Wealthbox

The Thyme + Wealthbox integration allows you synchronize the AI-generated summaries, tasks, and notes after a client meeting with Wealthbox.

How to Enable the Thyme Integration with Wealthbox

Log in <a href="https://app.meetthyme.com/" rel="nofollow noopener noreferrer" target="_blank">https://app.meetthyme.com</a>

Click on Connect to Wealthbox, and authenticate using your Wealthbox credentials.

Voila! Thyme is now connected to your account. We will import your clients in the background, and you can synch notes, and tasks within each meeting detail page.

1. Log in <a href="https://app.meetthyme.com/" rel="nofollow noopener noreferrer" target="_blank">https://app.meetthyme.com</a>
2. Navigate to Settings → CRM

3. Click on Connect to Wealthbox, and authenticate using your Wealthbox credentials.
4. Voila! Thyme is now connected to your account. We will import your clients in the background, and you can synch notes, and tasks within each meeting detail page.

How do I enable the Thyme integration?

About

Email Support

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you