Integrating Wealthbox CRM with CircleBlack

  • 9 December 2022
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There are three main elements of the CircleBlack-Wealthbox integration. 

  1. Single Sign-On from CircleBlack to Wealthbox
  2. Sync and update client data between CircleBlack and Wealthbox
  3. View tasks created in Wealthbox within the CircleBlack Advisor interface

The integration supports both existing and new Wealthbox users. Depending on what role you're set up as in CircleBlack -- Firm Manager, Branch Manager, Advisor -- your Wealthbox can be synced accordingly. For example, if you're a Firm Manager and need to view all of your firm's clients in Wealthbox, CircleBlack will push client data to your Wealthbox. 

What data gets integrated? We'll sync your Wealthbox Contacts based on data from CircleBlack.

 

Get Started

 

For existing Wealthbox users:

  1. Login to CircleBlack Advisor
  2. Click the Gear icon in the upper right corner, then click Integrations in the dropdown menu, and then click the Wealthbox logo
  3. The Wealthbox Sign In window appears; then click the Sign In button
  4. Wealthbox’s login window appears; enter your existing Wealthbox credentials and login to Wealthbox
  5. On the Wealthbox authorization window, click the Authorize button
  6. Once the connection has been authorized, click the Continue button to finish the Single Sign-On process.
  7. Then, you'll see Wealthbox "iframed" within your CircleBlack account.

Once you've established your Single Sign-On connection, a Wealthbox Mismatch Report will automatically be generated. A Mismatch Report details the differences between your CircleBlack Advisor client data set and your existing Wealthbox Contact data set. 

In order for the Client Sync to work effectively, we ask Advisors to review and edit the differences detailed in the Mismatch report. Our Client Services team will reach out to review the Mismatch Report and provide guidance on what changes, if any, need to be made. 

Once everything is ready to go, CircleBlack will then enable the sync and your client and account data will be synced on a daily basis going forward. 

For new Wealthbox users: 

  1. Login to CircleBlack Advisor
  2. Click the Gear icon in the upper right corner, then click Integrations in the dropdown menu, and then click the Wealthbox logo
  3. The Wealthbox Sign In window appears; then click the Free Trial button.
  4. CircleBlack will open Wealthbox's free trial sign up page in a new tab.
  5. Once you've set up your Wealthbox account, log back in to CircleBlack and Sign In to Wealthbox using the steps for existing Wealthbox users.

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