Overview

Copytalk is a premier transcription service led by a renowned financial services expert who focuses on accuracy, security, and privacy. The integration with Wealthbox enables users to send contact data to Copytalk and directly transcribe contact notes into Wealthbox. This powerful combination of transcription services and CRM technology helps advisors work securely and efficiently.

🔗 Click Here to Watch a Webinar on the Integration between Copytalk + Wealthbox

Key Features

• Voice-Driven Data Entry: Create and update contacts, tasks, notes, opportunities, events, and projects in Wealthbox simply by dictating your instructions to Copytalk.
• Automatic Transcription to CRM: Transcriptions are sent directly into Wealthbox, saving time and reducing manual data entry.
• Flexible Field Options: Choose exactly which fields to fill in and the order you want to dictate them—for example, names, descriptions, dates, times, and more.
• Flexible Recipients Support: If enabled, you can specify Wealthbox and any additional recipients for each transcription.
• Secure and Compliant: Led by experts in financial services, Copytalk is built to prioritize accuracy, security, and privacy, ensuring your client data stays protected.

How to Enable the Integration

1. Log in to www.mycopytalk.com.
2. Navigate to the "Wealthbox Integration" link on the top right. This page sets up the one-time initial authentication between your Copytalk account and your Wealthbox account.
3. After providing your Wealthbox login credentials and reviewing and agreeing to the Copytalk Terms of Service regarding Wealthbox CRM integration, clicking "I agree" will initiate the integration. 

How Does the Integration Work? 

To use the integration, operate the Copytalk service as usual, but start by stating the specific Wealthbox feature you want to use, such as “create contact,” “create task,” etc. You can choose how many fields to fill in and the order of dictation; refer to the list below to see the available fields for dictation. For optimal results, when dictating dates, include the full date with the year (for example, January 1, 2025, or 1/1/25), and when dictating times, specify AM or PM.  If you are calling in a new contact, you could say, "Create contact. First name Joseph. Last Name Adams. Note: Met with Joseph for the second time this week, schedule follow-up for June." 
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Important: ***Recipient: This is only required if you have the "Flexible Recipients" feature enabled on your account. "Flexible Recipients" allows you to specify the recipient(s) of your transcription. If you want the transcription to be integrated into Wealthbox, specify Wealthbox along with any other recipients. If your account does not have the "Flexible Recipients" feature enabled, your transcription will always be sent to the Wealthbox CRM. 

List of Fields Available

Create Contact or Update Contact:
First Name (required)
Last Name (required)
Note (only required for Update Contact)

Create Task:
Task Name
Contact Name
Description
Due Date
Priority 

Create Note:
Note
Contact Name
Create Project:
Name
Description 

Create Opportunity:
Name
Description
Target Close Date
Target Close Time
Probability
Amount 

Create Event:
Event Name
Contact Name
Start Time
End Time
Start Date
Location
Description 

Troubleshooting & FAQs 

Q: Why am I not seeing Wealthbox or another/previous CRM as an option in Copytalk? 

A: The Copytalk interface may still display options for previously used or disabled integrations. Please contact Copytalk Support for further assistance, as they control the visibility of those options, and they can refresh your account to display the Wealthbox integration.

Q: Do I need to mention Wealthbox every time I dictate a note or task to Copytalk?
A: If your account has the Flexible Recipients feature turned on, you need to specify “Wealthbox” as the recipient when you start your dictation, along with any other recipients you’d like to include. If Flexible Recipients isn't enabled, your transcriptions will automatically be sent to Wealthbox without needing to mention it.

Q: What’s the best way to format dates and times when dictating?
A: For accurate transcription, include the full date with year (like “January 1, 2025” or “1/1/25”) and specify AM or PM for times. This helps record tasks, events, and deadlines correctly in Wealthbox.