Pulse360 integrates with Wealthbox CRM

Wealthbox CRM for Advisors integrates with Pulse360
Your meeting notes from Pulse360 will get saved within the appointment in Wealthbox CRM. Check out the table below and the video to see how it will work. 
What is synchronized?
Pulse360
Direction
Wealthbox
Contacts (Name, address, email, dob)
Instantly
Instantly
Appointment (Dates & Times)
Instantly
Instantly
Appointment Notes
Instantly
Stored in appointments
Digital Notepad
Instantly
Stored in notes

Our Other Integrations

Redtail CRM for Financial Advisors integrates with Pulse360
We also integrate with Redtail CRM.
Salesforce CRM integrates with Pulse360
We also integrate with Salesforce CRM
Become a Pulse360 partner
Please get in touch if you'd like to integrate with us
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