Wealthbox

In BlueLeaf, you will need to generate an API token - See instructions <a href="https://support.blueleaf.com/article/95-how-to-set-up-an-integration-with-a-blueleaf-partner" rel="nofollow noopener noreferrer" target="_blank">here</a>

In Wealthbox, you can navigate to the <a href="https://app.crmworkspace.com/settings/blueleaf" rel="nofollow noopener noreferrer" target="_blank">BlueLeaf settings page</a> and paste the API token into the first field and then click the green Save button.

1. In BlueLeaf, you will need to generate an API token - See instructions <a href="https://support.blueleaf.com/article/95-how-to-set-up-an-integration-with-a-blueleaf-partner" rel="nofollow noopener noreferrer" target="_blank">here</a>
2. Copy this token
3. In Wealthbox, you can navigate to the <a href="https://app.crmworkspace.com/settings/blueleaf" rel="nofollow noopener noreferrer" target="_blank">BlueLeaf settings page</a> and paste the API token into the first field and then click the green Save button.

Note: You will need the client’s email address listed on the profile in Wealthbox and the client will need a Blueleaf account with that same email address for the details to be linked to Wealthbox.

See also:<br> <a href="https://help.wealthbox.com/integrations/how-do-i-get-my-bluleaf-api-key/" rel="nofollow noopener noreferrer" target="_blank">How do I get my Blueleaf API key</a>?

How do I enable the Blueleaf integration?