Overview

This article explains how to connect Simplii and Wealthbox, so VoIP activity like phone calls and text messages is logged automatically inside Wealthbox. No walkthrough video is currently available for this integration.

What is Simplii?

Simplii is a VoIP service provider offering call quality, onsite customer service, and custom-built CRM integrations. It has an integration with Wealthbox that logs voice calls and text messages inside Wealthbox automatically.

How does it work?

Once connected, phone call and SMS activity from Simplii is logged directly inside Wealthbox, so advisors can see communication history alongside a client's other CRM data. Shortcut links within Simplii also let advisors quickly create new contacts in Wealthbox, and Simplii activity can be used to trigger automations in Wealthbox.

Step-by-step setup instructions

1. Confirm you have an active Simplii account and an active Wealthbox account.
2. From Simplii, locate the option to connect your Wealthbox account.
3. Log in with your Wealthbox credentials when prompted, and authorize the connection.
4. Place a test call or send a test text message through Simplii.
5. Confirm the call or message was logged correctly inside Wealthbox.
6. Use the shortcut link within Simplii to create a new Wealthbox contact, if needed.
7. Set up any automations in Wealthbox that you want triggered by Simplii activity.

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

Troubleshooting steps

• Issue: Calls or text messages aren't being logged in Wealthbox. Solution: Confirm the Wealthbox connection is authorized in Simplii's account settings, and reconnect if needed.
• Issue: The shortcut link isn't creating a new contact in Wealthbox. Solution: Confirm the Wealthbox connection is still active, and check that the contact doesn't already exist under a different name or number in Wealthbox.
• Issue: Automations in Wealthbox aren't triggering from Simplii activity. Solution: Confirm the relevant automation is set up correctly in Wealthbox and that the Simplii connection is still authorized.

FAQ

• Do I need to manually log calls and texts in Wealthbox? No. Once connected, voice call and SMS message conversations from Simplii are logged automatically in Wealthbox.
• Can I create new Wealthbox contacts directly from Simplii? Yes. Shortcut links within Simplii let you quickly create new contacts in Wealthbox.
• Can Simplii activity trigger other actions in Wealthbox? Yes. Simplii activity can be used to trigger automations in Wealthbox.