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CRM · Integration

Wealthbox

Sourcing.sh connects AI agent index data to Wealthbox to give advisors and RIAs a stream of fresh wealth prospects. Your modern CRM is finally based on living data.

Study the connection to WealthboxSee Wealthbox ↗

What Sourcing.sh communicates with Wealthbox

Send the data

sourcing.sh pushes companies, profiles and fresh offers into your tool.

Refresh the data

Your records are re-crawled and updated continuously — the data no longer dies.

Send signals

Position changes, recruitments, hiring and timing signals pushed to your agents.

The index supplies Wealthbox with up-to-date client and prospect profiles, enriched with signals: mobility, promotion, liquidity, change in family situation. Coordinates are checked and refreshed at a fixed price, which allows approaches to be prioritized at the right time.

This record describes a compatibility to study. Availability, data exchanged, required rights and any costs are confirmed before activation. General API and webhooks require Scale.

Your workflow

The right data. The right action.

New information, a detected change or a record to complete: your agent checks the data and applies the rules you defined.

Create a record, update approved fields or request human approval: you stay in control before data reaches your tool.

Define my workflow

How it works

  1. 01

    Frame the connection to Wealthbox

    Confirm compatible objects and necessary rights: OAuth, API key or export.

  2. 02

    Define exchanges

    Choose the fields to complete and the update rules in Wealthbox.

  3. 03

    Plan the checks

    Choose the cadences and actions to trigger when a change is detected.

Discover the API

Your next step

Turn data into action.

Find the right contacts, keep your data up to date and connect your tools.

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