LeadCenter is a sales and marketing automation platform for financial advisors that automates marketing campaigns, lead capturing, and attribution. With the LeadCenter integration, advisors can sync contacts and prospects from LeadCenter to Wealthbox, ensuring efficient lead management and streamlined client workflows.

How to enable the LeadCenter integration

1. In LeadCenter, click on your name in the upper right corner, Select Integrations -> CRMs.
2. Under the Wealthbox section, click the Connect button.
   
3. This will take you to Wealthbox login page. Enter your name and password and click Log in to Wealthbox.
4. You will be redirected to LeadCenter, where you will see a "Connected" status in the Wealthbox section.
5. Click the Configure button inside Wealthbox box.
   
6. You can configure the integration to work in two modes:
   • Automatic: Contacts are automatically pushed to Wealthbox when they are created or updated in LeadCenter. To enable this, make sure that both options are turned on in the configuration screen.
   • Manual: Contacts must be pushed manually to Wealthbox. To enable this mode, disable both options in the configuration screen. Then, to push a contact to Wealthbox, use the contact Actions menu in LeadCenter.
     
7. Now, LeadCenter and Wealthbox are integrated, and you can push contacts from LeadCenter to Wealthbox.