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The Indyfin Integration

Wealthbox Support
Wealthbox Support
  • Updated

Overview

The Indyfin + Wealthbox integration allows financial advisors to automatically sync leads and prospect data from Indyfin into Wealthbox, helping streamline lead management and eliminate manual data entry. As prospects connect with advisors through Indyfin’s platform, their information is automatically pushed into Wealthbox as contact records—ready for follow-up, engagement, and nurturing.

 

Key Features

  • Automated lead capture: New leads generated through Indyfin are automatically created as contacts in Wealthbox

  • Real-time contact sync: Contact records are updated in Wealthbox as users submit new information or book consultations via Indyfin

  • Seamless client handoff: Client information flows directly into your CRM, allowing for immediate workflow or follow-up integration

  • Time-saving automation: Reduces manual data entry and accelerates your lead-to-client workflow

  • Single-source view: Maintain a unified view of prospect data within Wealthbox CRM

 

How to Enable the Integration

To activate the Indyfin integration with Wealthbox:

  1. Ensure you have an active Wealthbox and Indyfin account

    • This integration requires login access to both platforms

  2. Contact Indyfin Support

    • Reach out to your Indyfin account manager or contact support@indyfin.com

    • Let them know you’d like to connect your Indyfin account with Wealthbox

  3. Generate Your Wealthbox API Key

    • In Wealthbox, navigate to three-dot menu (top right) > Settings > API Access

    • Click Create Access Token

    • Enter a label (e.g., “Indyfin”) and click Save

    • Copy the generated token

  4. Provide the API Key to Indyfin

    • Indyfin will complete the setup and confirm when the connection is live

Note: This integration is configured entirely on Indyfin’s end using your Wealthbox API token

 

How Does the Indyfin Integration Work?

Once enabled, the integration pushes contact data from Indyfin into Wealthbox in real time. Each time a prospect engages with your profile on Indyfin, such as submitting an inquiry, booking a call, or signing up for services, their contact record is created or updated in Wealthbox.

  • Data flow: Indyfin → Wealthbox (one-way sync)

  • Matching criteria: Email address and name

  • Sync frequency: Real-time on submission

  • Demo video: Click Here

 

Troubleshooting & FAQs

Q: Why aren't my Indyfin leads appearing in Wealthbox?
A: Make sure your API token is active and has not been regenerated or deleted. You can verify this in Wealthbox Settings > API Access. If needed, contact Indyfin support to refresh the connection.

Q: Can I send contact data back to Indyfin from Wealthbox?
A: No, this is a one-way integration from Indyfin to Wealthbox. Changes in Wealthbox do not update Indyfin.

Q: Can I assign workflows to Indyfin leads automatically in Wealthbox?
A: While the integration doesn't assign workflows automatically, you can use Wealthbox's native automation or task management tools to trigger workflows once a new contact is created.