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Integrate Wealthbox CRM with Digistrore24

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Digistrore24

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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

About Digistrore24

Digistore24 is a web-based sales platform that includes a fully integrated online store, an affiliate network, all standard payment methods, and accounting automation, including tax automation.

Digistrore24 Integrations

Best ways to Integrate Wealthbox CRM + Digistrore24

  • Wealthbox CRM Integration Wealthbox CRM Integration

    Digistrore24 + Wealthbox CRM

    Create Household to Wealthbox CRM from New Order Event in Digistore24 Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Order Event
     
    Then do this...
    Wealthbox CRM Integration Create Household
  • Wealthbox CRM Integration Wealthbox CRM Integration

    Digistrore24 + Wealthbox CRM

    Create Project to Wealthbox CRM from New Order Event in Digistore24 Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Order Event
     
    Then do this...
    Wealthbox CRM Integration Create Project
  • Wealthbox CRM Integration Wealthbox CRM Integration

    Digistrore24 + Wealthbox CRM

    Create Note to Wealthbox CRM from New Order Event in Digistore24 Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Order Event
     
    Then do this...
    Wealthbox CRM Integration Create Note
  • Wealthbox CRM Integration Wealthbox CRM Integration

    Digistrore24 + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Order Event is created in Digistore24 Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Order Event
     
    Then do this...
    Wealthbox CRM Integration Start Workflow
  • Wealthbox CRM Integration Wealthbox CRM Integration

    Digistrore24 + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Order Event in Digistore24 Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Order Event
     
    Then do this...
    Wealthbox CRM Integration Create Contact
  • Wealthbox CRM Integration {{item.actionAppName}} Integration

    Wealthbox CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Wealthbox CRM + Digistrore24 in easier way

It's easy to connect Wealthbox CRM + Digistrore24 without coding knowledge. Start creating your own business flow.

    Triggers
  • 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.

  • New Order Event

    Triggers when a transaction for an order is received.

    Actions
  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Wealthbox CRM & Digistrore24 Integrations Work

  1. Step 1: Choose Wealthbox CRM 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 Digistrore24 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 Wealthbox CRM to Digistrore24.

    (2 minutes)

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

Integration of Wealthbox CRM and Digistrore24

Wealthbox CRM?

Wealthbox CRM is a cloud-based software spution that offers a simple and affordable way for people to manage their contact information across multiple devices. It is used to build and organize an individual’s contact database, and it is available for email, social media and mobile devices.

Wealthbox CRM enables the creation of marketing lists and prospecting lists, and it is designed to help marketers create and manage their own dedicated marketing lists, prospecting lists and customer relationship lists.

Digistrore24?

Digistrore24 is a business management platform, which is utilized by businesses for managing their processes and workflow-related activities online. It is used to create task lists, assign tasks to different members within the organization, track progress of each task, communicate with team members through internal comments on tasks, manage the workflow process, report on project status, keep project documents in one place and create new projects within the platform.

Integration of Wealthbox CRM and Digistrore24

Integration of Wealthbox CRM with Digistrore24 allows users of Wealthbox CRM to have access to their contacts that are saved in Wealthbox CRM while being able to access the platform via the Internet. This integration allows users of Wealthbox CRM to send out bulk emails to their contacts while being able to track who opened their emails, who clicked on links in their emails or who simply deleted their emails.

This integration also allows users of Wealthbox CRM to see all their contacts within Digistrore24’s scheduling top. With this integration, users of Wealthbox CRM can schedule tasks to be sent out to their contacts automatically via email or SMS. They can also allow their contacts to book appointments with them directly from the scheduling top.

Benefits of Integration of Wealthbox CRM and Digistrore24

One of the main benefits of integrating Wealthbox CRM with Digistrore24 is that it allows users of Wealthbox CRM to send out bulk emails to their contacts while being able to track who opened their emails, who clicked on links in their emails or who simply deleted their emails.

With this integration, users of Wealthbox CRM can also see all their contacts within Digistrore24’s scheduling top. With this integration, they can schedule tasks to be sent out to their contacts automatically via email or SMS. They can also allow their contacts to book appointments with them directly from the scheduling top.

The process to integrate Wealthbox CRM and Digistrore24 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.