Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
ShipStation is a web-based, multi-carrier shipping solution that is designed to save eCommerce retailers time and money on their order fulfillment process. With ShipStation you get access to a single set of powerful tools for managing your orders from creation through fulfillment—anywhere your business needs to ship.ShipStation Integrations
Wealthbox CRM + ShipStationMark an Order as Shipped in ShipStation when New Contact is created in Wealthbox CRM Read More...
Wealthbox CRM + ShipStationCreate Order to ShipStation from New Contact in Wealthbox CRM Read More...
Wealthbox CRM + ShipStationMark an Order as Shipped in ShipStation when New Event is created in Wealthbox CRM Read More...
Wealthbox CRM + ShipStationCreate Order to ShipStation from New Event in Wealthbox CRM Read More...
Wealthbox CRM + ShipStationMark an Order as Shipped in ShipStation when New Project is created in Wealthbox CRM Read More...
It's easy to connect Wealthbox CRM + ShipStation 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 for each individual line item when a new order is created or imported.
Triggers for each individual line item when a new outbound shipping label is created for an order.
Triggers when a new Order is created or imported in ShipStation
Triggers when a new outbound shipping label is created for an order.
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.
Marks an order as shipped without creating a label in ShipStation.
Updates an existing order. Only orders in an open status in ShipStation (awaiting_payment, awaiting_shipment, and on_hold) can be updated through this method. This call DOES NOT currently support partial updates. The entire resource must be provided in the body of the request
Wealthbox CRM is an online platform created by Wealthbox to help business owners with managing their client base and social media interaction (Wealthbox, n.d.. Wealthbox CRM offers a lot of features including the ability to track all your clients by their contact information, schedule meetings, track your contacts interactions on social media sites like Facebook and Twitter, and much more (Wealthbox, n.d..
ShipStation is a software that allows you to manage your shipping from one dashboard. It helps automate your shipping process which allows you to save time and money (ShipStation, n.d.. The software has integrations with all major shipping carriers such as UPS, FedEx, USPS, and DHL. You can also choose from a variety of options such as printing labels, sending email notifications to your customers, and many more (ShipStation, n.d..
Integration of Wealthbox CRM and ShipStation allows you to automate your shipping systems so you can save time and money. If you’re using both tops at once, you will be able to connect these two accounts to each other. There are different ways to do this integration based on different needs. You can edit your settings in Wealthbox CRM or go to the settings page in ShipStation. For example, if you want to list your warehouses in ShipStation, you need to update the details in the warehouse section in ShipStation’s settings page. Another example is if you want to sync your address book from Wealthbox CRM to ShipStation, you need to edit the address book section in Wealthbox CRM and then select “Sync with your preferred shipping provider(s)” (Wealthbox, n.d..
There are many benefits of integration between these two platforms. Some of them are listed below:
In conclusion, there are many benefits of integrating your shipping platform with your e-commerce platform like Wealthbox CRM. The integration allows you to save time and money as well as easily ship out orders to your customers. It also keeps all of your information in one place so it is easier for you to keep track of all things related to your business.
The process to integrate Wealthbox CRM and ShipStation 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.