Quin is a digital relationship assistant that helps advisors remember personal details about their contacts, suggest tailored content and thoughtful gestures, and draft personalized communications to stay top-of-mind and build stronger relationships. With the Quin integration, advisors can seamlessly import their Wealthbox contacts, notes, and other relevant information into Quin.
To enable the Quin integration with Wealthbox:
- Go to Account Settings in Quin
- Navigate to the "Integrations" tab
- Click "Add Integrations"
- Select Wealthbox from the list
- Follow the authentication prompts to connect your account
Once you’ve connected your Wealthbox CRM, you can search for someone and easily import them into Quin.
Another great use case for the Quin + Wealthbox integration is that notes entered into Wealthbox will automatically be sent over to Quin to be added to a client profile. No more double entering of data!