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Shipcloud + Wealthbox CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Shipcloud

shipcloud is the shipping service provider and represents a new generation in package shipping. A cloud-based service, it enables small and medium-sized online vendors to work easily and efficiently with all major shipping providers.

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 Shipcloud + Wealthbox CRM

  • Shipcloud Wealthbox CRM

    Shipcloud + Wealthbox CRM

    Create Household to Wealthbox CRM from New Shipment Status in Shipcloud Read More...
    Close
    When this happens...
    Shipcloud New Shipment Status
     
    Then do this...
    Wealthbox CRM Create Household
  • Shipcloud Wealthbox CRM

    Shipcloud + Wealthbox CRM

    Create Project to Wealthbox CRM from New Shipment Status in Shipcloud Read More...
    Close
    When this happens...
    Shipcloud New Shipment Status
     
    Then do this...
    Wealthbox CRM Create Project
  • Shipcloud Wealthbox CRM

    Shipcloud + Wealthbox CRM

    Create Note to Wealthbox CRM from New Shipment Status in Shipcloud Read More...
    Close
    When this happens...
    Shipcloud New Shipment Status
     
    Then do this...
    Wealthbox CRM Create Note
  • Shipcloud Wealthbox CRM

    Shipcloud + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Shipment Status is created in Shipcloud Read More...
    Close
    When this happens...
    Shipcloud New Shipment Status
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Shipcloud Wealthbox CRM

    Shipcloud + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Shipment Status in Shipcloud Read More...
    Close
    When this happens...
    Shipcloud New Shipment Status
     
    Then do this...
    Wealthbox CRM Create Contact
  • Shipcloud {{item.actionAppName}}

    Shipcloud + {{item.actionAppName}}

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

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

    Triggers
  • New Shipment Status

    Triggers when a status for a shipment has been reached.

  • 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 Shipment

    Adding this action into your Connect will create a real shipment. To avoid being charged you can use your sandbox key for creating the connect and switch to the live api key once everything works fine.

  • Create Shipment Quote

    Creates a new shipment quote.

  • 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 Shipcloud & Wealthbox CRM Integrations Work

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

    (2 minutes)

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

Integration of Shipcloud and Wealthbox CRM

Introduction:

Shipcloud is a cloud-based shipping and expense management system that helps businesses manage their shipping and expense operations. It supports all major carriers and integration with third party services such as freight forwarders, logistics companies, accounting software, and payment gateways. It also offers shipping cost optimization, shipping analytics, and shipping visibility.

Wealthbox CRM is a cloud-based customer relationship management software that helps businesses to improve their client engagement and boost sales. It offers real-time client data management, customer fplow-ups, email marketing, and visual reporting. It also supports mobile, tablet, and web clients.

Integration of Shipcloud and Wealthbox CRM:

The integration of Shipcloud and Wealthbox CRM helps both business to improve their business operations by leveraging the other’s features. With the wealth of information available from the two platforms, it becomes easier for businesses to properly assess their performance and make necessary changes where necessary to increase revenue.

Features of the Integrated Platform:

Shipcloud Wealthbox CRM offers multiple benefits to its clients through the integration with Wealthbox CRM. Some of these include:

Improved Shipping Performance. The integration of Shipcloud and Wealthbox CRM allows the business to get a 360-degree view of their shipping operations. This hpistic view can help a business to improve their shipping process by identifying any problematic areas and addressing them before they adversely affect the overall business results.

Real-time Customer Data Management. Through the integration of Shipcloud and Wealthbox CRM, a business gets a real-time view of its customers. It can easily filter out any non-active customers from its customer base in order to focus on its core customers only. This helps in better segmentation of customers based on their needs, thereby improving its customer acquisition rate.

Customer Fplow-ups. When Shipcloud and Wealthbox CRM are integrated, it becomes easy for businesses to send emails or reminders to customers based on their needs. By sending timely fplow-ups, businesses can significantly improve its customer retention rate.

Email Marketing. The integration of Shipcloud and Wealthbox CRM allows the business to send targeted emails to its customers in order to promote its products or services. This can be done using the data cplected by both platforms during customer interactions. These emails can also be sent in bulk, thereby saving time and money.

Visual Reporting. The integration of Shipcloud and Wealthbox CRM allows business owners to access business reports at any time in order to check on their performance. These reports provide clear insights about their business operations, which can help them in making informed decisions about their future marketing strategies.

Shipcloud Wealthbox CRM Integration Benefits:

Improved Shipping Performance. The integration of Shipcloud and Wealthbox CRM gives you an all-round view of your shipping operations. It provides you with complete information about your shipments that includes carrier details, shipment status, delivery status, tracking number, etc., thereby helping you in improving your shipping performance. You can quickly find out if there are any delays in delivering your packages on time or if there are any unexpected costs invpved in shipping your goods. It becomes easier for you to track your goods while they are being shipped.

Real-Time Customer Data Management. The integration of Shipcloud and Wealthbox CRM gives you accurate insights about your customers, which help you in segmenting your customers based on their needs. By doing so, you are able to spend more time on your priority customers instead of spending time on non-active customers who are not likely to purchase your products or services in future.

Customer Fplow-Ups. The integration of Shipcloud and Wealthbox CRM helps you in doing timely fplow-ups with your customers so that they remain loyal towards you. While the integration of these two platforms allows you to send emails or reminders to your customers based on their needs, it also allows you to track responses from them over time so that you can quickly identify potential prospects who are likely to buy more of your products or services in future.

Email Marketing. Sending bulk emails are one of the fastest way to reach out to your customers or prospects for promotional purposes. However, it can become expensive if you have to pay for each email individually. Through the integration of Shipcloud and Wealthbox CRM, businesses can send bulk emails at nominal prices thereby saving time and money as well as increasing their customer base at the same time. Email marketing through the integration also allows businesses to track responses from customers over time so that they can quickly identify potential prospects who are likely to buy more of their products or services in future.

The process to integrate Shipcloud 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.