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How do I enable the integration with Focal?

Will Bowman
Will Bowman
  • Updated

The Focal integration offers AI-powered note-taking, automated email follow-ups, CRM syncing, and more—all built on Microsoft’s secure, enterprise-grade infrastructure. With the Focal and Wealthbox integration, advisors can seamlessly sync AI-generated meeting summaries, tasks, and client contact information to enhance efficiency and collaboration.

 

How to enable the Focal integration

  1. Log into Focal at app.meetwithfocal.com with your Focal account.
  2. Select "Settings" from the side navigation.
  3. Under the Settings screen, select "Integrations".
  4. Find "Weathbox", click "Connect".Focal settings to connect Wealthbox.png
  5. Choose between saving your summaries as Notes, or Events in Wealthbox.Connect to Wealthbox - Focal.png
  6. Put in your credentials to complete the integration.