Connecting your CRM

Connecting your CRM puts what happens in Cartenda on your clients' records there, so your team can see what was asked and what came back without switching tools. Cartenda connects to Wealthbox.

The CRM connection isn't open to new firms yet. If you're an owner or admin and don't see CRM in your settings, it isn't available to your workspace. If you'd like to use it, write to hello@cartenda.com.

What goes to your CRM#

Cartenda writes short notes and tasks on the client's record in Wealthbox:

• Documents requested: a note when a request reaches a client, saying what it was for.
• Documents arrived: a note when a client sends something back, with a link to it in Cartenda.
• Document signed: a note when a client signs a document you sent.
• Task: review: a task to look at what arrived.
• Task: chase: a task when a client has gone quiet on a request, so someone can pick up the phone.
• Client details updated: details about a person that you accept in Cartenda are written back to their Wealthbox contact.

Documents themselves are never sent. What a client sent stays in Cartenda, and the note links back to it. The link opens your firm's own page in Cartenda, never the client's form link.

What comes from your CRM#

Information also flows the other way, but only when you ask:

• Importing clients. Read your people and households from Wealthbox and bring them into Cartenda. See Importing clients.
• Checking a client. On a client's Profile tab, click Check Wealthbox to compare the client with their Wealthbox record. Any differences are listed as suggestions. Tick the ones you want and click Update profile.

Nothing from the CRM changes a client's profile until you accept it. A detail that came from the CRM is never written back to it.

Connect Wealthbox#

1. In Wealthbox, go to Settings → API Access and create an access token.
2. In Cartenda, go to Settings → CRM. You'll be asked to confirm your password.
3. Paste the token into Access token.
4. Click Connect and check.

Cartenda checks the token right away. The badge beside Wealthbox shows the connection's status: Connected, Not checked yet, Not answering or Disconnected. If something goes wrong, the error is shown on the page.

See what has been sent#

Under What has been sent, the CRM page lists recent notes and tasks, what each was about and when it went. If one couldn't be delivered, the reason appears in place of the time. This list is how you tell a working connection from a quiet week.

Replace a token or disconnect#

If your token is revoked or expires, the status changes to Not answering. Create a new token in Wealthbox, paste it into Replace the access token, and click Replace and check.

To stop, click Disconnect and confirm. Nothing further is sent. Whatever was already written stays in Wealthbox.

Who can manage the connection#

Connecting, replacing and disconnecting are for people who can change workspace settings, which by default means owners and admins. Once connected, notes and tasks are written for everyone's clients, whoever sent the request.