How to connect ChargeBee with Wealthbox
ChargeBee / Wealthbox

Connect ChargeBee to Wealthbox with LeadsBridge

ChargeBee » Wealthbox

In this article, you'll learn how to set up the bridge and connect ChargeBee to Wealthbox using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your ChargeBee source

  1. Type in the name you'd like to call your integration
  2. Enter Domain, API Key and Domain to connect your ChargeBee with LeadsBridge
  3. In the URL, enter the site name of your account. Example URL: ( OPEN LINK) Site name from the example: sitename

    In order to obtain the API Key, log in your ChargeBee account, select Settings » Configure ChargeBee » API Keys and Webhooks and then click on the API Keys tab. If no API Keys are listed, you need to create it clicking on the Add an API Key button.
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your Wealthbox destination

  1. Type in the integration's name in the dedicated field
  2. Enter API Key to connect Wealthbox with LeadsBridge
  3. In order to create a Wealthbox API Key to use in LeadsBridge you should follow the steps below:

    1. Log into Wealthbox
    2. Click on the three dots icon in the top-right menu
    3. Then, click on Settings
    4. Go to PERSONAL → API Access
    5. Click on Create Access Token
    6. Assign a Label to your New Access Token, for instance, My LeadsBridge Access Token
    7. Click on Save
    8. Then, copy the generated API token
    9. Finally, go back to LeadsBridge and paste the API Key into your Wealthbox integration configuration
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  7. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from ChargeBee to Wealthbox with LeadsBridge, do not hesitate to contact our Support!