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Wealthbox CRM + ShipRocket Integrations

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

  • 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 ShipRocket

Shiprocket is India's most-used eCommerce logistics and shipping software solution. Shiprocket works with many national and international courier companies such as DHL Express, DHL eCommerce etc., and manages your web of shipping and courier service partners from a single dashboard.

ShipRocket Integrations

Best ways to Integrate Wealthbox CRM + ShipRocket

  • Wealthbox CRM ShipRocket

    Wealthbox CRM + ShipRocket

    Add New Product in shiprocket when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    ShipRocket Add New Product
  • Wealthbox CRM ShipRocket

    Wealthbox CRM + ShipRocket

    Create Custom Order to shiprocket from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    ShipRocket Create Custom Order
  • Wealthbox CRM ShipRocket

    Wealthbox CRM + ShipRocket

    Create a Return Order to shiprocket from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    ShipRocket Create a Return Order
  • Wealthbox CRM ShipRocket

    Wealthbox CRM + ShipRocket

    Cancel an Order in shiprocket when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    ShipRocket Cancel an Order
  • Wealthbox CRM ShipRocket

    Wealthbox CRM + ShipRocket

    Update Order in shiprocket when New Contact is created in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    ShipRocket Update Order
  • 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 + ShipRocket in easier way

It's easy to connect Wealthbox CRM + ShipRocket 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

    Triggers when a new order is created.

  • New Product

    Triggers when a new product is created.

  • New Shipment

    Triggers when a new shipment is 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.

  • Add New Product

    Creates a new product.

  • Cancel an Order

    Cancel an order

  • Create Custom Order

    Creates a custom order.

  • Create a Return Order

    Create a return order

  • Update Order

    Update an existing order.

How Wealthbox CRM & ShipRocket 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 ShipRocket 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 ShipRocket.

    (2 minutes)

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

Integration of Wealthbox CRM and ShipRocket

  • Wealthbox?
    • It is an application which is used in managing all the business data in a single place.
    • It includes features like project management, task management, email management and more.
    • It helps in managing appointments and calendars of the employees.
    • It helps in managing contacts and tasks of the customers using the system.

    ShipRocket?

    • It is also an application that helps in managing the shipping and delivery of the products online.
    • It helps in managing the shipment of the products by providing real time tracking facility of the order.

    Integration of Wealthbox CRM and ShipRocket

    Wealthbox and ShipRocket both are two different applications which help in managing the business and shipping processes. When used together they provide better results to the users for their specific requirements. A user can manage his/her business using Wealthbox while using ShipRocket to handle the shipping process of the products. The integration between these two different applications has helped in providing better results to the users for their requirement. The integration helps in synchronizing the data of both the applications and makes it easier for the user to manage their business and shipments on a single platform. The integration of these two applications has resulted in:

    • Easy and quick access to all the customer and shipping information.
    • Faster and more accurate support and service to the customers.
    • Better productivity, accuracy and accuracy in the operations carried out by the users.

    Benefits of Integration of Wealthbox CRM and ShipRocket

    The process to integrate Wealthbox CRM and ShipRocket 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.