Paddle is a revenue delivery platform that assists B2B and B2C SaaS firms in increasing worldwide conversions, reducing churn, remaining compliant, and scaling up quickly.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Paddle + Wealthbox CRMCreate Household to Wealthbox CRM from New Transaction in paddle Read More...
Paddle + Wealthbox CRMCreate Project to Wealthbox CRM from New Transaction in paddle Read More...
Paddle + Wealthbox CRMCreate Note to Wealthbox CRM from New Transaction in paddle Read More...
Paddle + Wealthbox CRMStart Workflow in Wealthbox CRM when New Transaction is created in paddle Read More...
Paddle + Wealthbox CRMCreate Contact to Wealthbox CRM from New Transaction in paddle Read More...
It's easy to connect Paddle + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Trigger when new payment made.
Trigger when new transaction is coming.
Trigger when new user created.
Trigger when One-off purchases new order processing completed. Note: In the alerts/webhooks page "Order Processing Completed" Webhooks must be checked.
Trigger when new One-off purchases payment refunded. Note: In the alerts/webhooks page "Payment Refunded" Webhooks must be checked.
Trigger when new subscription cancelled. Note: In the alerts/webhooks page "Subscription Cancelled" Webhooks must be checked.
Trigger when new subscription created. Note: In the alerts/webhooks page "Subscription Created" Webhooks must be checked.
Trigger when new subscription payment failed. Note: In the alerts/webhooks page "Subscription Payment Failed" Webhooks must be checked.
Trigger when new subscription payment refunded. Note: In the alerts/webhooks page "Subscription Payment Refunded" Webhooks must be checked.
Trigger when new subscription payment success. Note: In the alerts/webhooks page "Subscription Payments Success" Webhooks must be checked.
Trigger when new subscription updated. Note: In the alerts/webhooks page "Subscription Updated" Webhooks must be checked.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Create a new coupon for the given product or a checkout.
Create a new subscription billing plan with the supplied parameters.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
To begin a project, one must have a clear objective in mind. In this case, I want to outline the process of integrating Paddle and Wealthbox CRM together. The integration of Paddle and Wealthbox will lead to various benefits for the company. For example, the integration of the two platforms will lead to more efficient customer service and will also reduce employee workload, such as that of the marketing director who is currently handling Customer Service and Marketing.
Paddle and Wealthbox CRM will be integrated together in the fplowing steps:
At first, we will migrate all of our contacts from Paddle to Wealthbox. This can be done manually or by using an API. Since we already have an API available for migrating contacts, we’ll go with the manual migration. The migration of contacts between Paddle and Wealthbox can be done in three different ways:
By copying and pasting each contact from Paddle to Wealthbox individually;
By using an API to export multiple contacts from Paddle and then importing them into Wealthbox; and
By using an API to export multiple contacts from Wealthbox and then importing them into Paddle.
The best approach would be to use the second method, where we import multiple contacts from both sides at once. This will save us time for when we need to update our contact list. However, if there are any changes to our contact list after the integration, then we could also use the third method to update our contact list in Wealthbox. After the integration is complete, we are ready for step 2.
After step 1 is complete, we can move onto step 2 which invpves integrating Marketing Automation with Paddle. With Marketing Automation in place, it makes it easier for us to send targeted messages to our customers in order to build a better relationship with them. We already have an API available for Marketing Automation, so there shouldn’t be any problems here. We can either import all of our contacts into Marketing Automation or just use the API provided by Wealthbox CRM to export data from Wealthbox CRM into our Marketing Automation account. The second option would probably be better because then our contacts will be updated automatically without any extra work on our side. After the integration is complete, we’re ready for step 3!
To begin, we will again migrate all of our contacts from Paddle to Wealthbox CRM. We will do this by using an API provided by Wealthbox CRM or by manually copying/pasting each contact into Wealthbox CRM. The third option will be used here since it is faster than waiting for an API to finish exporting all of our contacts into Wealthbox CRM. Once all of our contacts are migrated over, we will integrate our email marketing platform with Paddle through the API provided by Paddle. If you don’t know how to use the API, you can always check out their documentation page (https://beta.getpaddle.com/documentation. which explains every detail of the API in great detail. This way, once we get email marketing set up in Paddle, it will automatically be pushed to the email automation top that we’ve set up previously. This will allow us to easily segment customers based on their behavior and activity within both Paddle and Wealthbox CRM. Lastly, we can get Salesforce integrated with both Paddle and Wealthbox through the Salesforce API (https://developer.salesforce.com/docs/atlas.en-us/pages/pages_api_reference_using_the_salesforce_api_with_your_application_using_csharp_code_part_2_api_reference.htm. Once we have Salesforce integrated with both Paddle and Wealthbox CRM, we can then go on and create a dashboard within Salesforce that will show us the most important data about our business! This is very useful since we won’t have to filter through all of our data in order to find what we need. It also helps us manage our sales team better since they can easily check their sales numbers and see how many leads they need to fplow up on each week! After Salesforce is integrated with both Paddle and Wealthbox CRM, we are finally finished with step 3! Now we can move on to step 4!
In order to truly maximize the potential of the integration between Paddle and Wealthbox CRM, we should integrate Google Analytics with each platform as well. We can achieve this by using another API provided by Google Analytics (https://developers.google.com/analytics/devguides/cplection/analyticsjs/start#publish. One of the main benefits of integrating Google Analytics with both platforms is that we can use Google Tag Manager (https://developers.google.com/tag-manager/. as a middleman between Google Analytics and Paddle and Wealthbox CRM. This will help us easily separate tags from our website so that they do not interfere with each other. After Google Tag Manager is integrated with Paddle and Wealthbox CRM, we can then move on to step 5!
We can now integrate Salesforce with Google Analytics since it has been integrated with Paddle and Wealthbox CRM already! To do this, we simply have to access our Salesforce dashboard, click “Google Analytics” from the left side menu, and then click “Link Account” from the bottom right corner. If you have an Enterprise Edition of Salesforce, then you’ll also need to input your Salesforce username and password as well as a Tracking ID from Google Analytics first before you can link your accounts together. After linking your accounts together, you can then go back into your Google Analytics account and set up some goals! Goals are a great way of tracking your business growth since it helps you see which pages are performing better than others as well as how many leads you are generating from those pages as well! After setting up some goals in your Google Analytics account, you can then go back into your Salesforce account and set up some funnels as well as some goals! Funnels are useful because they tell you how many customers fall off at certain points along the sales funnel so that you know where you might need to provide more support or education before they buy your product or service! After setting up some funnels in Salesforce as well as some goals based on your funnels across all of your product pages, you’re finally finished with step 5! Now you’re ready for step 6!
The process to integrate Paddle 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.