How do I enable the Wealthbox integration?

You can push contacts from LeadCenter to Wealthbox CRM instantly—without using Zapier.

To enable the integration:

In LeadCenter, click on your name in the upper right corner, Select Integtations -> CRMs.
Under the Wealthbox section, click the Connect button.

This will take you to Wealthbox login page. Enter your name and password and click Log in to Wealthbox.
If login is successful, you will be redirected to LeadCenter, where you will see a "Connected" status in the Wealthbox section.
Click Configure button inside Wealthbox box.

You can configure the integration to work in two modes:
- Automatic: Contacts are automatically pushed to Wealthbox when they are created or updated in LeadCenter. To enable this, make sure that both options are turned on in the configuration screen.
- Manual: Contacts must be pushed manually to Wealthbox. To enable this mode, disable both options in the configuration screen. Then, to push a contact to Wealthbox, use the contact Actions menu in LeadCenter.
Now, LeadCenter and Wealthbox are integrated, and you can push contacts from LeadCenter to Wealthbox.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.