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How do I integrate with Wealthbox?

Connect your Wealthbox CRM to import contacts and sync message notes

 ⚠️ Update November 2026: As part of a recent improvement to how MyRepChat connects to Wealthbox, you will need to follow the steps in How Do I Reconnect My Wealthbox Integration? below to keep your contacts syncing.

Please reconnect your Wealthbox integration by November 16, 2026, to keep your contacts syncing in MyRepChat. 

Integrating with Wealthbox lets you import your contacts into MyRepChat, and lets MyRepChat log SMS messages as notes on your customers' 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. From the Dashboard, go to Settings > Integrations > Connect to CRM.
    MRC-Connect-To-CRM
  2. Select the Wealthbox logo. The Wealthbox setup section will open.  
  3. Click Connect with Wealthbox OAuth in the top right corner. You’ll be taken to the Wealthbox login page.
  4. Log in with your Wealthbox credentials and accept MyRepChat’s access if prompted. You will be redirected back to MyRepChat. 
  5. Make sure that integration toggle is enabled and your settings are correct. 
  6. Click Save to finalize the integration.
  7. You can click Test to check the connection.

How Do I Reconnect My Wealthbox Integration?

If you previously connected Wealthbox using an API token, or your integration stops working, reconnect using your Wealthbox login:

  1. Go to Settings > Integrations > Connect to CRM.
  2. Click the Wealthbox logo.
  3. Click Delete in the bottom right corner to remove your current integration.
    MRC-Wealthbox-Delete-Connection
  4. Next, click Connect with Wealthbox OAuth in the top right corner.
    MRC-Wealthbox-Connect
  5. You will be directed to login with your Wealthbox credentials and accept MyRepChat’s access if prompted.
  6. Make sure the integration is toggled on and your settings are correct.

What Is Wealthbox's Search Behavior?

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 (e.g., "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.