To get started with Wealthbox CRM on Zapier, first you will need to click to connect your Wealthbox CRM account to use with your Zap.
Next, you'll be asked to enter your Wealthbox CRM's API key.
To locate your API Key in your Wealthbox CRM account, please follow these steps:
- Log into Wealthbox.
- Click the gear icon in the top menu.
- Click "Personal Settings".
- Click "API Access".
- Click "Create Access Token".
- Copy the generated API token.
Paste your key back into your Zapier account and then “Continue”. If your API was entered correctly your Wealthbox CRM account will now be successfully connected.