Levitate and Wealthbox integrate in order to simplify contact creation and management in Levitate. The integration syncs your contacts twice daily so you can seamlessly nurture those relationships.
Wealthbox allows Levitate to log notes, emails, logged phone calls, handwritten cards, and text messages.
Accounts can choose to have all, some, or none of these written back to Wealthbox.
“It feels like somebody like me,
a financial advisor without a whole huge marketing team,
set this up for ease of communication and readability to make sure clients get the information.”
Owner & Financial Planner,
Stalt Financial
Levitate & Wealthbox Integration User
What does the Wealthbox x Levitate integration do?
Levitate automatically pulls contacts, key facts, and tags from Wealthbox twice daily.
Contact information includes first and last name, phone number, email address, preferred physical address, company and title, etc.
We help keep your emails authentic with filtering and contact enhancement logic (nicknames replace first names, deceased clients are automatically removed, etc).
Our system can also keep you from missing birthdays or important review dates.
