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How to enable the Dispatch Integration
How to enable the Dispatch Integration
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

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

  • Automatically 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

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