Overview

This article explains how to connect Pulse360 and Wealthbox, so meeting documentation created in Pulse360 automatically syncs to the related meeting in Wealthbox. No walkthrough video is currently available for this integration.

What is Pulse360?

Pulse360 is a meeting documentation platform that automates the pre- and post-meeting process for advisors, from preparation through follow-ups. It has an integration with Wealthbox that syncs meeting-related information between the two platforms.

How does it work?

The integration syncs information relevant to the pre- and post-meeting documentation process between Pulse360 and Wealthbox. Specifically, meeting notes created in Pulse360 are added automatically to the corresponding meeting's description field in Wealthbox, eliminating the need to copy notes over manually.

Step-by-step setup instructions

1. Confirm you have an active Pulse360 account and an active Wealthbox account.
2. From the Pulse360 dashboard, locate the option to connect your Wealthbox account.
3. Log in with your Wealthbox credentials when prompted, and authorize the connection.
4. Link the meeting in Pulse360 to its corresponding meeting record in Wealthbox.
5. Prepare and complete your meeting notes in Pulse360 as usual.
6. Confirm the completed meeting notes appear in the meeting description field on the corresponding event in Wealthbox.

(Exact menu labels inside Pulse360 may differ slightly by account type — refer to Pulse360's own onboarding screens if a labeled step doesn't match what you see.)

Troubleshooting steps

• Issue: Meeting notes from Pulse360 aren't appearing in Wealthbox. Solution: Confirm the Wealthbox connection is authorized in Pulse360's account settings, and confirm the meeting was linked to the correct Wealthbox event.
• Issue: Notes appear on the wrong meeting in Wealthbox. Solution: Check that the meeting was linked to the correct contact and event before the notes were synced, and correct the link in Pulse360 if needed.
• Issue: The meeting description field in Wealthbox wasn't updated after the meeting. Solution: Confirm the notes were marked complete in Pulse360, since the sync to Wealthbox's meeting description field happens once documentation is finished.

FAQ

• Do I need to manually copy meeting notes into Wealthbox? No. Once connected, meeting notes created in Pulse360 are added automatically to the meeting description field in Wealthbox.
• Does this integration help with meeting preparation as well as follow-up? Yes. Pulse360 covers the full documentation process, from meeting preparation through any needed follow-ups, and syncs the relevant information with Wealthbox.
• Where do the synced notes appear in Wealthbox? They appear in the description field of the corresponding meeting record.