Knowledge Base

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The FastTrackr AI Integration

Wealthbox Support
Wealthbox Support
  • Updated

How to Activate the FastTrackr Integration with Wealthbox

  1. Login to FastTrackr AI. Go to Integrations 
  2. Click Activate on the Wealthbox card 
    WB Activate.png
  3. Login to your Wealthbox account and authorize requested permissions
  4. You’re set!

How to Use the Wealthbox Integration

  1. To sync meeting notes and tasks post-meeting, click the Sync CRM button 
    Screenshot1.png
  2. Select a contact or create a new one in Wealthbox from FastTrackr AI 
    Screenshot2.png
  3. Click Send to CRM to sync the notes and tasks to Wealthbox