Marketing and your Wealthbox CRM, finally in sync.
Before your next client meeting, open Wealthbox and see exactly what's top of mind: the emails they opened, links they clicked, and content they downloaded. That's what happens when your CRM actually gets smarter from your marketing.
Real-time sync. Two-way. Your rules.
Wealthbox is the center of your relationship data.
Snappy Kraken connects to it in real time, so changes flow both ways as they happen.
Two-way sync
Data flows both directions. Contacts and groups from Wealthbox power your campaigns. Email opens, page views, and form submissions flow back so your CRM shows what people actually engaged with.
Per-group control
Choose which Wealthbox groups sync one-way or two-way. Your campaigns target the right people, and sensitive or static groups stay safe.
Instant outbound updates
When someone fills out a form, opens an email, or visits a page, that activity hits Wealthbox immediately. No waiting for a nightly batch. No checking a separate system.
Inbound updates every 3 hours
Changes made in Wealthbox (new contacts, updated records, tag changes) sync to Snappy Kraken on a 3-hour interval so your campaigns always have current data.
What about speed to lead?
Snappy Kraken's built-in tools give you sub-5-minute response time from any lead source. AI Lead Capture inboxes import new contacts the moment a lead notification arrives, and Auto-Subscribe triggers a welcome email automatically. When Wealthbox syncs that same contact later, the integration is smart enough to match by email and update the records as needed. No duplicates.
What this makes possible
CRM integration is the #1 factor advisors cite when choosing a marketing platform (Kitces 2025 AdvisorTech Study). Here's what it looks like in practice.
For advisors
- Know who just raised their hand. Form fills and downloads show up in Wealthbox the moment they happen. Follow up while you're top of mind, not after a daily import catches up.
- Walk into every meeting knowing what's on their mind. Wealthbox shows what they read, clicked, and downloaded since your last conversation. No guessing. No "let me check my other system."
- Stop re-uploading your client list every time you want to send something. Map your Wealthbox tags to Snappy Kraken once. After that, they stay in sync. New clients, moved prospects, updated segments: the right campaigns pick them up automatically.
For firms managing multiple advisors
- Every advisor gets two-way sync from day one. Each advisor connects their own Wealthbox account with two-way sync and instant activity data. Contacts stay current. Engagement data flows back.
- Firm campaigns reach the right people because the data is current. Launch across the network and each campaign targets synced Wealthbox audiences. Build once, launch everywhere.
- See who's connected and who needs help. Enterprise Hub shows active CRM connections, onboarding status, and campaign performance across your advisor network.
Your CRM should get smarter from your marketing.
With most tools, it doesn't.
Here's how Snappy Kraken's Wealthbox integration compares to Levitate and FMG.
| Feature | Snappy Kraken + Wealthbox | FMG | Levitate |
|---|---|---|---|
| Sync direction | Two-way, with per-group control | One-way (CRM to FMG only) | One-way (CRM to Levitate only) |
| Sync frequency | Inbound every 3 hours; outbound instant | Daily | Twice daily |
| What flows back to your CRM | Contacts, tags, activity (opens, views, forms, unsubscribes) | Text notes only (no engagement data) | Notes, emails, calls (no engagement data) |
| Per-group control | Yes. Choose one-way or two-way per tag group. | No | No |
| Edit contacts in both systems | Yes | No (locked once CRM is connected) | No (one-way sync) |
With FMG or Levitate, your CRM gets a daily or twice-daily import and basic activity notes. It doesn't get smarter from marketing. With Snappy Kraken, Wealthbox gets two-way sync and full engagement data so you see what matters before every meeting and every call.
Connect Wealthbox. Map your tags. Start running.
Connect your Wealthbox account inside Snappy Kraken, choose which tags to sync and in which direction, and you're live. The connection stays active as long as there's any activity within a 3-month window (it auto-refreshes). If it ever drops, you'll get an email notification. Reconnect and all your settings and mappings are preserved.
Your data stays compliant and secure in your ecosystem.
Snappy Kraken doesn't pass CRM data to third-party AI engines or external data lakes. Activity that flows back to Wealthbox is reviewable and archivable alongside your existing records. Firms get content approval workflows, compliance notifications, and role-based access controls through the Compliance Hub.
Ready to see Wealthbox and marketing in sync?
Book a demo and we'll show you the integration live with your CRM.
Frequently Asked Questions
Is the Wealthbox integration real-time?
Outbound, yes. Activity from Snappy Kraken (email opens, form fills, page views) hits Wealthbox immediately. Inbound changes from Wealthbox sync to Snappy Kraken every 3 hours.
Is it two-way?
Yes. Bidirectional sync with per-group control. You choose which tag groups sync one-way (in or out) or two-way. For example, you might sync prospect groups both ways, let your CRM control client groups, and push engagement-based groups from Snappy Kraken back to Wealthbox for outreach and visibility.
What data flows back to my CRM?
Contact updates, tag memberships, and activity data: email opens, page views, form submissions, and unsubscribes. Your CRM becomes the record for both relationship history and marketing engagement.
How long does it take to set up?
Minutes. Connect your Wealthbox account, map your tags, choose sync direction, and you're live. No dev work, no IT ticket, no implementation project.
What happens to my existing contacts when I connect? Will it create duplicates?
Snappy Kraken detects matching contacts by email and links them automatically. No duplicates are created. Your existing data in both systems is preserved; the sync merges records and keeps the most recent information.
What if my connection drops?
You'll get an email notification. Reconnect and all your settings and mappings are preserved. No data is lost. The connection auto-refreshes as long as there's been any activity within 3 months, so drops are rare.
Is my client data shared with other advisors or third parties?
No. Your Wealthbox data syncs only with your Snappy Kraken account. It is never shared with other advisors, firms, or third-party AI engines.
Is the CRM integration included in my plan, or is it an add-on?
CRM integration is included in all Snappy Kraken plans. No extra fees.
Can I switch from FMG or Levitate without losing my CRM setup?
Yes. Your Wealthbox data is yours. Connect Snappy Kraken to the same Wealthbox account, map your tags, and you're running. There's nothing to migrate from the old platform's CRM integration because those tools only import contacts one way.
