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How do I enable the WEALTHAWK integration with Wealthbox?

Wealthbox Support
Wealthbox Support
  • Updated

Overview

WEALTHAWK is an AI-powered tool designed to spot prospects early in their buying process. It focuses on individuals who have recently gained investable assets through liquidity events and identifies them as ideal candidates for financial advisory services. With the WEALTHAWK integration, advisors can easily add these prospects to their client management system. This enables advisors to connect with prospects, keep track of interactions, and measure their success within Wealthbox.

đź”— Click Here to Watch How Advisors Use Wealthbox + WEALTHAWK for Prospecting

Key Features

  • One-Click Prospect Export: Easily export identified prospects from WEALTHAWK into Wealthbox with just a few clicks—no manual data entry required.

  • Seamless CRM Integration: Automatically add high-potential leads from WEALTHAWK to your Wealthbox contact list, allowing you to manage outreach and follow-ups in one place.

  • Track & Measure Engagement: Once prospects are in Wealthbox, you can monitor interactions, log notes, and measure the success of your engagement efforts using your CRM tools.

How to Enable the Integration

  1. In the WEALTHAWK platform, click on your user profile in the upper right corner to be taken to the Settings page.

  2. On the Settings page, click "Integrations" in the left sidebar.

  3. Navigate to the Wealthbox section and click the Connect button. Enter your Wealthbox credentials when prompted.

  4. When the WEALTHAWK platform reloads, you will see a notification at the bottom that says "Wealthbox link success". You are now ready to take advantage of the integration between WEALTHAWK and Wealthbox.

  5. To export prospect information, click the "Export" dropdown menu and choose Wealthbox.

    Once you are ready to export your prospect, just click on the 'Export' dropdown and select 'Wealthbox'

Troubleshooting & FAQs

Q: What happens when I export a prospect from WEALTHAWK to Wealthbox?
A: When you use the “Export” option in WEALTHAWK and select Wealthbox, the prospect’s information is added to your Wealthbox account so you can manage follow-ups, track progress, and log client activity directly within your CRM.

Q: How do I know if my WEALTHAWK integration with Wealthbox was successful?
A: After entering your Wealthbox credentials in WEALTHAWK, the platform will reload and display a notification at the bottom of the screen that says “Wealthbox link success.” This confirms your accounts are now connected.

Q: Can I export multiple prospects to Wealthbox at once?
A: At this time, the integration supports exporting prospects to Wealthbox one at a time using the “Export” dropdown in the WEALTHAWK platform. Bulk exporting is not currently available.