Overview

This article explains how to connect ReferTrac and Wealthbox, so prospect referral data syncs across both platforms and automatically creates opportunities and tags in Wealthbox. No walkthrough video is currently available for this integration.

What is ReferTrac?

ReferTrac is referral management software that streamlines and automates the referral process for financial institutions and financial advisors, offering customized referral forms, referral tracking, and automated reporting. It has an integration with Wealthbox that syncs prospect referral data between the two platforms.

How does it work?

The integration eliminates duplicate data entry by syncing prospect data between ReferTrac and Wealthbox. Based on referral sources and default tags mapped within ReferTrac, opportunities are created automatically in Wealthbox to track referral progress and outcomes, and tags are added to the corresponding contact record in Wealthbox to show which referrals have been qualified.

Step-by-step setup instructions

1. Confirm you have an active ReferTrac account and an active Wealthbox account.

2. From ReferTrac, locate the option to connect your Wealthbox account.

   

3. Log in with your Wealthbox credentials when prompted, and authorize the connection.
4. In ReferTrac, select your branch referral sources.

5. Map the default tags for each referral source to determine where they sync in Wealthbox.

   

6. Save your integration settings in ReferTrac.

7. Confirm that new prospect referrals automatically create opportunities in Wealthbox, and that qualified referrals appear as tags on the corresponding contact record.

   

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

Troubleshooting steps

• Issue: New referrals aren't creating opportunities in Wealthbox. Solution: Confirm the Wealthbox connection is authorized in ReferTrac's account settings, and confirm the referral source is correctly mapped in step 5.
• Issue: Referral tags aren't appearing on the contact record in Wealthbox. Solution: Confirm the default tags for the referral source are set up correctly in ReferTrac, and that the referral has been marked qualified.
• Issue: Referrals are syncing to the wrong branch or referral source in Wealthbox. Solution: Review and correct the branch referral source and tag mapping in ReferTrac's integration settings.

FAQ

• Do I need to manually create opportunities in Wealthbox for new referrals? No. Once connected, opportunities are created automatically in Wealthbox based on referral data from ReferTrac.
• How does Wealthbox show which referrals have been qualified? Tags are automatically added to the contact record in Wealthbox to indicate qualified referrals.
• Can I control how referral sources map into Wealthbox? Yes. Branch referral sources and default tags are selected and mapped within ReferTrac's integration settings.