How to Integrate Wealthbox with Fireflies
Last updated: March 30, 2026
The Wealthbox + Fireflies integration automatically logs your meeting notes and action items to the right people and companies in Wealthbox, keeping your CRM organized and up to date without manual effort.
Perfect for financial advisors and client-facing teams who want to stay focused on relationships, not data entry.
Let’s get started 🚀
🔍 What does the Wealthbox Integration do?
The integration connects Fireflies to your Wealthbox workspace so meeting insights flow directly into your CRM.
It helps you:
🔄 Automatically record meeting data under the right contacts and companies.
📝 Convert action items into tasks in Wealthbox.
⚙ Keep client details accurate and always up to date.
🔑 Prerequisites
Before connecting Wealthbox with Fireflies, make sure you have the following:
Active Wealthbox account → You’ll need a Wealthbox CRM account with permission to connect third-party apps.
Fireflies account → Log in to your Fireflies workspace, where you’ll set up the integration.
Access to the Integrations page → This is where you’ll link your Wealthbox account and configure preferences.
Once everything is ready, you can connect both platforms in just a few clicks.
🔗 Connect Fireflies with Wealthbox
Step 1: Log in to your Fireflies account, go to the Integrations page, and search for Wealthbox. Click on it to get started.
Step 2: Click Connect and sign in with your Wealthbox account. A quick authorization screen will appear, and within seconds, Fireflies will securely connect to your Wealthbox workspace.
Step 3: Once approved, you’ll be redirected back to Fireflies to configure your integration setup.
⚙ Setting Up Your Configuration
Step 1: Manage Your Contacts
This is where you control how Fireflies handles contacts in your CRM.
Create New Contacts from Meeting Participants:
Turn this on to have Fireflies automatically add new meeting participants as contacts in Wealthbox if they're not found in your account, ensuring your CRM stays up to date without the hassle of manual entry.
Send Notes to Contacts:
Enable this to let Fireflies send meeting notes directly to your existing contacts in Wealthbox, so all client interactions are neatly organized in one place.
Once you’ve set your preferences, click Continue to move to the next step.
Step 2: Map Notes to Opportunities
Send Notes to Opportunities: Enable this to have Fireflies automatically send meeting notes to all opportunities (e.g., client deals or projects) linked to the relevant contacts in Wealthbox, keeping everything connected and organized in your CRM.
Step 3: Create & Filter Tasks from Action Items
Create Tasks from Action Items:
Enable this to automatically create tasks in Wealthbox based on action items from meeting transcripts. Tasks will be assigned to specific contacts if there’s only one external participant, or created as a general task if there are multiple participants.
Only Filter and Create Tasks Assigned to Me:
When enabled, only tasks assigned to you will be filtered and created in Wealthbox. If disabled, all meeting tasks will be created for everyone.
Step 4: Verify Your Wealthbox Setup
Before going live, it’s a good idea to make sure everything is connected correctly. Fireflies provides a quick way to test this.
Click “Create Sample Note for Wealthbox” → Fireflies will instantly send a sample meeting note to the selected Wealthbox contact.
Check your Wealthbox contact to confirm the note appears in the right place.
Once verified, click Continue to proceed.
These tests don’t affect your real contacts or meetings — they’re just to confirm the setup is working properly.
🧩Additional Options - Integration Rules
By default, Fireflies adds meeting notes and action items to Wealthbox for every meeting. While this ensures everything is captured, it can sometimes fill up your contacts or opportunities with unnecessary details. Integration Rules let you filter which meetings create tasks or notes, so only the important ones are added to Wealthbox.
Integration Rules are available on Business or higher plans.
💡 Learn more about our different pricing plans and how to get started.
🗂 All Meetings
Automatically add notes from every meeting — client calls, team syncs, or check-ins — with no filters applied.
📝 Meeting Title
Only create tasks in Wealthbox if the meeting title matches the rules you set (Contains, Starts with, Equals, Doesn’t Contain). Example: Only create tasks for meetings titled “Client Review” or “Interview.”
Add multiple keywords separated by commas (e.g., Interview, Client Review, Demo).
👤 Meeting Host
Filter tasks based on the meeting’s host.
Equals → Only create tasks for meetings hosted by john@example.com.
Not Equal → Create tasks for all meetings except those hosted by John.
👥 Meeting Participants
Filter tasks based on who attended.
Contains → Only create tasks if sara@example.com attended.
Doesn’t Contain → Exclude meetings that included alex@example.com.
🎦 Meeting Type
Filter by meeting type.
Example: Equals External → Only external meetings will create tasks in Wealthbox.
🔀 Apply Multiple Filters
Combine filters for more precise task creation.
Example: Title contains “Interview” AND host is john@example.com.
Rules can use AND (all conditions must match) or OR (any condition matches).
You can view all the filters currently applied to your configuration. In this example, tasks will only be created in Wealthbox for meetings that match all of these criteria:
✅ Example applied: Title contains Interview, host = John, participant = Mary, type = External.
💾 Save Your Configuration
Click Save to activate the integration — a flash message will confirm that your configuration has been successfully added.
You can set up multiple configurations — for example, one for internal meetings and another for client calls.
👥 Team Options
Sometimes, you may not want every teammate creating their own configurations for Wealthbox—especially if you need control over where meeting tasks or notes are created, or want to limit access for compliance. Integration Scope lets workspace admins decide whether the integration applies only to them or across the entire team.
Click the vertical ellipsis (⋮) next to your Wealthbox integration and select Team Options from the dropdown list.
