Below are the steps to integrate LeadJig with Wealthbox
**Please follow each step carefully and do not skip any steps.**
1. To begin, navigate to your dashboard and select the event you want to sync.
2. Once you're in the event, click on the name under the campaign name. This ensures that you select the correct user to integrate with Wealthbox.
3. This will redirect you to the preferences.
4. From there, click on "Integrations."
5. Once in "Integrations," click on "Activate."
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7. After typing your Wealthbox login the connections will be make between LeadJig and Wealthbox.
8. Once it connects, you will see your Wealthbox Settings. Here, you can set up how and what information is imported into Wealthbox from LeadJig. Once you make all the needed changes please make sure to click "Save Changes".
9. You are all set up! Please remember that this is a forward-looking integration, meaning any new contacts or events will sync automatically if you configured it that way. If you need to sync contacts or events that were in LeadJig before setting up the integration, or if you are just looking to sync manually, please click the button below. That will take you to an article that walks you through the process.