WealthSnap lets you collect specific Wealthbox CRM data from clients and prospects using a simple link you can send by text or email. With the WealthSnap integration, clients and prospects complete requested CRM fields through a secure form, and responses flow directly into Wealthbox in real time.

This integration helps you reduce manual data entry, improve data accuracy, and keep client records up to date without switching systems.

How to Enable the WealthSnap Integration with Wealthbox

1. Log in to your WealthSnap account.
2. Navigate to the Integrations or Connections section in WealthSnap.
3. Click Connect to Wealthbox.
4. When prompted, log in to your Wealthbox CRM account and authorize the connection.
5. Once authorized, WealthSnap and Wealthbox will be connected and ready to collect data into your CRM.

How to Use the WealthSnap Integration

1. In WealthSnap, select the Wealthbox fields you want to collect (system and custom fields).
2. Create a new form or use an existing template.
3. Share the generated form link with clients or prospects via text message or email.
4. As clients submit their information, WealthSnap sends updates directly into Wealthbox in real time.

Form responses update the corresponding Wealthbox contact record without manual entry.