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Wealthbox
Wealthbox is a customer relationship management platform designed for financial advisors. Integrating it with Quin allows you to seamlessly import your Wealthbox contacts and their relevant information or notes.
How it works:
Quin and Wealthbox work together to:
- Instantly look up and import contacts from your Wealthbox database
- Easily sync contact information between both platforms
- Save time on manual data entry and maintain consistent records
How to connect:
- Go to Account Settings
- Navigate to the "Integrations" tab
- Click "Add Integrations"
- Select Wealthbox from the list
- Follow the authentication prompts to connect your account
Once you’ve connected your Wealthbox CRM, you can search for someone and easily import them into Quin.
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If you need further assistance, our support team is here to help. Please email us at help@heyquin.io for immediate support.