CRM Integration is a key part of the Smart Growth Suite, designed to support a holistic marketing approach. With contacts directly syncing to Snappy Kraken, you can personalize your marketing approach to every contact's needs.  Learn More

IMPORTANT NOTES:

  • Not all features are available on every Enterprise platform.
  • Back up your CRM data before syncing with Snappy Kraken. Data loss may occur depending on how your data is organized. 

I. Connecting Wealthbox:

  1. Begin by clicking the Integrations icon  on the left-side menu.

  2. On the Integrations page, click the + Connect button in the Wealthbox box.

  3. If you’re not logged into Wealthbox, you’ll be redirected to a login screen. Enter your Wealthbox username and password.

  4. Click Sign in to Wealthbox to proceed.

  5. Once your Wealthbox account is connected, you’ll receive a confirmation message.

Now that your Wealthbox account is linked, you have a few options for syncing or importing contacts between your Wealthbox Tags and Snappy Kraken groups.

II. Sync Options:

Keep in Sync Both Ways (Both Ways)

This feature allows for a two-way sync of your contacts between Snappy Kraken and Wealthbox. Any updates or new contacts in Snappy Kraken will reflect in Wealthbox, and vice versa. If a group in Snappy Kraken is synced and doesn’t exist as a tag in Wealthbox, Snappy Kraken will create a tag with the same name.

Send to Wealthbox Only (Export)

This option imports and updates contacts in Wealthbox based on any changes made in Snappy Kraken. 

Import

This option imports and updates contacts in Snappy Kraken based on any changes made in Wealthbox. If a Wealthbox tag doesn’t exist in Snappy Kraken, a new group will be created automatically, and contacts will be updated with the latest information from Wealthbox.

III. Configure Automated Sync:

Automated syncs will update your contacts depending the selected sync option nightly. To sync contacts from your Wealthbox tags into Snappy Kraken, follow these steps:

  1. Go to Active Integrations, then Wealthbox Account > Actions > Configure Automated Sync.

  2. For each group in Wealthbox or Snappy Kraken, select your preferred sync option.

    •  Under the Wealthbox column, click the dropdown to choose the group you'd like to sync.

    • Under the Snappy Kraken column, choose the group you want to import or sync to.

    • Select whether you'd like to import, export, or sync the contacts between the chosen groups.

    • Click the "+Add Mapping" button to select more groups.

  3. Click Continue and agree to the terms (if applicable) by clicking "Finalize Sync".

  4. The syncing will run in the background. Once the import is complete, you’ll receive a notification within the app, even if you’ve left the import screen.


IV. Run a One-Time Manual Sync

 Manual syncs triggers the update of contacts based on the selected sync options at the time it's selected. If you’ve updated contacts, added new contacts, or created new groups in Snappy Kraken and want these changes reflected one-time in Wealthbox, follow these steps:

  1. Go to Active Integrations, then Wealthbox Account > Actions > Run a One-Time Manual Sync.

  2. For each group in either Wealthbox or Snappy Kraken, select the sync option you prefer.

    • Under the Wealthbox column, click the dropdown to choose the group you'd like to sync.
    • Under the Snappy Kraken column, choose the group you want to import or sync to.
    • Select whether you'd like to import, export, or sync the contacts between the chosen groups.
    • Click the "+Add Mapping" button to select more groups.

  3. Click Continue and agree to the terms (if applicable) by clicking "Finalize Sync".

  4. The syncing will run in the background. Once the import is complete, you’ll receive a notification within the app, even if you’ve left the import screen.

Feel free to ask for further assistance—we’re here to help!