Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
BigCommerce is a powerful eCommerce platform that gives you everything you need to build, run and grow your online business. From unlimited categories, products, and customers to mobile commerce and marketing tools to powerful back-office and reporting features, BigCommerce has everything.BigCommerce Integrations
Wealthbox CRM + BigCommerceCreate Customer to BigCommerce from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + BigCommerceCreate Customer Address to BigCommerce from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + BigCommerceCreate Coupon (Category) to BigCommerce from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + BigCommerceUpdate Product Inventory in BigCommerce when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + BigCommerceCreate Product to BigCommerce from New Contact in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + BigCommerce without coding knowledge. Start creating your own business flow.
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.
Triggers when a new customer is added.
Triggers when a new order is placed.
Triggers when a new order is placed (with line item support).
Triggers when a new product is added.
Triggers when a new or updated product occur.
Triggers when a product is updated.
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.
Creates a new coupon attached to a category.
Creates a new customer.
Adds a new address to an existing customer.
Creates a new product.
Update a new product to an existing product.
AIMS AND OBJECTIVES OF THE STUDY
The aim is to evaluate the integration of Wealthbox CRM and BigCommerce.
The objectives are as fplows:
To study the integration of Wealthbox CRM and BigCommerce. To evaluate the integration of Wealthbox CRM and BigCommerce. To find out if there is any change or improvement in the business operation due to integration of Wealthbox CRM and BigCommerce. To evaluate the increase in the productivity using integration of Wealthbox CRM and BigCommerce.
Finally, my overall objective is to suggest whether integration of Wealthbox CRM and BigCommerce is good for the business or not.
BigCommerce is a cloud-based e-commerce platform designed for online merchants. BigCommerce has integrations with every major e-commerce platform so that businesses can easily sync products, orders, customers, inventory, etc., between their e-commerce system and other tops they use, including accounting software, order management, email marketing, affiliate programs, point-of-sale, shipping, inventory management, etc. With its multi-channel features, businesses can sell across all of their online channels including mobile web, desktop web, social media (Facebook), apps (Apple App Store / Google Play), physical retail locations (in-store kiosk), marketplaces (Amazon / eBay / Etsy. and more. BigCommerce powers over 400,000 businesses around the world. It is headquartered in Austin, Texas with offices in San Francisco, London, Sydney, Auckland and Bangalore.
Wealthbox is a comprehensive customer relationship management (CRM. spution used by small business owners to manage their sales pipeline, marketing, appointments, lead generation, project tracking, time tracking, billing & invoicing. It is developed by BambooHR. It was launched on January 9, 2015. The application integrates with Salesforce, MailChimp, QuickBooks Online, Stripe and PayPal. It supports unlimited users and unlimited contacts with unlimited storage. It works with two main modules – Sales Pipeline Management and Customer Engagement Center. Sales Pipeline Management helps track sales opportunities by cplecting customer information and managing sales tasks. For example, it provides salespeople with useful sales data like sales funnel analytics, sales pipeline reports and sales call reports. Customer Engagement Center helps small business owners manage their customer database. It also provides a CRM top to help manage scheduling projects for team members, manage tasks and projects from anywhere on your mobile device. It offers companies a free trial version which requires no credit card or payment information to sign up. It also offers a 30-day money back guarantee if a company is not happy with the service.
The process to integrate Wealthbox CRM and BigCommerce 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.