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