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WEALTHBOX INTEGRATION


Wealthbox is a popular CRM for financial services, but it doesn't natively have VoIP functionality. Enter Intulse's Wealthbox CRM integration. Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within Wealthbox and returns any contact or organization records that match.

Not an Intulse customer? Learn about our Wealthbox VoIP integration »

When someone calls you instead of displaying the Caller ID you'll see the name of the contact as it appears in Wealthbox and can click on the name to launch their account within Wealthbox. You can quickly add call notes to a contact's activity and the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording. You will be able to start calls to Wealthbox contacts directly from within the Intulse App by simply searching for a contact name on the My Phone screen.

To experience the integration between Intulse and Wealthbox you will need to use the Intulse App.

If you would like to have Wealthbox integration enabled for your account, please contact Intulse support and we would be happy to turn it on for you.

CONNECTING WEALTHBOX TO THE INTULSE APP

This guide assumes that you already have the Intulse App on your favorite device and that you are already logged in. If you need help getting into the App click here to learn more.

Intulse App Wealthbox Settings

  1. Click the More icon on the menu
  2. Click Wealthbox in the More menu
  3. Enter your Wealthbox API Key
  4. Save your changes

If you are an Admin in the Intulse App you have access to additional settings:

  • Optionally, you can enter a default API Key which will be used to communicate with Wealthbox for any user that does not enter their own API Key.
    • This can simplify roll-out but has the disadvantage that all call logs will appear to be created by you
    • Intulse does recommend using a default API Key
  • You can turn automatic call logging on/off. This will cause every incoming and outgoing call that can be matched against a contact to be logged right after the call ends.

For more information about Wealthbox, check out their website!