Wealthbox Sync

Connect Wealthbox to Outlook 365, Exchange, or Google
and sync your contacts, calendar and email

Contacts

Eliminate double-entry with always up-to-date information.

Calendar

Sync your calendar so you never miss a beat.

Email

Get productive by fusing your email inside Wealthbox CRM


Sync Wealthbox with these email providers


A year ago we launched Wealthbox Mail and we’re now advancing our email platform integrations to include 2-way syncing not only with email but also with contacts and calendar hosted with Microsoft Office 365 Outlook, Microsoft Exchange, and Google. Wealthbox Sync is the new name for our array of integrations which keeps the core Wealthbox CRM application at the center of an advisor’s practice.

If you’re a Wealthbox Mail user (available on the Pro and Premier plans) we’re looking for feedback on the new contact and calendar syncing available in this new beta release, so please sign up to get early access. Thanks!

Sign up for Wealthbox Sync Beta

Get on the list for early access!

Wealthbox is the Official CRM of Simplicity