Integrate Wealthbox with LeadsBridge
Intro
Wealthbox CRM is a Web-based CRM software, which highlights a social activity stream that allows advisors to collaborate internally with their staff and monitor external client and prospect activity coming from social networks and integrated financial apps. Wealthbox is designed for offices with solo practitioners as well as groups of advisors and their assistants.
In this article, you'll learn how to connect your LeadsBridge account with Wealthbox.
Connect Wealthbox integration
Before you start
- Head over to the left sidebar and click on the Create new Bridge button
- Select your integrations in the selectors
- Click on the Continue button at the bottom right
Authorize Wealthbox integration
Setup your Wealthbox integration
- Click on Connect Wealthbox
- Click on Create new integration to connect your Wealthbox (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Wealthbox integration
- Fill API Key field to connect Wealthbox with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Wealthbox and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your Wealthbox is connected, you can continue with the set-up of your bridge
Configuration details for Wealthbox
How to get API Key
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
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
Which entity concepts we support for Wealthbox
With LeadsBridge you may use these entity concepts for Wealthbox.
Contact
Wealthbox users can use Contacts to keep track of all the different people who have a relationship with their business, to personalize every interaction that has with them, and to attract more contacts like them.
Which segmentation concepts we support for Wealthbox
With LeadsBridge you may use these segmentation concepts for Wealthbox.
Tag
Tags allow you better understand and track your subscriber segments. They also help you to manage your subscriber list much more efficiently.Report
Wealthbox is built with a powerful yet simple to use "reports engine" that allows advisors to dynamically generate and save customized CRM reports for better analytical insight into their practice. ( Learn more)Lead Source
A lead source can best be defined as the original point at which a customer first hears about a specific customer.
Do you need help?
Here some additional resources:
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
