Wealthbox Integration With Fireflies
Automatically sync meeting data and tasks to the relevant people and companies in Wealthbox, streamlining your CRM workflow.
About Wealthbox

Setting up your Wealthbox is easy
- How to integrate
How to integrate Wealthbox with Fireflies
Fireflies will log calls, notes, transcripts under the appropriate contact in Wealthbox CRM. It’ll use the email of the participant on the cal invite to identify where to log the data.
1.
Turn on your CRM integrationᨆ1.
Turn on your CRM integration
2.
Select what data you want loggedᨆ2.
Select what data you want logged
3.
Pick if you want to log for all contacts or existing CRM contactsᨆ3.
Pick if you want to log for all contacts or existing CRM contacts
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