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How do I enable my Couplr AI integration?

Sydney Cordell
Sydney Cordell
  • Updated

The Couplr AI and Wealthbox integration allows you to automatically have all new leads from the Couplr AI platform added to your Wealthbox as a new Opportunity, while also reporting updates you make in Wealthbox to the Stage and Amount fields back to Couplr allowing you to track the ROI of your leads.

 

To enable the Couplr AI integration:

 

1. From your Couplr AI Advisor dashboard, you can upgrade your Couplr AI subscription to their Premium Plan.

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2. From your Couplr AI Advisor dashboard, select the Integrations tab.

 

3. Click on the Connect button in the Wealthbox tile, and a new login window will pop up.

 

4. Login to Wealthbox using your Wealthbox login credentials.

5. That’s it! You will now see all new Conversations (leads) from Couplr as a new Opportunity in Wealthbox. The Opportunities will be listed with "Couplr" in the title, ensuring seamless lead tracking and ROI insights.

 

Couplr AI leads are automatically created as opportunities in Wealthbox.