How to Enable the Anasova Integration
The integration between Anasova and Wealthbox offers you a range of benefits:
New leads are automatically created as contacts in your Wealthbox account.
A comprehensive lead summary is automatically generated in the newly created Wealthbox contact.
Access financial plan details through a link provided in the lead summary.
To Enable the Anasova Integration in Wealthbox
Begin by logging into your Anasova account.
From your main dashboard in Anasova, navigate to the "Integrations" section. Click "Details"
Select "Do Wealthbox Authentication."
Enter your Wealthbox login credentials.
The integration connection is completed and Wealthbox will be listed as working in your Anasova integrations dashboard.
Now, when you secure a lead, a contact will be automatically created, the lead summary will be sent to your notes, and you'll receive a link for additional details.