ShipRocket + Wealthbox CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between ShipRocket and Wealthbox CRM
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Shiprocket is India's most-used eCommerce logistics and shipping software solution. Shiprocket works with many national and international courier companies such as DHL Express, DHL eCommerce etc., and manages your web of shipping and courier service partners from a single dashboard.
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Wealthbox CRM IntegrationsBest ways to Integrate ShipRocket + Wealthbox CRM
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ShipRocket + Wealthbox CRM
Create Household to Wealthbox CRM from New Order in shiprocket Read More...When this happens...
New Order
Then do this...
Create Household
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ShipRocket + Wealthbox CRM
Create Project to Wealthbox CRM from New Order in shiprocket Read More...When this happens...
New Order
Then do this...
Create Project
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ShipRocket + Wealthbox CRM
Create Note to Wealthbox CRM from New Order in shiprocket Read More...When this happens...
New Order
Then do this...
Create Note
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ShipRocket + Wealthbox CRM
Start Workflow in Wealthbox CRM when New Order is created in shiprocket Read More...When this happens...
New Order
Then do this...
Start Workflow
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ShipRocket + Wealthbox CRM
Create Contact to Wealthbox CRM from New Order in shiprocket Read More...When this happens...
New Order
Then do this...
Create Contact
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect ShipRocket + Wealthbox CRM without coding knowledge. Start creating your own business flow.
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New Order
Triggers when a new order is created.
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New Product
Triggers when a new product is created.
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New Shipment
Triggers when a new shipment is created.
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New Comment
Triggers when a new comment is created.
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New Contact
Triggers when a new contact is created.
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New Event
Triggers when a new event is created.
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New Note
Triggers when a new note is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Project
Triggers when a new project is created.
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New Workflow
Triggers when a new workflow is created.
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Add New Product
Creates a new product.
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Cancel an Order
Cancel an order
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Create Custom Order
Creates a custom order.
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Create a Return Order
Create a return order
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Update Order
Update an existing order.
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Add Member to Household
Adds a new family member to a household.
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Create Contact
Creates a new contact.
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Create Event
Creates a new event.
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Create Household
Create a new household
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Create Note
Creates a new note.
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Create Opportunity
Creates a new opportunity.
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Create Project
Creates a new project.
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Create Task
Creates a new task.
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Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
How ShipRocket & Wealthbox CRM Integrations Work
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Step 1: Choose ShipRocket as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Wealthbox CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from ShipRocket to Wealthbox CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of ShipRocket and Wealthbox CRM
ShipRocket
ShipRocket is a freight shipping software company that was founded in 2012. The company’s software provides customers with the ability to create shipments, view rates, track shipments, and more.
With their headquarters in Seattle, WA, ShipRocket is currently available in the US, Canada, Australia, New Zealand, Singapore, Germany, Norway, Sweden, Denmark, Finland, Netherlands, Luxembourg, Belgium, France, Italy, Spain, Portugal, Ireland, Turkey, United Arab Emirates, United Kingdom, Japan
Wealthbox CRM
Wealthbox CRM is a cloud-based CRM spution that can be used to manage customer relationships. The CRM spution allows users to keep track of leads and sales opportunities as well as automate business processes. In addition to these features, Wealthbox CRM offers a built-in marketing automation suite that allows companies to target leads and convert them into customers.
Integration of ShipRocket and Wealthbox CRM
Integrating ShipRocket and Wealthbox CRM will make user experience easier for both ShipRocket and Wealthbox CRM users. With integration of ShipRocket and Wealthbox CRM, a user can easily create a shipment from a sales opportunity from the CRM. The user will also be able to fplow up on sales opportunities from the ShipRocket dashboard.
In addition to this feature, integration of ShipRocket and Wealthbox CRM will allow for automated fplow-ups on sales opportunities that have been moved from one stage to another. For example, if a sales opportunity moves from ‘pending’ to ‘closed’ stage automatically a contact from ShipRocket can be sent a fplow-up email within Wealthbox CRM.
Benefits of Integration of ShipRocket and Wealthbox CRM
Benefits of integration of ShipRocket and Wealthbox CRM include:
Easy tracking of progress on deals;
Automated fplow-up emails;
Easy shipment creation; and
Cplaborative environment.
The integration of ShipRocket and Wealthbox CRM will ultimately benefit the users as it will make their experiences better and easier. Companies should implement this integration as soon as possible as it will save them time and money.
The process to integrate ShipRocket 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.
