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How do I integrate with Wealthbox?

Connect your Wealthbox CRM to import contacts and sync message notes

Integrating with Wealthbox lets you import your contacts into MyRepChat, and lets MyRepChat add notes to your contacts' profiles in Wealthbox.

See How Do I Import Contacts From My CRM? for general CRM integration features and behavior that apply across providers.

How Do I Set Up the Integration?

  1. Go to Settings > Integrations > Connect to CRM.

  2. Under Select a CRM, click Wealthbox. The Configure: Wealthbox section opens.

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  3. In Wealthbox, create a new access token for MyRepChat. To learn how, see Wealthbox's article How do I create an API access token?

  4. Copy the token, and paste it into the Token field in MyRepChat.

  5. Choose your settings. To learn what each one does, see What Do the Wealthbox Settings Mean? below.

  6. Make sure the Integration is toggle is set to ON. 

  7. Click Save

  8. Click Test to check the connection.

When the connection works, Active appears next to Configure: Wealthbox.

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Note: API access isn't available for Wealthbox trial accounts. To get access, submit a request to Wealthbox Support.

What Do the Wealthbox Settings Mean?

  • Send Messages to CRM: choose whether your text messages sync to Wealthbox in real time, daily, or never. Daily is selected by default. 

  • Modify Contact in CRM: choose whether MyRepChat can make changes to your contacts in Wealthbox.

    • Update CRM Contacts: when you change an imported contact's name, number, or email in MyRepChat, the linked contact in Wealthbox is updated too.

    • Create CRM Contacts: creates a contact in Wealthbox for every new conversation, call, or text from an unknown number. 

We recommend leaving Create CRM Contacts off. Otherwise, spam, cold calls, and wrong numbers can add unwanted contacts to your CRM.

What Do I Do If the Integration Isn't Working?

Each CRM has different search behavior and limitations. For Wealthbox specifically:

  • Phone searches check all phone fields and ignore punctuation.

  • Phone searches use a "contains" match, so searching just the last 4 digits will still find a match.

  • Name searches check either the first or last name field.

  • Don't search using both a first and last name together (for example, "Tom Jones"). Since neither field contains the full name, this returns no results. Search one name at a time instead.

  • Group search uses Wealthbox's Tag feature and requires an exact, case-sensitive match on the tag name. A group is only created in MyRepChat if it has at least one member.