How data syncs with Wealthbox

Understanding what data flows between CurrentClient and Wealthbox helps you make the most of the integration.
Sync frequency: Data is refreshed every morning.

Data flow overview

What syncs from Wealthbox to CurrentClient?

Contact information

Names, phone numbers, email and address information

Contact tags

Existing client tags and interaction history

Contact type and status

Contact type and status

Any custom fields

Any custom fields you setup and want to sync to CurrentClient

What syncs from CurrentClient to Wealthbox?

Text conversations

Complete message threads with timestamps

Call records

Call logs with duration and notes

Detailed field mapping

Here’s exactly what data syncs from Wealthbox to CurrentClient:

Conversation notes sync

Learn how your CurrentClient conversations automatically become notes in Wealthbox:
Conversation summaries: CurrentClient can automatically create conversation summaries that get added as notes to your Wealthbox client records.