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Shift4Shop + Wealthbox CRM

Create new Shift4Shop customers from new Wealthbox CRM contacts

Effortlessly keep your customer data up-to-date with this automation that connects Wealthbox CRM and Shift4Shop. Whenever a new contact is added in Wealthbox CRM, your team can instantly create a customer in Shift4Shop, saving time and ensuring accuracy across both platforms. Say goodbye to manual data entry and keep your focus on growing your business.

Effortlessly keep your customer data up-to-date with this automation that connects Wealthbox CRM and Shift4Shop. Whenever a new contact is added in Wealthbox CRM, your team can instantly create a customer in Shift4Shop, saving time and ensuring accuracy across both platforms. Say goodbye to manual data entry and keep your focus on growing your business.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Shift4ShopShift4Shop
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
shift4shop logo
shift4shop logo

About Shift4Shop

Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.
Learn more

Related categories

  • eCommerce
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