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How do I enable the Copytalk integration?
How do I enable the Copytalk integration?

Instructions to enable and use the Copytalk integration

Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

To enable the Copytalk integration, log in to and navigate to the "Wealthbox Integration" link on the top-right. 

This page sets up the one-time initial authentication between your Copytalk account and your Wealthbox account. After providing your Wealthbox login credentials and reviewing and agreeing to the Copytalk Terms of Service regarding Wealthbox CRM integration, clicking "I agree" will initiate the integration. 

See also: 


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