Corporate Merch specializes in small-order, high-quality, branded gifts, with products ranging from custom embroidered apparel to full-color tech items and laser-engraved drinkware. The Corporate Merch integration enables advisors to sync their contact data from Wealthbox into the Corporate Merch platform.

How to Enable the Corporate Merch Integration with Wealthbox

1. Create an Account: If you haven’t already, sign up for an account on CorporateMerch.com.
2. Connect Your Wealthbox Account: Go to Account > Integrations in Corporate Merch.
3. Select “Wealthbox” and follow the steps to connect your account.
4. Start Sending Gifts: Use synced contact data for a smoother checkout experience.
5. Send gifts directly from within Wealthbox with just a few clicks.

Sync Client Contact Data for Easy Checkout

Once you connect your Wealthbox account to Corporate Merch, your client contact data will be automatically synced. This means:

• No need to manually enter client shipping details during checkout.
• Faster and more accurate order processing.
• A seamless experience when sending gifts from Corporate Merch.

Send Gifts Directly from Wealthbox

1. Navigate to a contact's page in Wealthbox.
2. Click the “Send to” button and select Corporate Merch.
3. You’ll be taken to CorporateMerch.com, where you can add products to your cart.
4. The selected client’s contact information will be automatically pre-filled at checkout.
5. Once the order is placed, a note will be created on that contact’s Wealthbox profile detailing what was sent.
6. When the order ships, the tracking number will also be added to the note for easy reference.