Knowledge Base

Learn about features, integrations, customizations and more.

The Econiq integration

Michelle Lauffer
Michelle Lauffer
  • Updated

Overview

Econiq’s virtual meeting platform, The Conversation Hub, revolutionizes the way meetings are conducted. The bidirectional integration between Wealthbox and The Conversation Hub seamlessly syncs Contacts, Tasks, Events, Notes, Opportunities and Workflows between both tools.

Key features of the integration

  • Pull contacts from Wealthbox into The Meetings Hub in Econiq
  • Push meeting notes and summary to Wealthbox.
  • Automatically create tasks in Wealthbox.
  • Automatically trigger workflows in Wealthbox.
  • A Webinar on the Integration of  + Wealthbox:  Watch Now

How to enable the  integration

The integration is enabled on the Econiq side—please reach out to their team directly if you need any assistance getting started.

How does the integration work?

Once an advisor schedules a meeting, related contacts are automatically pulled into The Conversation Hub Meeting Platform.

Seamlessly transfer contact and household data from Wealthbox to The Conversation Hub

During the meeting, additional contact information can be gathered, validated, and updated via The Conversation Hub. This data is then seamlessly transferred back to Wealthbox and follow-up Tasks can be created. Additionally, The Conversation Hub will automatically send a cleanly formatted summary of the meeting back to Wealthbox as a Note once the meeting is complete.