Setup
Ready to connect your Wealthbox CRM? We'll walk you through the entire setup process.
Video walkthrough#
What you'll need#
Before starting the setup, make sure you have:
You'll need proper permissions to authorize the connection
Make sure you're logged into CurrentClient
Setup steps#
Go to integrations in CurrentClient
Navigate to Settings → Integrations in your CurrentClient account
Find Wealthbox
Look for Wealthbox in the list of available integrations and click Connect
Authorize the connection
You'll be redirected to Wealthbox to log in and authorize CurrentClient access
Configure initial settings
Choose your sync preferences and data mapping options
Test the connection
We'll run a quick test to make sure everything is working properly
First sync timing: After connecting, your initial data sync can take 15-30 minutes depending on how many contacts you have in Wealthbox.
What happens next?#
Once setup is complete:
- Your Wealthbox contacts will start appearing in CurrentClient
- Communications will begin logging to client records
Having trouble with setup? Check our troubleshooting guide or reach out for help!