WEALTHBOX INTEGRATION

Wealthbox is a popular CRM for financial services — but it doesn’t offer built-in VoIP functionality. That’s where Intulse’s Wealthbox CRM integration comes in.

When the integration is enabled, any screen in the Intulse App that would normally display a simple phone number will automatically search the caller ID within Wealthbox and return any matching contact or organization records.

Wealthbox Integration Key Features

When you receive an incoming call, instead of showing just the caller ID, your phone system will display the name of the caller as it appears in your Wealthbox records. You can click on the call notification to open the caller’s Wealthbox profile instantly.

When a call is matched to a Wealthbox contact, it can be automatically or manually logged to the client’s activity record. You can easily add your own notes to the call log, which will already include key call details such as:

• Date and start time of the call
• Call duration
• Call direction (inbound or outbound)
• Phone number

If the call was recorded, a copy of the recording will also be attached to the call log.

Text messages can be logged for your Wealthbox contacts as well. If enabled, a nightly log of text messages will be created automatically.

You can start calls and send text messages directly from the Intulse App by searching for a Wealthbox contact on the Phone screen.

Additionally, if you have the Intulse Companion App installed in your browser, you can initiate calls and text conversations directly from within Wealthbox simply by clicking on a phone number.

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

CONNECTING WEALTHBOX TO INTULSE

This guide assumes that you have installed and logged into the Intulse App on any necessary devices. If you need additional information on how to install or navigate the Intulse App, check out this thorough Walkthrough.

System Administrators

1. Open the Intulse App and select the More menu tab.
2. Click Integrations and select Wealthbox from the list.
3. Click the link to the API access tokens. Create and copy your token from this page and paste it in the Wealthbox API field in the Intulse App.
4. 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 NOT recommend using a default API Key.
   • IMPORTANT If you are using Text Message logging, then you are required to enter a Default API Key.
5. You can choose whether to Enable automatic call logging. This will cause every incoming and outgoing call that can be matched against a contact to be logged right after the call ends.
   • If you decide to have calls logged, you can also choose how incoming and outgoing calls are categorized.
6. You can choose to have call logs created as tasks instead of notes.
   • You can set these tasks to be marked as "not complete".
7. You can create a log of all text message conversations that took place that day. If selected, each night a log will be created for all text message conversations that took place that day. Each conversation will be logged as one complete file, showing each message sent or received within that conversation.
   • IMPORTANT To use this feature, you are required to enter a default username and password.
8. Use the drop-down list to select users who should be excluded from automatic call logging.
9. Click the Save button to save your settings.

All Users

1. Open the Intulse App and select the More menu tab.
2. Click Integrations and select Wealthbox from the list.
3. Click the link to the API access tokens. Create and copy your token from this page and paste it in the Wealthbox API field in the Intulse App.
4. Click the Save button to save your settings.

For more information about Wealthbox, check out their website!

MAKING A CALL

Make sure your Virtual Phone is enabled in the Intulse App.

Search for a Contact

Begin typing a contact name in the search bar of the Intulse App. Any current contacts will appear. Click on a name then click the “Call” button.

Click to Call

If you have the Intulse Companion App browser extension installed, all phone numbers will appear as clickable hotlinks.

Simply click on a phone number, then select "Start a Call".

RECEIVING A CALL

When you receive a call from a recognized contact, a notification will appear allowing you to open the client’s record in any integration where they are an existing client.

While on an active call, the "Call Actions" drop-down menu on the Phone screen will allow you to Create a Log of the call.

Even if calls are logged automatically for your organization, this will allow you to enter more detailed notes about the call while you are still on the active call. If the caller is entered into multiple integrations, you can select where to log this note.

Clicking on the caller’s name will open their contact record, showing their name, any background information or important information that has been pinned on this account, and a 90-day call history.

If more than one record exists for a phone number, such as family members who share the same phone number, you will be able to use the drop-down arrow beside the contact’s name to select the appropriate record for the person calling. This includes contacts found in any other integration.

You can also click on the contact’s name to open their full record in Wealthbox if you didn't click on the initial notification.

If a phone number is not matched to a contact, clicking on that number will display the option to either add it to an existing contact or create a new contact.

CALL LOGS

Call logs can be found under the “Activity” tab in the Wealthbox contact record. They are marked either as notes or tasks, depending upon the settings selected by your system administrator.

Details included in the call log:

• Any notes related to the call
• The user on your system with whom the call was connected
• The direction of the call
• The date and start time of the call
• The duration of the call
• The phone number
• A copy of the call recording. Click the .wav file to download and play the call recording.

You can also add a reply directly in the call log. To edit the call log, click on the Actions drop-down menu on the top right of the call log. Select Edit from this menu.

Calls will also be logged within the Intulse App. Learn more about the Call History and Call Recordings reports here.

TEXT MESSAGES

All text messages are also recorded and kept within the Intulse system and can be connected to contact records in your integration.

Click here to learn more about how to send text messages via the Intulse App. You can also send messages directly from contact records in Wealthbox with the browser extension installed. Simply click on the phone number and select “Send a text message”. Select your organization’s phone number, type your message, and click the Send button. Files and images can also be attached.

If your system administrator has selected to have text message logs created, a record of the entire text conversation will be logged in their contact record in Wealthbox. These text logs are created each night for all conversations that occurred that day. They will be logged as one complete conversation, showing all messages sent by your organization and every message received from the contact.

Just like phone calls, all text messages are also logged within the Intulse system. Click here to learn more about the Text Message Activity report.

For more information about Wealthbox, check out their website!