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What data can I sync from Wealthbox to Catchlight?

Once you’ve successfully connected Wealthbox to Catchlight, Catchlight will ingest Custom Tags and Contact Types from Wealthbox.

For Custom Tags, if you’ve tagged a Contact in Wealthbox with “401k,” Catchlight will ingest that tag for easy categorization of contacts in Catchlight. See below for a sample mapping of Wealthbox contact types and their associated Catchlight status:

Wealthbox Contact Type Catchlight Status
Client Active Lead
Prospect Active Lead
Past Client Lost Lead
Vendor Active Lead