video1.0<iframe src="https://www.loom.com/embed/cfdb6e86d13d4f2aadf81a103c3425a8" frameborder="0" width="1662" height="1246" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12461662Loomhttps://www.loom.com12461662https://cdn.loom.com/sessions/thumbnails/cfdb6e86d13d4f2aadf81a103c3425a8-51dff79167f1af45.gif80.999In this video, I walk you through the steps to connect your Wealthbox CRM to PagePort. I cover how to access your settings, find the integrations, and create an API access token in Wealthbox. It's important to label the token as "PagePort" and copy it for use in PagePort. Please follow along and make sure to save your changes as we go through the process.