Levitate + Wealthbox
Table of Contents
Levitate + Wealthbox: What is the integration?
Who can utilize the Levitate + Wealthbox integration?
What does the integration do?
What do we pull in?
What do we push back to Wealthbox?
Enabling the Wealthbox Integration
FAQ
Levitate + Wealthbox: What is the integration?
Levitate and Wealthbox integrate in order to simplify contact creation and management in Levitate. Without the integration, Levitate relies on a manual export of Wealthbox data to build the lists of contacts with whom you keep in touch. The Levitate + Wealthbox integration syncs your contacts twice daily so you can seamlessly nurture those relationships.
Who can utilize the Levitate + Wealthbox integration?
Customers with paid Levitate accounts in the Financial sector can utilize the Levitate + Wealthbox Integration.
What does the integration do?
Levitate automatically pulls contacts, key facts, and tags from Wealthbox twice daily. Contact information includes first and last name, phone number, email address, preferred physical address, company and title, etc. We help keep your emails authentic with filtering and contact enhancement logic (nicknames replace first names, deceased clients are automatically removed, etc). Our system can also keep you from missing birthdays or important review dates.
What do we pull in?
Contacts
- Name (Nicknames replace First Name)
- Address
- Phone
- Title
- Company
Key Facts
- Birthdays
- Key Dates from Custom Date Fields
Tags
- Contact Type
- Client, Past Client, Prospect. All others will come over as Unknown.
- Tags
- All tags associated with a contact will come over.
- Contact Status
- Active or Inactive
- Assigned To
- The tag will be in the format “Wealthbox: User Name"
- Custom Fields from Wealthbox
What do we push back to Wealthbox?
When enabled Wealthbox allows Levitate to log notes, emails, logged phone calls, handwritten cards, and text messages. Accounts can choose to have all, some, or none of these written back to Salesforce.
Enabling the Wealthbox Integration
Account-wide
Your Success Manager will enable the Wealthbox integration for your entire account on your initial onboarding call.
Once enabled, you’ll see a dashboard card that lets you know the Wealthbox Integration is available.
User-specific
Wealthbox allows for multi-user mapping, but we only have one user connect for syncing data and writebacks. The one connecting user must be an admin user in Wealthbox.
The contact import may take a few minutes or up to an hour, depending on the number of contacts. Users can navigate away from the loading page while the import continues in the background.
Once the initial sync has wrapped up, your Success Specialist can assist with mapping contacts to Levitate users, and getting tag and key fact, among other integration preferences set up.
FAQ
Q: Do we push changes to contacts from Levitate back to Wealthbox?
A: No, Wealthbox is your CRM and remains your source of truth for contact info, we just read the contacts as you have them in Wealthbox.
Q: Can we pull custom fields from Wealthbox?
A: Yes. An administrator in Wealthbox has to create the field for it to be pulled. They can do this through Settings > Customizations > Custom Fields. From there, it will show up on the contact form when creating or editing. Once it's added, it'll be able to be pulled into Levitate. We can pull in custom fields as tags, and custom date fields as key facts.