Best integrations for Wealthbox 2025
Extend Wealthbox with apps that add automation, improve data flow, and increase insight. See top picks here.
Gmail
Automatically log emails from Gmail to related Wealthbox contact records. You can archive email threads for compliance or reporting. Trigger workflows based on incoming messages or specific labels. Get reminders in Wealthbox based on Gmail activity and flag urgent items.
Google Calendar
Keep your Wealthbox and Google Calendar events synced, avoiding double bookings. Create new Wealthbox tasks from calendar entries, or schedule client meetings based on contact data. Set reminders in Wealthbox before appointments from Google Calendar entries. Ensure no client interaction gets missed.
DocuSign
Automatically send contracts prepared from Wealthbox data for signature via DocuSign. Track the status of documents and update contact records once signed. Store completed documents directly within relevant Wealthbox records for quick access. Automate reminders to follow up on pending signatures.
Microsoft Excel
Export Wealthbox data to Excel for deeper analysis and custom reporting. Import updated contact information from Excel to keep your CRM current. Schedule reports by connecting Wealthbox and Excel to monitor business health. Merge contact lists, remove duplicates, and prepare personalized mail merges.
Slack
Receive Wealthbox notifications in Slack channels to stay informed on key updates. Post updates from Wealthbox, like new deals or completed tasks, to keep teams aligned. Create Wealthbox tasks directly from Slack commands to capture ideas quickly. Share important client data within relevant channels.
Twilio
Send SMS messages to clients directly from Wealthbox for quick updates or reminders. Log SMS interactions within contact records to maintain a complete communication history. Trigger automated SMS sequences based on events in Wealthbox. Get instant alerts for inbound messages linked to client profiles.
QuickBooks Online
Sync client data between Wealthbox and QuickBooks to avoid manual entry and errors. Track invoice statuses and payment history within Wealthbox contact records. Trigger workflows based on invoice creation or payment receipts in QuickBooks. Generate reports on financial performance related to client accounts.
LinkedIn
Enrich Wealthbox contact profiles with data from LinkedIn to gain deeper insights. Identify potential leads and target outreach efforts based on LinkedIn information. Update Wealthbox records automatically with new job titles or company changes. Track relationship connections and build stronger client networks.
Zoom
Schedule Zoom meetings directly from Wealthbox and automatically log details. Associate Zoom meeting recordings with contact records for future reference. Trigger follow-up tasks in Wealthbox after each Zoom call, based on topics discussed. Centralize client communication and meeting history in one place.
Google Forms
Capture leads and feedback using Google Forms and automatically add data to Wealthbox. Create new contact records or update existing ones based on form submissions. Trigger automated follow-up sequences based on answers provided in the form. Track campaign performance by linking form submissions to Wealthbox data.