Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.Magento 2.X Integrations
Wealthbox CRM + Magento 2.XCreate Sales Order Comment to Magento 2.X from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + Magento 2.XCreate Sales Order Invoice to Magento 2.X from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + Magento 2.XCreate Category to Magento 2.X from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + Magento 2.XCreate Customer to Magento 2.X from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + Magento 2.XCreate Product to Magento 2.X from New Contact in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + Magento 2.X 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 Magento gets a new customer.
Triggers when a new order is created (with line item support).
Triggers when a new product is created in Magento.
Triggers when a new sales order creditmemo is created.
Triggers when a new sales order invoice is created (with line item support).
Triggers when Magento gets a new sales order shipment (with line item support).
Triggers when Magento gets a updated customer.
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.
Create a new category
Create a new customer
Create a new catalog product
Create a new sales order comment
Create a new sales order invoice
Update a catalog product
It is a given that any business is built and run on the pillars of wealth and success. However, there is no success without a proper plan and execution; hence, this is where we come in. We at Wealthbox CRM provide you with the necessary tops to make your company efficient and successful. Our software is available as a standalone or as a module for popular ecommerce platforms such as Magento 2.X.
Wealthbox CRM helps facilitate smooth operations of your company by making it easy for you to manage your clients, leads, data, and other important information. No matter what your business entails, we have a spution for you. Our modules integrate seamlessly with popular ecommerce platforms such as Magento 2.X.
With Wealthbox CRM, you can store all your client details and contacts in a single place. You can easily import all your client data from your existing CRM software into Wealthbox CRM, so that you aren’t struggling to enter all data manually. In addition, our CRM also allows you to send emails to your clients from within the app itself, saving you precious time that would have been spent logging into your email account or sending them via a third-party email service.
You can use our powerful marketing tops on Wealthbox CRM to create targeted email campaigns to grow your business further. You can easily create email templates with personalized content, choose your preferred fields for each template, and send on-time with the help of our intelligent scheduling top which automatically checks your contacts’ availability before sending emails. Moreover, our CRM comes with an automated appointment scheduling feature as well as a fully featured calendar that lets you organize your schedules quickly and efficiently.
In order to ensure that your team members are working on the right tasks at the right time, you can use our task management features on Wealthbox CRM. With these features, you will always be aware of the status of each member in your team. Our task management features include task assignment, task delegation, task management by priority, task completion reports, and much more!
You can use our powerful cplaboration features within Wealthbox CRM to keep your entire team up-to-date on the latest changes in the project. With Wealthbox CRM’s in-app chat feature which works across multiple devices, everyone in your team can stay connected in real-time. You can also refer to in-app documentation in case any one in your team needs further assistance while working on the project. Furthermore, our CRM provides several integrations with third-party software for you to choose from which suit your needs the best.
With all these features available on Wealthbox CRM, it becomes obvious that our CRM will take your business to the next level. We encourage you to sign up today for a free trial period of our CRM during which you can find out for yourself just how easy it is to manage your company with us! You can sign up for a free trial or request a demo here!
The process to integrate Wealthbox CRM and Magento 2.X 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.