A modal window will appear with these options:
Apply to entire workspace → Toggle this ON to apply the integration across your Fireflies workspace. All the team meetings accessible by the team admin will have tasks or notes created in Wealthbox, ensuring centralized control.
📌 Meetings that are set to private in a teammate’s Privacy Settings won’t be pushed to Wealthbox unless you’re a Super Admin who can access meetings irrespective of team privacy settings.
Restrict non-admin usage → Toggle this ON to prevent non-admin members from creating their own Wealthbox configurations. This is useful for tighter control over where tasks or notes are added.
After adjusting the toggles to match your team’s workflow, click Save to apply the changes.
Use workspace-level settings for sensitive meetings (e.g., client financial reviews) to keep access restricted. Choose personal configurations when teammates need flexibility to manage their own Wealthbox tasks and notes.
🛠 Manage Configuration
Over time, you may need to update your Wealthbox integration — whether it’s to rename a configuration, change where tasks/notes are added, or remove configurations you no longer use. Fireflies makes this easy with a few quick options:
✏ Edit Configuration Name → Give each Wealthbox configuration a clear, descriptive name so it’s easy to identify (especially useful if you’ve connected multiple teams or opportunities). Just click the configuration name (e.g., Default Configuration), type the new name (e.g., Sales Team Tasks), and click outside the field to save.
Clear names help when managing multiple Wealthbox configurations or teams.
⚙ Edit Configuration Settings → Need to update how Fireflies creates tasks or notes in Wealthbox? Click the vertical ellipsis (⋮) next to a configuration, select Edit, choose a different contact or opportunity, and click Update to save.
🗑 Delete Configuration → If a configuration is no longer needed (for example, a project ends or your team no longer needs to track specific tasks in Wealthbox), you can safely delete it. Click the vertical ellipsis (⋮) next to the configuration, select Delete, and confirm.
Deleting a configuration means Fireflies will no longer create tasks or send meeting notes to Wealthbox, so make sure it’s no longer required before removing it.
🔘 Enable or Disable a Configuration → Use the toggle switch next to a configuration to quickly control it. Toggle ON to automatically create tasks or send meeting notes to Wealthbox; toggle OFF to pause without deleting.
This is useful if you’ve connected multiple Wealthbox configurations (e.g., Client Tasks and Internal Meetings) and only want one active at a time. Fireflies remembers your settings when you turn configurations back on.
📤 How Meeting Data Appears in Wealthbox
Once integrated, Fireflies automatically adds meeting notes and tasks to the relevant contact or opportunity in Wealthbox. This ensures that all action items are captured as tasks, and meeting insights are mapped to the right contacts or opportunities, keeping your CRM organized and up-to-date with no extra effort.
✅ Manually send meeting notes to Wealthbox
Prefer sending only certain meetings to Wealthbox? Fireflies also allows you to manually send meeting notes directly from the Notepad.
This is helpful when you want to review or edit notes first and then send only the relevant conversations to Wealthbox contacts—without setting up automation rules or configuration.
❌ Disconnect Integration
If you no longer need Fireflies connected to Wealthbox — for example, when switching projects or moving away from tracking specific tasks — you can disconnect it anytime with a single click.
Click the Disconnect button to remove the Wealthbox integration. This immediately ends the connection, and Fireflies will no longer create tasks or send meeting notes to Wealthbox.
Once disconnected, Fireflies will stop creating tasks and sending notes to Wealthbox. You can always reconnect later if needed.
🛠 Troubleshooting
Issue | What to Do |
Meeting data not appearing in Wealthbox | Ensure the Wealthbox integration is active and configured. Check if the toggle for contacts or opportunities is enabled for tasks and notes. |
New contacts are not being created | Verify that the setting to create new contacts is enabled. Double-check participant details in the meeting invite. |
Tasks are not being created | Ensure the Create Tasks from Action Items toggle is ON. Confirm that the meeting had actionable items. |
Notes are not linking to the right opportunities | Make sure the meeting is properly mapped to the relevant contact or opportunity in Wealthbox. |
Still stuck? Contact support via this link for more help.
❓ Frequently Asked Questions
Q1. Can Fireflies create new contacts in Wealthbox?
Yes, Fireflies can automatically create new contacts in Wealthbox if the option is enabled.
Q2. How can I ensure meeting notes go to the right contacts or opportunities?
Check that the correct contact or opportunity is selected when configuring your integration settings.
Q3. Can I filter which tasks get created in Wealthbox?
Yes, you can enable the setting to only create tasks assigned to you, filtering out tasks for others.
Q4. Why am I seeing tasks created by fred@fireflies.ai or sample@fireflies.ai?
These are sample tasks created for testing purposes. If you're seeing tasks from these addresses in Wealthbox, it means the integration setup was tested with sample data.
🔄 Recap
The Fireflies + Wealthbox integration keeps your CRM up-to-date by automatically adding meeting notes and tasks to the right contacts and opportunities.
Notes and tasks are linked to contacts or opportunities.
Tasks are created from action items and can be filtered to show only those assigned to you.
Manage configurations for your team and disconnect when needed.
This integration saves time and ensures everything is organized in Wealthbox.
📚 Related Guides
Want to explore more? These guides will help you get the most out of Fireflies and Wealthbox:
Learn About Fireflies + CRM Integrations → Discover how Fireflies connects with CRMs like Copper, Zoho, Close.io, and more.
AI Meeting Summaries Guide → Understand how Fireflies captures, summarizes, and organizes meeting takeaways.