To connect your Wealthbox account to Lead Pilot, please follow these instructions below:
1. Hover over your user icon and select "Settings" from the dropdown menu:
2. Click "Manage Integrations":
3. Click "Configure" beneath Wealthbox:
4. Click "Connect":
5. Provide the Wealthbox token that you created for Lead Pilot in your Wealthbox API Settings:
If you're not sure how to create the access token, please read Wealthbox's help article before visiting https://app.crmworkspace.com/settings/access_tokens.
6. Toggle "Add New Leads" on to have your landing page subscribe form send new contacts to Wealthbox in addition to Lead Pilot:
7. Toggle "Auto-import" on to have new Wealthbox contacts added to Lead Pilot daily:
8. Click "Import Now" to manually import new Wealthbox contacts into Lead Pilot:
9. Click "Back" to return to your Lead Pilot settings.