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ShipRocket + Wealthbox CRM Integrations

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

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

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 Integrations

Best ways to Integrate ShipRocket + Wealthbox CRM

  • ShipRocket Wealthbox CRM

    ShipRocket + Wealthbox CRM

    Create Household to Wealthbox CRM from New Order in shiprocket Read More...
    Close
    When this happens...
    ShipRocket New Order
     
    Then do this...
    Wealthbox CRM Create Household
  • ShipRocket Wealthbox CRM

    ShipRocket + Wealthbox CRM

    Create Project to Wealthbox CRM from New Order in shiprocket Read More...
    Close
    When this happens...
    ShipRocket New Order
     
    Then do this...
    Wealthbox CRM Create Project
  • ShipRocket Wealthbox CRM

    ShipRocket + Wealthbox CRM

    Create Note to Wealthbox CRM from New Order in shiprocket Read More...
    Close
    When this happens...
    ShipRocket New Order
     
    Then do this...
    Wealthbox CRM Create Note
  • ShipRocket Wealthbox CRM

    ShipRocket + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Order is created in shiprocket Read More...
    Close
    When this happens...
    ShipRocket New Order
     
    Then do this...
    Wealthbox CRM Start Workflow
  • ShipRocket Wealthbox CRM

    ShipRocket + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Order in shiprocket Read More...
    Close
    When this happens...
    ShipRocket New Order
     
    Then do this...
    Wealthbox CRM Create Contact
  • ShipRocket {{item.actionAppName}}

    ShipRocket + {{item.actionAppName}}

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

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

    Triggers
  • New Order

    Triggers when a new order is created.

  • New Product

    Triggers when a new product is created.

  • New Shipment

    Triggers when a new shipment is created.

  • 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
  • Add New Product

    Creates a new product.

  • Cancel an Order

    Cancel an order

  • Create Custom Order

    Creates a custom order.

  • Create a Return Order

    Create a return order

  • Update Order

    Update an existing order.

  • 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 ShipRocket & Wealthbox CRM Integrations Work

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

    (2 minutes)

  6. 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.