Enconvo Plugins Documentation

Wealthbox

Connect

Search CRM records and manage contacts, tasks and workflows.

Information

Service
Wealthbox
Runs through
Your Mac
Sign-in
Wealthbox account
Developer
Enconvo
Category
Business & Operations
Version
1.0.0
Requires
Enconvo 1.8.8 or later

While connected, requests to Wealthbox go from your Mac. Enconvo doesn't keep copies of your data. Disconnect any time to revoke access.