Via Zapier

Wealthbox Integration: Connect Your Phone System to Your CRM

Lead every call with confidence and accuracy, using Wealthbox contact records while every interaction is automatically logged in your CRM.

Automate Your Call History

Maintaining an accurate audit trail is essential, but it shouldn’t take up your entire afternoon. By connecting your phone to Wealthbox via Zapier, every interaction is captured the moment you hang up.

Automatic Activity Logs: Every call is timestamped and logged with duration details directly to the contact’s record.

Instant Playback: Access call recordings with a single click, making it easy to review advice given or verify client instructions.

Secure Team Alignment: Keep your firm on the same page with centralized call records, while ensuring that sensitive recordings are only accessible to team members with admin-approved permissions.

Eliminate the “Who’s Calling?” Moment

Ensure that every consultation begins with the right information ready to go, allowing your team to serve your clients with data and confidence.

One-Click Record Access: For every inbound call, access the client’s record in Wealthbox with a single click to provide accurate information at speed.

Lead with Context: Quickly review notes, open tasks, and financial goals before you even say hello, so you can pick up exactly where you last left off.

Personalized Service at Scale: Instantly recognizing clients creates a high-touch experience that makes every caller feel like your top priority.