The Hazel (formerly known as Thyme) + Wealthbox integration allows you to synchronize AI-generated summaries, tasks, and notes after a client meeting with Wealthbox.
How to Enable the Hazel Integration with Wealthbox
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Log in http://hazel.altruist.com/
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Navigate to Settings → CRM
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Click on Connect to Wealthbox, and authenticate using your Wealthbox credentials.
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Voila! Hazel is now connected to your account. We will import your clients in the background, and you can sync notes, and tasks within each meeting detail page.
Troubleshooting & FAQs
Q: What does the Hazel integration with Wealthbox allow me to do?
A: It enables you to sync AI-generated meeting summaries, tasks, and notes from Hazel directly into your Wealthbox contact records, streamlining post-meeting workflows.