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Integrate Wealthbox CRM with Shipwire

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

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About Wealthbox CRM

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

About Shipwire

Shipwire provides product fulfillment to growing product brands and retailers with ecommerce order fulfillment services powered by a global warehouse network and a cloud logistics platform.

Shipwire Integrations
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Looking for the Shipwire Alternatives? Here is the list of top Shipwire Alternatives

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Best ways to Integrate Wealthbox CRM + Shipwire

  • Wealthbox CRM Integration Shipwire Integration

    Wealthbox CRM + Shipwire

    Create Vendor to Shipwire from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Shipwire Integration Create Vendor
  • Wealthbox CRM Integration Shipwire Integration

    Wealthbox CRM + Shipwire

    Create Order to Shipwire from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Shipwire Integration Create Order
  • Wealthbox CRM Integration Shipwire Integration

    Wealthbox CRM + Shipwire

    Create Warehouse to Shipwire from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Shipwire Integration Create Warehouse
  • Wealthbox CRM Integration Shipwire Integration

    Wealthbox CRM + Shipwire

    Create Vendor to Shipwire from New Event in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Event
     
    Then do this...
    Shipwire Integration Create Vendor
  • Wealthbox CRM Integration Shipwire Integration

    Wealthbox CRM + Shipwire

    Create Order to Shipwire from New Event in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Event
     
    Then do this...
    Shipwire Integration Create Order
  • Wealthbox CRM Integration {{item.actionAppName}} Integration

    Wealthbox CRM + {{item.actionAppName}}

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

It's easy to connect Wealthbox CRM + Shipwire 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 occurred.

  • New Product

    Triggers when a new product occurred.

  • New Purchase Order

    Triggers when a new purchase order occurred.

  • New Receiving

    Triggers when a new receiving occurred.

  • New Return

    Triggers when a new return occurred.

  • New Vendor

    Triggers when a new vendor occurred.

  • New Warehouse

    Triggers when new warehouse occurred.

    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 Order

    Create a new order in shipwire.

  • Create Vendor

    Create a new vendor in shipwire.

  • Create Warehouse

    Creates a new warehouse in shipwire.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Wealthbox CRM & Shipwire 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 Shipwire 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 Shipwire.

    (2 minutes)

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

Integration of Wealthbox CRM and Shipwire

Wealthbox CRM?

Wealthbox is a software company based in San Francisco, CA. It offers a cloud-based spution for small businesses that want to optimize their inventory, warehousing, and logistics. The company was founded by Chris McCann in 2013. Chris McCann is a serial entrepreneur who has co-founded several startups including Moontoast, Mezoo, and ReelSurfer. In total, the company has raised $16.5M from investors such as Andreessen Horowitz and SV Angel. As of 2017, Wealthbox has more than 12,000 businesses using its software.

Shipwire?

Shipwire is a third-party logistics provider based in Los Angeles, CA. It offers a cloud-based ecommerce spution that helps small businesses store their products in warehouses across the country and ship them from any one of these warehouses to customers. As of 2017, Shipwire has over 9,000 clients including Amazon, eBay, and Rakuten. In total, Shipwire has raised $127.3M from investors such as Tenaya Capital and Tenaya Capital Management.

Integration of Wealthbox CRM and Shipwire

Wealthbox offers a spution for small businesses to manage their inventory, warehousing, and logistics through a single dashboard. It allows members to place orders with vendors, ship products to locations, accept customer returns, and purchase new inventory from vendors. A user can also create reports on demand or automate them on a regular basis. To order products from vendors, users can use Shipwire’s warehouses. In doing so, they can benefit from Shipwire’s logistics capabilities through its software platform. For instance, users can have Shipwire pick up inventory from a vendor’s warehouse and deliver it to one of its own warehouse locations. Additionally, users can have Shipwire pick up products from a warehouse location and deliver them to a shopper’s home. This integration provides a convenient spution to small business owners who want to manage their inventory via a single application. A user can also create reports on demand or automate them on a regular basis. To order products from vendors, users can use Shipwire’s warehouses. In doing so, they can benefit from Shipwire’s logistics capabilities through its software platform. For instance, users can have Shipwire pick up inventory from a vendor’s warehouse and deliver it to one of its own warehouse locations. Additionally, users can have Shipwire pick up products from a warehouse location and deliver them to a shopper’s home. This integration provides a convenient spution to small business owners who want to manage their inventory via a single application.

Benefits of Integration of Wealthbox CRM and Shipwire

Users can access their inventory data through the Wealthbox dashboard and use it to make informed decisions on what they should or should not buy from vendors or what they should sell to their customers. Users can also use this data to determine how much inventory they should keep at each warehouse location and track the location of their inventory at all times using the location tracking feature in Wealthbox and Shipwire’s shipping documents. Finally, they can use this data to ensure that they do not sell products that are about to expire. Users can also access shipping information such as shipping dates and tracking numbers through the Wealthbox dashboard and use it to track the shipping status of individual products or an entire shipment as long as they use that information as part of the shipment information when they place an order with a vendor that uses Shipwire’s warehouses. Users can access their inventory data through the Wealthbox dashboard and use it to make informed decisions on what they should or should not buy from vendors or what they should sell to their customers. Users can also use this data to determine how much inventory they should keep at each warehouse location and track the location of their inventory at all times using the location tracking feature in Wealthbox and Shipwire’s shipping documents. Finally, they can use this data to ensure that they do not sell products that are about to expire. Users can also access shipping information such as shipping dates and tracking numbers through the Wealthbox dashboard and use it to track the shipping status of individual products or an entire shipment as long as they use that information as part of the shipment information when they place an order with a vendor that uses Shipwire’s warehouses.

The process to integrate Wealthbox CRM and Shipwire 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.