 30 days), contacts segmentation (last 90 days/last 6 months/last 12 months), contacts status (active/inactive), contacts stage (suspect/prospect), etc., updating records based on specified criteria such as date range (today/last 7 days/last 30 days), contacts segmentation (last 90 days/last 6 months/last 12 months), contacts status (active/inactive), contacts stage (suspect/prospect), etc., deleting records based on specified criteria such as date range (today/last 7 days/last 30 days), contacts segmentation (last 90 days/last 6 months/last 12 months), contacts status (active/inactive), contacts stage (suspect/prospect), etc., creating new opportunities based on specified criteria such as date range (today/last 7 days/last 30 days), contacts segmentation (last 90 days/last 6 months/last 12 months), contacts status (active/inactive), contacts stage (suspect/prospect), etc.. Contact Information. Contact information includes name and email address of your leads and contacts who have interacted with your site or called you via phone during the last 90 days or last 6 months or last 12 months depending on selection criteria such as date range and leads /contacts segmentation and leads /contacts status and leads /contacts stage . Address Information. Address information consists of name and address of leads and contacts who have interacted with your site or called you via phone during the last 90 days or last 6 months or last 12 months depending on selection criteria such as date range and leads /contacts segmentation and leads /contacts status and leads /

    The process to integrate Magento 2.X 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.