You can integrate your Wealthbox CRM account with Orion by following these steps:
Click on the the dots in the top right corner of your Wealthbox screen
Navigate to Applications
Select “Settings” next to “Orion.”
Enter your Orion logon credentials.
Note: The connection between Orion and Wealthbox is linked by the contact’s full name (first and last) and then confirms the email. If the data does not appear, check that the first name, last name and email for the contact matches in Wealthbox and Orion.
After enabling the integration, you will find an “Orion” tab above the activity stream on a contact record. Assuming the required fields match between Wealthbox and Orion, you should see the account information populated within the Orion tab.
If the data does not appear, open the Household in Orion and confirm the name and email address match the details in Wealthbox.
From the “General” screen, scroll down to the “Contact” section to see the email field.
