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The Couplr AI Integration

Michelle Lauffer
Michelle Lauffer
  • Updated

Overview

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.

Key features of the integration

  • Join us for a previously recorded live webinar to learn more about the integration between Wealthbox + Couplr AI. View Webinar Recording

How 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.

 

How does the integration work?

Once connected, all new leads from the Couplr AI platform are automatically sent to the Opportunities section in Wealthbox, marked with “Couplr” for easy identification. Any updates to the Stage or Amount fields in Wealthbox are synchronized back to Couplr AI, providing a comprehensive view of lead progress and ROI tracking.

Couplr AI leads are automatically created as opportunities in Wealthbox.