Strety is a platform that helps businesses run on EOS® by managing people, playbooks, performance, and projects—all in one place. With the Strety integration, advisors can seamlessly link To Dos created in Strety to automatically sync with tasks in Wealthbox CRM, keeping both systems in perfect alignment.

How to Enable the Strety Integration with Wealthbox

To set up the integration with Wealthbox, head to your "Personal Integrations" and click Add Wealthbox Tasks

Authorize Strety by clicking Allow and following the prompts. Make sure that you're using the same email associated with your Strety account

Mapping Strety to Wealthbox

When linking a To Do to Wealthbox, select the Priority, Category and Assignee