Integrating Knudge with Wealthbox
We'll walk you through how to integrate Knudge with Wealthbox
Integrating Knudge with Wealthbox is simple! This demo will walk through the integration process and how Knudge works with Wealthbox. It will cover:
- Importing contacts into Knudge
- Syncing contacts between Wealthbox and Knudge
- How nudges will appear in Wealthboxwhen assigned and completed
- Linking to your contact in Knudge from Wealthbox
- Linking to your contact in Wealthbox from Knudge