How to integrate SAS with Wealthbox CRM

SAS offers a number of call center integrations that are designed to make your life easier. Wealthbox CRM is an online customer resource management system that helps you stay organized by managing contacts and tasks, collaborating with colleagues, automating workflows, tracking opportunities, and more. If your business uses this software, integrating your account with the Wealthbox CRM app in the portal will automatically push data from your calls into your CRM system. This eliminates the need for you to do double the work, converting messages into CRM entries. 

Follow the step-by-step instructions below to connect Wealthbox CRM to your SAS account. In this tutorial, you'll learn how to:

Connect Wealthbox CRM with Your SAS Account

1. In the SAS Desk portal, click Apps from the left side menu. From the Apps screen, click the  Configure button under the Wealthbox CRM logo.

2. On the next screen, click  Connect to my account.

3. In the first pop-up, enter your Wealthbox CRM  username and password. Then, click Login.

Setting Contact Data Parameters

1. Now that Wealthbox CRM is connected to the app, click  Add configuration to begin the setup. The Wealthbox CRM Integration section will be displayed. This is where you'll set the parameters for how you'd like call data to be sent to Wealthbox CRM.

2. First, select the  Script that you'll be connecting.

3. Then, you'll need to tell the system how to manage the caller's contact details. Choose what email address Wealthbox CRM will show in each task by selecting an option next to  Add email.

If  Populate Wealthbox CRM with email provided by the caller. is chosen, tasks will be created under the email address the caller provides. Note that if the caller does not provide an email address, data will be sent from notifications@sasdesk.com by default.

If  Populate static email address. is chosen, tasks will be created under the email address notifications@sasdesk.com.

4. Then decide whether you'd like the system to  Update and Overwrite existing contact data.

If  Don't update existing Contact. Create new ones. is chosen, SAS will look for an email match in your Wealthbox CRM installation. If there is no match, it will create a new task and a new contact. If there is an email match, it will just create a new task.

If  Update Contact by overwriting any data with details from SAS. is chosen, SAS will look for an email match in your Wealthbox CRM installation. If there is a match, it will overwrite any existing customer data with data we've received from the call.

If  Update Contact by appending details from SAS without overwriting existing data. is chosen, SAS will look for an email match in your Wealthbox CRM installation. If there is a match, it won't overwrite data but will add any new details received.

Create Your Wealthbox CRM Tasks

Once the configurations are set, you'll need to create the content of the task we'll be starting in Wealthbox CRM.

1. Next to  Note, you'll see a list of all of the custom step labels associated with the campaign you selected, in addition to default variables, such as [FirstName], [PhoneNumber], [Email], etc. If you have multiple paths in your script, they will each have a different set of variables. So, you'll need to access the call script builder to determine the step labels in the specific path you are mapping.

Keep in mind that you can build a separate integration for every script path, each with their corresponding step labels.

Click the variables from the left side, and they will populate in the box on the right. 

2. After you add the variables that you'd like to appear in the task, be sure to format them by placing each element on a separate line. You can also add headings such as, "Phone Number: [PhoneNumber]."

Wealthbox CRM Custom Mappings (Optional)

Once the data section is complete, you can map your call data directly to specific Wealthbox CRM fields by adding  Custom mappings.

1. To begin, click  Add new option.

2. In the first drop down box, select either  SAS or Text.

SAS will allow you to use specific SAS script variables to populate Wealthbox CRM's contact fields. If you select SAS, the second column will allow you to select a script variable.

Text gives you the option to type your own static data rather than using SAS variables. If you select Text, the second column will be a blank box where you can type specific information.

3. After you've completed the second column, you will set the  Object, Type and Wealthbox CRM Field.

The  Object drop down gives you two options - Task and Contact.

The  Type drop down gives you two options - Standard and Custom. Selecting Standard will bring up the default fields, and selecting Custom will bring up any custom Wealthbox CRM fields you created.

The last drop down will display the Standard or Custom  fields within your Wealthbox CRM setup.

Integrate Wealthbox CRM into Your Script

With all of your integration settings complete, you'll need to add the integration into your SAS script.

1. Click the  Save configuration button in the lower right corner.

2. A pop-up will open containing the integration link. Right click to copy the link text, or highlight the link with your cursor and press CTRL+C. Then, click  OK.

3. To complete the integration, follow the web pop instructions in this article. Keep in mind that you'll want to create the web pop step at the end of the script path and before the closing.

NOTE: Some integrations and access to external websites are restricted to designated operator distribution groups. If you are adding either to your script, please reach out so we can make sure your account is assigned to the proper distribution. 

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