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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 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.
  2. Scroll down and click the Wealthbox logo — a secondary section with setup instructions will appear.

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

The setup process above automatically generates your integration token. If the integration isn't working, check your Wealthbox token in your user profile settings:

  1. Click your User Profile in the top right corner.
  2. Go to Settings > API Access.

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.