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Wealthbox CRM + Easyship Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Wealthbox CRM

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

About Easyship

Easyship is a shipping platform that connects sellers and marketplaces to couriers. Easyship brings your business global by delivering your products with international shipping companies. You can grow your business globally, explore the new market with opportunities and find the best suitable market for your products. You can reach your potential market with the help of Easyship and can accomplish your business targets.

Easyship Integrations

Best ways to Integrate Wealthbox CRM + Easyship

  • Wealthbox CRM Easyship

    Wealthbox CRM + Easyship

    Create a Shipment to Easyship from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    Easyship Create a Shipment
  • Wealthbox CRM Easyship

    Wealthbox CRM + Easyship

    Create a Shipment to Easyship from New Event in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Event
     
    Then do this...
    Easyship Create a Shipment
  • Wealthbox CRM Easyship

    Wealthbox CRM + Easyship

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

    Wealthbox CRM + Easyship

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

    Wealthbox CRM + Easyship

    Create a Shipment to Easyship from New Opportunity in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Opportunity
     
    Then do this...
    Easyship Create a Shipment
  • Wealthbox CRM {{item.actionAppName}}

    Wealthbox CRM + {{item.actionAppName}}

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

It's easy to connect Wealthbox CRM + Easyship 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 Shipment

    Triggers when new shipment created.

    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.

  • Create a Shipment

    Create a shipment and receive accurate shipping quotes.

How Wealthbox CRM & Easyship 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 Easyship 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 Easyship.

    (2 minutes)

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

Integration of Wealthbox CRM and Easyship

The wealthbox CRM and Easyship integration has been announced by Wealthbox. The integration is to make it easier for businesses to manage their inventory, shipping, and sales platforms. For the wealthbox CRM users, this integration will make their lives easier as they do not have to use two separate platforms to manage their business.

Wealthbox CRM is a platform that takes care of your customer relationship management needs. It can help you manage your sales, inventory, and shipping. The platform comes with some great features that are geared towards helping you grow your business. It also provides some great integrations that can help you sell more.

Easyship is an international shipping platform that allows you to have your products shipped from China to markets all over the world. One of the main reasons why businesses are using this platform is because of its simplicity. With the wealthbox CRM and Easyship integration, businesses will now have everything they need on one platform making it easy for them to manage their business.

  • Wealthbox CRM?
  • Wealthbox is a platform that helps you manage your business. It allows you to keep track of your inventory, sales, and customers. You can easily find out what you have spd or bought based on your customers’ orders. You can also access your order history with ease. The platform can help you ship your products all over the world thanks to the international shipping capabilities it offers. This will allow you to expand your customer base.

  • Integration of Wealthbox CRM and Easyship
  • The integration of Wealthbox CRM and Easyship makes it easier for businesses to ship their products globally. Hitting the sell button on the Wealthbox app will open up the shipping details page for Easyship which is where you can fill in the necessary information like address, weight, and dimensions. Once you have completed filling in the details, you can select the shipping method. There are different shipping methods at your disposal including air cargo, sea freight, and courier services. After choosing the shipping method, you can complete the purchase. After completing the purchase, you will be able to see all details of the order on the Easyship dashboard. The order details include tracking number for the order, shipment date, and estimated time of arrival of the package. If there are any changes or updates on the order, you will be notified via e-mail by Easyship.

  • Benefits of Integration of Wealthbox CRM and Easyship
  • Wealthbox users will benefit from this integration by saving time and money. They do not have to log into two different platforms just to manage their business. All the information about their business will be in one place making it convenient for them to manage their business. They will also have access to a wide variety of shipping companies so they get whatever kind of delivery they want. In addition to that, they get real-time updates on their orders so they can know if their package gets delayed which will help them avoid frustrations from customers who have been waiting for too long for their package to arrive.

    The process to integrate 403 Forbidden and 403 Forbidden 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.