Salesforce CRM integration that automates tasks and synchronizes notes

Automation to save you headache and time. Check out how Pulse360 deeply integrates with Salesforce CRM.
Contacts
We seamlessly pull your contact details  from Salesforce into Pulse360.
Notes
We automatically send all your notes to Salesforce CRM.
Tasks
We magically create tasks in Salesforce.

Start your 90-day trial right away

Getting started is easy with our 1-on-1 onboarding customized to you.

Our integration promise

We know, as financial advisors, you have had a less than ideal experience when it comes to technology integrations.

As a result of our two decades of experience being in your shoes, we promise to focus on deep integrations and make sure they work seamlessly.

We deeply integrate with the following financial advisory technologies.

Eliminate double work with our integrations

Redtail CRM integrates with Pulse360
Salesforce CRM, Salentica & XLR8 integrates with Pulse360
Pulse360 integrates with Nitrogen (formerly Riskalyze)
Salentica integrates with Pulse360
XLR8 integrates with Pulse360
Practifi integration with Pulse360 - software for financial advisors
PreciseFP integrated into Pulse360 - software for financial advisors
Made with ❤️ in Riverside, CA & Farnham, UK
© 2024 Pulse360, Inc. All rights Reserved.