Pulse360 integrates with Salesforce CRM

Salesforce CRM for Financial Advisors integrates with Pulse360
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

Our Other Integrations

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