Overview
This article explains how to connect Levitate and Wealthbox, so contact information and client notes can stay in sync between your CRM and your marketing outreach. No walkthrough video is currently available for this integration.
What is Levitate?
Levitate is an AI-powered marketing platform that helps advisors send personalized outreach through email, text messaging, social media, and more. It has a two-way integration with Wealthbox that keeps client communication data connected to your CRM.
How does it work?
Once connected, Levitate pulls client contact information and tags from Wealthbox so you can view and use them directly inside the Levitate dashboard for personalized outreach. The integration works both ways: notes created in Levitate are sent back into the corresponding contact's record in Wealthbox, so client communication history stays visible in your CRM.
Step-by-step setup instructions
- Log in to your Levitate account, or create one if you don't already have one.
From the Levitate dashboard, locate the option to connect your Wealthbox account.
- Enter your Wealthbox login credentials when prompted, and authorize the connection.
- Confirm that your Wealthbox contacts and tags now appear within the Levitate dashboard.
- Use your synced contact information and tags to build personalized outreach campaigns in Levitate.
- Add notes in Levitate as you communicate with clients, and confirm they appear on the matching contact record in Wealthbox.
(Exact menu labels inside Levitate may differ slightly by account type — refer to Levitate's own onboarding screens if a labeled step doesn't match what you see.)
Troubleshooting steps
- Issue: Wealthbox contacts aren't showing up in Levitate. Solution: Confirm the Wealthbox connection is authorized in Levitate's account settings, and reconnect if needed.
- Issue: Contact tags aren't syncing correctly. Solution: Check that the tags are applied to the contact record in Wealthbox, then refresh the sync in Levitate.
- Issue: Notes added in Levitate aren't appearing in Wealthbox. Solution: Confirm the note was saved against the correct contact in Levitate, and verify the two-way sync is still active under the Wealthbox connection settings.
FAQ
- Is the integration one-way or two-way? Two-way. Contact information and tags flow from Wealthbox into Levitate, and notes created in Levitate flow back into the matching Wealthbox contact record.
- Do I need to manually re-enter client information in Levitate? No. Once connected, your Wealthbox contact information and tags are available directly in the Levitate dashboard.
- What kind of outreach can I send through Levitate? Levitate supports personalized email, text messaging, and social media outreach.