If you're using Wealthbox as your CRM, you can integrate with Pageport to automatically sync your contacts. This integration lets you push and pull contact data, making it easier to track your leads, automate workflows, and keep your contact records up to date. The process only takes a few minutes and requires an API access token from your Wealthbox account.
Find your integration settings in Pageport
Start by logging into your Pageport account and navigating to your settings. From there, open the Integrations tab and scroll until you find Wealthbox. Once you see it, click the star icon next to it to move it to the top of your list.
Then click the “Connect” button to begin the integration process.
Creating an API Token in Wealthbox
In a new tab, log into your Wealthbox account and open your settings. Under the Personal section, find the API Access tab.
This is where you’ll generate the integration token. Create a new token and name it “Pageport” so you can recognize it later.
Once the Pageport token is created, copy it to your clipboard.
Click here for Wealthbox's helpdesk article for this, incase you need some more clarity.
Finishing the Connection
Return to Pageport and paste the token into the Wealthbox connection field. After hitting save, the system will take a moment to connect.
Once it's finished, your account will be linked, and your contact mapping settings will appear. You’re now ready to start syncing your Wealthbox contacts into Pageport. For more info about creating your contact mappings click here.