Wealthbox Integration Overview

Overview

GReminders provides a direct, native integration with Wealthbox CRM, a modern, user-friendly customer relationship management platform designed for financial advisors. This integration automates scheduling, sends personalized reminders, and syncs data bi-directionally, helping advisors save time, reduce no-shows, and enhance client relationships.

GReminders is the only scheduling and reminder platform with a direct integration to Wealthbox, eliminating the need for third-party tools like Zapier.

Why GReminders Integrates with Wealthbox CRM

The GReminders-Wealthbox integration enhances advisor productivity by:

Setting Up the Wealthbox CRM Integration

Prerequisites & Calendar Sync

Before enabling the integration in GReminders, each user must ensure two-way sync is active between Wealthbox and their primary calendar.

Please Note: Each GReminders user needs to enable the integration with Wealthbox on their own account and must only connect their own calendar(s), rather than syncing calendars belonging to others.

GReminders connects directly to your Google Calendar or Outlook Calendar. Wealthbox then syncs separately with your Google or Outlook Calendar via its own native calendar integration.

Step 1: Enable Two-Way Sync in Wealthbox

1. In Wealthbox, select the three vertical dots at the top-right corner.
2. Navigate to Applications and select either Google Calendar or Outlook Calendar.
3. Enable two-way sync.

Osaic Users on SmarshMail: If prompted for a host URL when enabling sync, enter:

[https://agmail.smarshmail/EWS/exchange.asmx](https://agmail.smarshmail/EWS/exchange.asmx)

Step 2: Configure Calendar Permissions

• Ensure default event permissions in Wealthbox are set to “Everyone” so team members can view synced events.
• If permissions are set to “Only Me,” visibility will be blocked for other users. To resolve visibility issues without changing global permissions, every individual user must integrate Wealthbox under Connected Services.

Setting Up the Integration

The entire setup process takes just a few minutes.Organization-Level Setup

1. Log into GReminders and select Setup (Gear Icon) > Integrations from the left-hand navigation bar.
2. Scroll to or search for Wealthbox CRM and click Setup.
3. Click Setup Now and enter your Wealthbox credentials to authenticate.

User-Level Setup

Invited team members within your organization must connect their own user-level integration:

1. Click the profile icon in the top right corner.
2. Navigate to My Integrations > Wealthbox.
3. Click Connect and enter credentials.

Configuration & Setup Options

Once authenticated, customize the matching criteria and automation options to fit your firm’s workflow:

• Pull Best Phone Number from Contacts (Enabled by Default): GReminders searches Wealthbox for matching phone numbers and contact names based on the contact’s email address.
  • Google/Outlook Calendar: Inviting a Wealthbox contact as a guest imports their details for SMS, email, or voice reminders.
  • Events Originating in Wealthbox: When an event is created in Wealthbox, it syncs to Google/Outlook via Wealthbox’s calendar sync. GReminders then detects the event from Google/Outlook and references Wealthbox CRM to automatically link matching contacts and enrich event details for scheduling and reminders.
• Households (Default: Head, Spouse, and Partner): When a Wealthbox Household is linked to an event, only members with the Head, Spouse, or Partner role are included in the event and its reminders by default. Other roles, such as Child or Grandparent, can be turned on manually in the Households setting.
• Use Primary Contact Address Zip Code for Time Zone (Enabled by Default): Checks the contact record’s “Mailing Address” in Wealthbox to determine if they reside in a different time zone than the user account, ensuring reminders for remote meetings (e.g., Zoom, Teams) arrive in the client’s local time.
• Create Note Against Matching Contact: Reminders sent by GReminders write back to the Wealthbox contact record as a note for compliance tracking. When a contact replies “Yes” to confirm, a checkmark appears next to the event title in Wealthbox.
• Create Contact in Wealthbox when New Meeting is Booked: When a prospective client who does not exist in Wealthbox schedules via GReminders automated scheduling, a new contact record is automatically created in Wealthbox.
  • Household Type matches Contact Type: When an Event Type creates a new Wealthbox contact with a Type (for example, Prospect), Wealthbox also creates a Household automatically. GReminders updates that Household’s Type to match the contact, so it isn’t left as “Client.”
• Map Custom Questions to Custom Fields: Responses from GReminders booking forms can map directly to Wealthbox Custom Fields (e.g., “Veteran Status”) under Set Up > Integrations > Wealthbox > Map Fields. Update policies can be set to: “Yes, only if current value is blank,” “Yes, overwrite existing value,” or “No.”
• Workflow Automation: Select Wealthbox workflow templates to launch automatically when specific Event Types are booked (configured in Event Types > Automations > Workflows). Ensure templates are published under Workflow > Manage Templates in Wealthbox.
• Create Opportunities: Automatically generate opportunities in Wealthbox’s Opportunity Tracker when events are scheduled, pre-filling fields using system variables (e.g., client name, AUM).

Verification & Troubleshooting

• Status Verification: Confirm that the integration status displays Connected under Set Up > Integrations.
• Sync Issues: If events or contacts are not syncing, verify active Wealthbox credentials, confirm two-way calendar sync is enabled in Wealthbox settings, and ensure individual user connectors are authorized.

Frequently Asked Questions

How do I start a free trial and connect Wealthbox?

Click any Try It Free button on the site or schedule a demo. Connect your primary Google or Outlook calendar and grant GReminders permission to read events. Then navigate to Set Up > Integrations > Wealthbox, select Setup Now, and enter your credentials.

How does bi-directional syncing work?

GReminders syncs calendar data directly with Google Calendar or Outlook, while Wealthbox maintains a separate, independent sync with Google or Outlook. Once events sync into Wealthbox, GReminders uses its CRM integration to identify events, link contacts, and enrich event details. Outbound reminders, client confirmation replies, and AI meeting notes write back directly into Wealthbox contact records.

Can I map booking form responses to Wealthbox fields?

Yes. Custom booking questions can be mapped to Wealthbox Custom Fields under Set Up > Integrations > Wealthbox > Map Fields, with controls to overwrite existing data or only populate blank fields.

FAQs

How do I set up the GReminders integration with Wealthbox CRM?

To set up the integration, first ensure your Wealthbox calendar is synced with Google Calendar or Outlook/Office 365 for bi-directional syncing. Then, in the GReminders app, go to Org Settings > Integrations, find Wealthbox CRM, and click Setup. Authenticate with your Wealthbox credentials and customize integration options such as contact data mapping, time zone settings, and workflow automation. Finally, verify the integration status shows Connected.

What are the key features of the GReminders and Wealthbox integration?

Key features include automated scheduling and personalized reminders via SMS, email, or voice; bi-directional syncing of calendar events and contact data; automatic launching of Wealthbox workflows and creation of opportunities upon event scheduling; mapping of custom booking form responses to Wealthbox Custom Fields; logging reminders as notes in Wealthbox for compliance; and inclusion of virtual meeting links in reminders.

Can I map custom booking form responses in GReminders to Wealthbox CRM fields?

Yes, you can map responses from GReminders booking forms to Wealthbox Custom Fields for personalized data tracking. This mapping is configurable under Set Up > Integrations > Wealthbox > Map Fields, with options to update existing values or only fill blank fields, enabling tailored client information management.