To enable the Wealthbox CRM integration with Slack, an “Admin” user or account owner can follow these steps:
1) Click on the three dots in the top right corner of Wealthbox, then click on “Applications”:
2) Click on the “Settings” icon next to “Slack” under “Applications:
3) Click “Enable”, then “Get my API Token”, then paste into the text field.
4) Choose your Slack Channel, then click “Save”