How the Integration Works
Setting up and using the Wealthbox integration is simple and provides two primary ways to streamline your gifting process:
1. Sync Client Contact Data for Easy Checkout
Once you connect your Wealthbox account to Corporate Merch, your client contact data will be automatically synced. This means:
No need to manually enter client shipping details during checkout.
Faster and more accurate order processing.
A seamless experience when sending gifts from Corporate Merch.
2. Send Gifts Directly from Wealthbox
You can also initiate gifting directly from within Wealthbox:
Navigate to a contact's page in Wealthbox.
Click the “Send to” button and select Corporate Merch.
You’ll be taken to CorporateMerch.com, where you can add products to your cart.
The selected client’s contact information will be automatically pre-filled at checkout.
Once the order is placed, a note will be created on that contact’s Wealthbox profile detailing what was sent.
When the order ships, the tracking number will also be added to the note for easy reference.
Getting Started
Create an Account: If you haven’t already, sign up for an account on CorporateMerch.com.
Connect Your Wealthbox Account:
Go to Account > Integrations in Corporate Merch.
Select Wealthbox and follow the steps to connect your account.
Start Sending Gifts:
Use synced contact data for a smoother checkout experience.
Send gifts directly from within Wealthbox with just a few clicks.
Why Use This Integration?
✅ Save time by eliminating manual data entry.
✅ Ensure accuracy with pre-filled client information.
✅ Track gifting history and shipment details directly in Wealthbox.
✅ Strengthen client relationships with thoughtful, timely gifts.
Start leveraging the Wealthbox integration today to make client gifting effortless and impactful!