Levitate + Wealthbox Integration

Overview

Levitate's Wealthbox integration helps financial professionals sync contact data and track engagement activity directly within their CRM.

Industry: Financial Services
Integration Type: API-based
Sync Frequency: Twice daily
Authentication: One user connection required

Activity Writeback

Levitate automatically records engagement activities back into Wealthbox, including:

Emails
Notes
Logged phone calls
Handwritten cards
Text messages

Where activities appear in Wealthbox:

All activities are written back as notes in the contact's Activity feed

Authentication & Access

A single user connects Wealthbox to Levitate for syncing and writebacks
The connecting user must be an admin user in Wealthbox
This user must be able to see all contacts that the account would like to see in Levitate
Once connected, contacts begin syncing automatically

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 only one user connects for syncing data and writebacks. The 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 tags, key facts, and other integration preferences set up.

Integration Settings

The Wealthbox integration includes flexible settings to control how contacts, ownership, and data are managed in Levitate.

Ownership Mapping

Contacts are assigned based on the Assigned To field in Wealthbox
Each Wealthbox user can be mapped to a Levitate user

If no user is assigned:

Contacts may appear as Unassigned

Contact Sync Controls

Primary Email Only — Sync only the primary email address for each contact
Segment by Tags — Control which contacts are synced based on selected tags

Prospect Handling

Prospect status is determined by the Contact Type in Wealthbox
You can choose to:
- Include all prospects
- Exclude prospects
- Include prospects within a defined timeframe

Key Facts (Date-Based Data)

Birthday Key Fact — Pulled from the contact's birthday in Wealthbox
Client Review Key Fact — Created from custom date fields containing the word "Review"
Custom Key Dates — Additional date fields can be added as Key Facts for important milestones

Activity Writeback Settings

You can choose which activities are written back to Wealthbox:

Email
Note
Phone call
Handwritten card
Text message

Custom Fields

Custom fields created in Wealthbox can be synced into Levitate
Non-date fields become tags
Date fields become Key Facts

Data Mapping

Contact Requirements

Contacts must have at least a name or email address
Contacts without sufficient data may be skipped
Contacts with the same email address may be merged

Contact Information

Levitate	Wealthbox
First, Last, Nickname	Name fields
Address	Mailing Address (primary) + additional addresses
Email	Primary email (default) + additional emails
Phone Numbers	All phone numbers (primary prioritized)

Notes:

Primary email and phone number are prioritized
If no primary is set, the first available value is used

Contact Handling

Only contacts categorized as People are synced
Contacts with a recorded date of death are automatically archived

Key Facts

Birthday — Pulled directly from Wealthbox
Client Review Dates — Created from custom date fields labeled with "Review"
Custom Dates — Additional date fields can be used for tracking milestones

FAQs

Q: Can I update contact information in Levitate and sync it back to Wealthbox?

A: No. Wealthbox remains your system of record for contact data. Levitate syncs contact information from Wealthbox and writes back engagement activity only.

Q: Can custom fields be used in Levitate?

A: Yes. An administrator in Wealthbox must first create the field via Settings > Customizations > Custom Fields. Once added, the field appears on the contact form and can be pulled into Levitate:

Text and similar fields → Tags
Date fields → Key Facts

Q: Can multiple Wealthbox accounts be connected?

A: No. A Levitate account can only connect to one Wealthbox workspace at a time.

Q: What happens if a contact is marked as deceased?

A: Contacts with a date of death in Wealthbox are automatically archived in Levitate and excluded from communication.

Q: How do I prevent certain Wealthbox contacts from being contacted in Levitate?

A: There are several approaches to ensure certain contacts don't receive communications:

Wealthbox Contact Status: Mark contacts as "Inactive" in Wealthbox. You can then filter by the "Inactive" tag in Levitate when building campaigns or automations.
Contact Type Filtering: Use Wealthbox Contact Types (Client, Past Client, Prospect) to organize contacts, then filter by these categories in Levitate campaigns.
Levitate Suppression: Use Levitate's unsubscribe/suppression features to prevent specific contacts from receiving emails regardless of their Wealthbox status.
Campaign Filtering: When creating campaigns or automations in Levitate, use tag logic to exclude contacts with specific tags synced from Wealthbox.

For specific guidance on your use case, contact your Success Specialist.

Final Notes

Because Wealthbox configurations can vary, your available fields, tags, and contact types may differ. The integration is designed to be flexible, allowing you to tailor how contacts are synced, tagged, and managed in Levitate.