ShipStation + Wealthbox CRM
Create ShipStation orders when new Wealthbox CRM contacts are added
Streamline your ecommerce and customer management process with this seamless automation. When a new contact is added in Wealthbox CRM, an order is instantly created in ShipStation, keeping your shipping process organized and efficient. Save time and ensure your customers receive their orders promptly with this efficient workflow.
Streamline your ecommerce and customer management process with this seamless automation. When a new contact is added in Wealthbox CRM, an order is instantly created in ShipStation, keeping your shipping process organized and efficient. Save time and ensure your customers receive their orders promptly with this efficient workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Order
Creates a new order.
- Free forever for core features
- 14 day trial for premium features & apps
About ShipStation
ShipStation helps eCommerce retailers organize, process, and fulfill their orders from all the most popular marketplaces and shopping carts using the top shipping carriers.
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PrintingAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
