From your Client Profile page, select CRM Configuration > CRM Credentials
CRM Type: Select Wealthbox CRM
Click Save
Click Authenticate on Wealthbox
(You will see red “Not Authenticated” message on first setup)
A new window will open to the Wealthbox Log-in page.
Enter your existing Wealthbox username and password.
Click Log in to Wealthbox
You will need to authorize the integration to Forms Logic.
Upon authorization, you will get a successful authentication message.
Close this window.
The CRM Credentials screen will now be updated to acknowledge a successful integration.
To confirm connection – click Test Connection and you should get an Authenticated message
How to use the Wealthbox + FormsLogic Integration
From the Client section in Forms Logic, select the CRM Client Search Tab.
Option 1: Select Search CRM. FL will search for the entire client set available in Wealthbox.
From there you can create a new workflow request.
Option 2: Type the client’s name in the Name Search box and select Search CRM.
The specific client, if available, will show up. From there you can create a new workflow request.
