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 teamed up 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.

Customers enjoy up-to-date data in Levitate and harmonious record-keeping between the two technologies.

Who can utilize the Levitate + Wealthbox integration?

Customers with Levitate Business and Business Plus 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 in the morning and evening, keeping the data evergreen. 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 also prevents you from missing birthdays.

What do we pull in?

Contacts

  • Name (Nicknames replace First Name)
  • Address
  • Email
  • Phone
  • Title
  • Company 

Key Facts

  • Birthdays

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 (Inactive/Active)
  • Assigned To (The tag will be in the format “Wealthbox: «user name»”)

Contacts sync up twice daily so any changes or updates you make in Wealthbox will be reflected in Levitate that day or the following morning.

What do we push back to Wealthbox?

When enabled Wealthbox allows Levitate to send emails, notes, phone calls and text messages back to Wealthbox.

  • None Selected (Default)
  • Email
  • Note
  • Phone Call
  • Text Message

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 card that lets you know the Wealthbox Integration is available.

User-specific

Technically Wealthbox is multi-user but we only allow 1 user to connect for syncing data and writebacks. The user that is chosen should 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.

After your contacts are imported, your Success Manager can adjust your settings to get things just the way you want them.

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.

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