Integrating with Wealthbox allows you to import your contacts into MyRepChat and allows MyRepChat to document SMS messages as notes in Wealthbox under your customers profile.
See CRM Integrations for generic CRM integration features and behavior.
To start the integration process you will need to click on the "Contacts" button from the toolbar.
A list of any existing contacts will appear in the left hand panel. Click on the "+Add" button to begin a new contact import.
Using the drop down menu select the Wealthbox CRM.
You will see a secondary section appear with instructions on setting up your Wealthbox integration.
Once you have followed the instructions and entered your token, click Save. You will now be able to use the Get Contacts button to get a list of contacts from Wealthbox.
*For Wealthbox, you need to go to https://app.crmworkspace.com/settings/access_tokens and create a token. When you sync contacts with Wealthbox, we automatically generate the integration for you, so you should not have to do anything.
Bulk Import of Contacts
Select the contacts you would like to import and select the "Import" button. You will now be able to find your imported contacts in your contact list.
In Messaging, you're able to search contacts by phone number, first name, or last name.
As you might expect, each CRM is different for search behavior and may have limitations or 'gotchas'. This is the Wealthbox specific behavior:
- Phone searches all phone fields and ignores any punctuation.
- Phone is a 'contains' search so a search for last 4 digits of a number will match.
- Name searches look in either first or last names.
- Do not search for both first and last names at once. For example: 'Tom Jones' does not match either a first or last name, so the query will return no results.