The integration between Weathbox and Dispatch allows users to:
Sync client data between Wealthbox and Dispatch
Design custom templates in Dispatch to collect onboarding data and sync into
WealthboxAutomatically kick off the onboarding process using information collected from prospects
How to Enable the Wealthbox Integration with Dispatch
To enable your Wealthbox + Dispatch integration, please reach out to the Dispatch team at support@dispatch.io.