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How do I enable the Thyme integration?

Team Wealthbox
Team Wealthbox
  • Updated

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

 

How to Enable the Thyme Integration with Wealthbox

  1. Log in https://app.meetthyme.com

  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 sync notes, and tasks within each meeting detail page.