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How to enable the Snappy Kraken integration

Team Wealthbox
Team Wealthbox
  • Updated

The bidirectional sync of contacts between Wealthbox and Snappy Kraken ensures data is updated in real-time, saving advisors from the needless pain of having to constantly double-check and second guess the accuracy of their information. Contact information of prospects and clients is synced between Wealthbox and Snappy Kraken and is automatically kept up-to-date.

To enable: Visit the Wealthbox Integration Guide at Snappy Kraken.