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Current Integrations

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Your meeting notes from Pulse360 will get saved within the appointment in Redtail CRM. Check out the table below and the video to see how it will work.
What is synchronized?
Pulse360
Direction
Redtail
Contacts (Name, address, email, dob)
Instantly
Instantly
Appointment (Dates & Times)
Instantly
Instantly
Appointment Notes
Instantly
Stored in appointments
Digital Notepad
Instantly
Stored in notes
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. Note: You may need to upgrade your Wealthbox subscription to a Pro plan to enable the integration.
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
Your meeting notes from Pulse360 will get saved within the appointment in Salesforce CRM. Check out the table below. Video coming soon. 
What is synchronized?
Pulse360
Direction
Salesforce
Contacts (Name, address, email, dob)
Instantly
Instantly
Appointment (Dates & Times)
Instantly
Instantly
Appointment Notes
Instantly
Stored in appointments
Digital Notepad
Instantly
Stored in notes

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