Integrating Knudge with Wealthbox is simple! This demo will walk through the integration process and how Knudge works with Wealthbox. It will cover:
- Importing contacts into Knudge
- Syncing contacts between Wealthbox and Knudge
- How nudges will appear in Wealthboxwhen assigned and completed
- Linking to your contact in Knudge from Wealthbox
- Linking to your contact in Wealthbox from Knudge