Use Cases
Meeting Preparation
Hand written notes
Automatic Task Creation
Automatic Workflow Triggers
Find all of your meeting notes
Annual Summary
Prospects
Planning Notes
FAQ
Pricing
Blog
Login
Schedule a Demo
Use Cases
Meeting Preparation
Hand written notes
Automatic Task Creation
Automatic Workflow Triggers
Find all of your meeting notes
Annual Summary
Prospects
Planning Notes
FAQ
Pricing
Blog
Use Cases
Meeting Preparation
Hand written notes
Automatic Task Creation
Automatic Workflow Triggers
Find all of your meeting notes
Annual Summary
Prospects
Planning Notes
FAQ
Pricing
Blog
Login
Schedule a Demo
Pulse360 integrates with Salesforce CRM
Your meeting notes from Pulse360 will get saved within the appointment in Salesforce CRM. Check out the table below.
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
Schedule a Demo
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Our Other Integrations
We also integrate with Redtail CRM.
Learn More
We also integrate with Wealthbox CRM.
Learn More
Become a Pulse360 partner
Please get in touch if you'd like to integrate with us
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Use cases
Meeting Prep
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Hand Written Notes
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Automatic Workflow Triggers
Find Your Meeting Notes
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Redtail CRM integrations
Wealthbox CRM Integrations
Salesforce CRM Integrations
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