Sending Contacts to CRMs

Sending Contacts to CRMs

Wealthbox

  1. Navigate to Communicate > Configuration.
  2. Select WeathBox.
  3. Enter your Wealthbox credentials and click Save.
  4. On the right, click Bulk Sync to send your AdvisorEngine contacts to Wealthbox. If you do not perform a Bulk Sync, only new contacts going forward will be sent to Wealthbox.

Changes made to any Client or Household going forward will sync to Wealthbox.

Redtail

  1. Navigate to Communicate > Configuration.
  2. Select Redtail.
  3. Enter your Redtail credentials and click Save.
  4. On the right, click Bulk Sync to send your AdvisorEngine contacts to Redtail. If you do not perform a Bulk Sync, only new contacts going forward will be sent to Redtail.

Changes made to any Client or Household going forward will sync to Redtail.

Salesforce

Instructions for Salesforce integration setup are located within AdvisorEngine.

  1. Navigate to Communicate > Configuration.
  2. Select SalesForce.
  3. Click the help tooltip to open the setup documentation and follow the steps.
  4. When finished, on the right, click Bulk Sync to send your AdvisorEngine contacts to SalesForce. If you do not perform a Bulk Sync, only new contacts going forward will be sent to SalesForce.

Changes made to any Client or Household going forward will sync to SalesForce.

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