Overview

The Wealthbox and Evernote integration allows users to seamlessly connect their CRM with their note-taking and organization platform. With this integration, advisors can efficiently capture, organize, and access client-related notes from Evernote within Wealthbox, streamlining workflows and enhancing collaboration.

Key Features

• Sync Evernote notes with Wealthbox contacts to keep client records updated with relevant information.
• Access and organize client-related notes directly from Wealthbox, ensuring a centralized view of important details.
• Easily create and store notes in Evernote from Wealthbox, allowing for better documentation and follow-up.
• Link notes to specific contacts or projects within Wealthbox for streamlined reference.
• Quickly retrieve Evernote notes within Wealthbox to enhance productivity.

How to Enable the Integration

The Evernote integration is enabled through Zapier. For more information on how to enable this integration through Zapier, please click here. 

How Does the Wealthbox and Evernote Integration Work?

• The integration links Evernote notes to corresponding Wealthbox contacts based on manual selection. Users can view and access linked Evernote notes within a contact’s record in Wealthbox. Since notes are not automatically synced, users must manually select and link them. Any updates made in Evernote will reflect in Wealthbox when the notes are accessed, ensuring the latest information is always available.

Data Refresh Schedule: The integration updates notes upon manual linking and retrieval.