Moxo’s Wealthbox data sync integration enables you to log any interactions with your clients on Moxo back to their corresponding Contact Record in Wealthbox.
Sync your Wealthbox Contact Record with client activity in Moxo, including actions, chat interactions, file sharing, meetings, and more.
How to Enable the Moxo Integration with Wealthbox
Reach out to your Moxo support team to enable the Wealthbox integration. Once enabled, you can set up the integration from your admin portal.
From the admin portal, click Connectors and select the system that you want to set up the integration with.
Click Setup on the top right of the page. A panel will appear on the right side where you will configure the details for Moxo to connect that system of record.
Configure the time that you would like the data sync to run each day.
Click Log In to Wealthbox to enter your Wealthbox credentials, and authorize the integration between Moxo and Wealthbox.
Click Save Changes.
Moxo Sync with Wealthbox
After setting up the Wealthbox data sync integration, the system will automatically run the data sync once a day at the time specified. The data sync fetches updates from any workspaces during the past 24 hours and pushes them as client activity to the Wealthbox Contact Record.
By default, the client’s email field is used to match a client’s Moxo account to a Wealthbox client contact.