How to integrate SAS Flex 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. 

In this article we'll discuss:

Connect Wealthbox CRM with Your SAS Flex Account

In the SAS Flex portal, click   Integrations from the left side menu. 

From the Apps screen, click the   Install button next to the Wealthbox CRM logo.

On the next screen, enter in your Wealthbox CRM username and password, then click  Save & Connect.

Setting Contact Data Parameters

Now that Wealthbox CRM is connected to the app, click   Add configuration to begin the set-up.

First, name your Configuration. This is how your Wealthbox CRM integration will be displayed within your SAS Flex portal.

Now, 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 under   Send Data.

If    Send call data on behalf of email provided by 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 by default.

If    Send call data from is chosen, tasks will be created under the email address

If    Send data from email address is chosen, tasks will be created under the static email address you enter.

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.

When you are finished, click   Save

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.

Under the Mappings tab, click   Add Mapping.

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

Collector will allow you to use specific SAS script variables to populate Wealthbox CRM fields. If you select Collector, use the dropdown in the second column to select a script variable.

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

After you've completed the second column, you will set the   Object, Type and  Mapping.

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

Repeat the steps 1-3 until you've completed the custom mappings.

NOTE: If you want to remove any mapping, hover over the section you want removed and click   Delete

When you are finished, click  Save

Back on the main Wealthbox CRM page, you can  Disable, Edit or  Delete your configuration by clicking on the 3-dot icon adjacent to your configuration.

Integrate Wealthbox CRM into Your Script

When all of your integration settings are complete, contact SAS at to add the integration into the appropriate block in your SAS script, or follow these instructions to integrate the app yourself.

If you've disconnected and reconnected your configuration at any point, you'll need to re-integrate it into your script.

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