Overview

Zeplyn is an AI assistant that automates administrative meeting tasks, including note-taking and task management, to enhance advisor efficiency and boost client engagement. With the Zeplyn integration, advisors can sync all key details, meeting notes, and prioritized next steps from their client meetings directly into their Wealthbox account. The Zeplyn integration with Wealthbox saves advisors valuable time and ensures complete client data capture from meeting conversations.

Key Features

• Automatic Meeting Note Syncing: AI-generated client meeting notes in Zeplyn can be automatically synced to the corresponding contact record in Wealthbox—saving time and improving record-keeping.

• Seamless Task Creation: Tasks generated by Zeplyn’s AI are automatically created and assigned in Wealthbox post-meeting, helping advisors follow up with confidence.

• Streamlined Client Linking: Easily match Zeplyn meeting notes to Wealthbox contacts by searching and selecting from your synced contact list.

How to Enable the Integration

1. Log in to your Zeplyn account.

2. Click on the user profile icon in the bottom left corner and then click on Settings.

3. Click on Connect Wealthbox to initiate the integration.
   
   

4. Follow the prompts, enter your credentials to log in to Wealthbox, and click Authorize to grant the requested permissions.
   
   
5. You will see a green pop-up saying “Wealthbox integration successful,” and the Wealthbox integration on the Settings page will change its status to “Already integrated.” That’s it—you’re all set!
   
   

How to Use the Integration

1. Log in to your Zeplyn account and open the note you’d like to sync to Wealthbox.

2. Click Edit in the top right corner and click on the CRM client drop-down. You will see the list of your contact records fetched from Wealthbox.

3. In the Search box, type the client's name, select the desired contact record, and hit Save.

4. Click on Sync to CRM in the top right corner.

5. That’s it! Your note details and tasks will be synced into Wealthbox and associated with the client’s contact record.

Troubleshooting & FAQs

Q: What data gets synced from Zeplyn to Wealthbox?
A: Zeplyn syncs AI-generated meeting notes and post-meeting tasks directly into Wealthbox, linking them to the appropriate contact record.

Q: How do I link a Zeplyn note to a Wealthbox contact?
A: When viewing a note in Zeplyn, click Edit, use the CRM client dropdown to search for the contact, select the correct record, and click Save. Then click Sync to CRM to complete the process.

Q: How will I know if the integration is connected successfully?
A: After authorizing the integration in Zeplyn, you’ll see a green pop-up message that says “Wealthbox integration successful.” The integration status will update to “Already integrated” in your Zeplyn settings.

Q: Who should I contact to help me set up Zeplyn?  

A: If you need further assistance, please email Zeplyn's support team at support@zeplyn.ai or use the live chat in the Zeplyn web app to chat with support.