To use the integration, use the Copytalk service like normal, except include at the beginning of your dictation which particular Wealthbox feature you’d like to use by dictating the name of the feature such as “create contact,” “create task,” etc. Find the feature below to see a list of fields available for you to dictate. It is up to you how many of the fields to include information for and in what order to dictate your information. For best results, when dictating a date, please use the full date, including the year (such as January 1, 2020 or 1/1/20), and when dictating a time, include the AM or PM.
Create Contact or Update Contact:
First Name (required)
Last Name (required)
Note (only required for Update Contact)
Target Close Date
Target Close Time
To enable the Copytalk integration, log in to www.mycopytalk.com and navigate to the “Wealthbox Integration” link on the top-right.
This page sets up the one-time initial authentication between your Copytalk account and your Wealthbox account. After providing your Wealthbox login credentials and reviewing and agreeing to the Copytalk Terms of Service regarding Wealthbox CRM integration, clicking “I agree” will initiate the integration.