Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Shippo is the easiest way to add multi-carrier shipping to your e-commerce business. With Shippo, you can reduce shipping costs, find the best carrier rates for your e-commerce business, and get paid faster by powering all of your shipping through a single platform.Shippo Integrations
Wealthbox CRM + MailChimpAdd new subscriber on Mailchimp list for new Wealthbox CRM Read More...
Gmail + ShippoCreates a new order in Shippo from email matching term in Gmail [REQUIRED : Business Gmail Account] Read More...
Keeping up with emails you need to take an action on can be difficult, but by applying a specific term, you can create a new order in Shippo for further action. Once you set up this Gmail-Shippo integration, whenever you get a new email matching your search term in Gmail, Appy Pie Connect will automatically create a new order in Shippo, without any manual effort on your part. This allows you to easily create shipping labels for new orders without having to wait or enter the information yourself.
It's easy to connect Wealthbox CRM + Shippo 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 carrier account occurred.
Triggers when a new order occurred.
Triggers when an order shipped.
Triggers when a new shipping label occurred.
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 order in Shippo.
Wealthbox is a software company based in San Francisco. It was founded in 2014 by Eric Chen and Brian Yoon. In October 2015, Wealthbox raised $3.2 million in seed funding from SaaStr founder Jason Lemkin, Google Ventures, and SV Angel.
In 2016, Wealthbox expanded its product offering to include a new shipping management module for e-commerce sellers. In 2017, the company raised $1 million in seed funding from existing investors.
Many e-commerce merchants need to track inventory, handle order fulfillment, and ship their items efficiently. Having multiple applications to handle these tasks can be daunting and inefficient. That’s where Wealthbox comes in. The company introduced Shippo integration in its latest release, which allows retailers to manage their orders, inventory, and shipping all in one spution.
The Shippo integration ensures that stores never lose track of an order or miss a crucial delivery deadline. It also makes it easy for store owners to sync their inventory with their shipping provider so they know exactly when to ship each item in an order.
Founded in 2013, Shippo is a cloud-based shipping platform that automates order fulfillment for e-commerce store owners. Using Shippo’s API, retailers can send orders to any major carrier including USPS, FedEx, UPS, DHL, and more. Shippo handles everything from postage to package printing, so merchants can focus on growing their business.
Wealthbox CRM’s latest release includes a new module called Shippo Integrations, which allows users to import Shippo orders into Wealthbox CRM. This integration creates a single place for e-commerce merchants to manage their inventory, fulfillment, and shipments all at once. By avoiding the hassle of juggling multiple applications, merchants are better able to stay on top of their orders across all channels.
To get started with Shippo Integration, visit your Account Settings page in Wealthbox CRM. Click on the “Edit Profile” button under the Shippo Integration section. Then click the “Enable Integration” button to begin importing your Shippo orders into Wealthbox CRM. You will then be prompted to log into your Shippo account using your existing credentials. After you log in, you will see a confirmation message saying that your integration has been successfully enabled.
Wealthbox CRM automatically imports your Shippo orders into Wealthbox CRM after you have enabled the integration between the two platforms. This means that you always have access to your orders in one place—no matter which sales channel you choose to use. It also saves time by eliminating the need to manually enter orders into your system. Instead of having separate places for managing orders and tracking inventory, you now have access to all of this information in one place with just one integration. That makes ordering and fulfilling orders easier than ever!
The process to integrate Wealthbox CRM and Shippo 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.