# How to connect Wealthbox to Albato — Albato Help Center

Source: https://albato.com/wiki/articles/wealthbox-unlock-seamless-crm-integration

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# How to connect Wealthbox to Albato

Last update:  
22/5/2026 · 2 min read

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IN THIS ARTICLE

[Wealthbox](https://www.wealthbox.com/)is a robust CRM platform designed specifically for financial advisors. With its intuitive interface and powerful features, Wealthbox has become a go-to solution for professionals aiming to manage client relationships, track sales pipelines, and streamline their daily workflows.

But what if you could take Wealthbox's capabilities even further? That's where Albato comes in. Albato is a no-code automation platform that allows you to [integrate Wealthbox with other applications](https://albato.com/apps/wealthbox_crm), enhancing its functionality and saving you valuable time.

**Available Triggers:**

> Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

-   New Contact
-   Contact Update
-   New Note
-   New Opportunity
-   Opportunity Update
-   New Project
-   Event Update
-   New Event
-   New Task
-   Task Complete

**Available Actions:**

> Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

-   Create a new Contact
-   Find Contact
-   Create a new Note
-   Create a new Project
-   Create a new Task and assign it to a User
-   Create a new Event
-   Custom API request

Before setting up integrations with **Wealthbox** connect the app to Albato.

To do this, go to the **Apps** section and click the **Add a connection** button.

Example.png

Select the app and click the **Add a connection** button.

Recharge (3).png

Come up with a **name** for your connection and click the **Continue** button.

Wealthfox.png

Grant Albato access to your Wealthbox account.

Wealthfox (1).png

You'll see the Wealthbox CRM authorization window pop up. Enter your **email address** and **password**, then click **Log in to Wealthbox**.

Wealthfox (2).png

The connection is ready!

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