Wealthbox CRM integration that automates tasks, synchronizes notes and starts workflows
Automation to save you headache and time. Check out how Pulse360 deeply integrates with Wealthbox CRM.
Contacts
We seamlessly pull your contact details from Wealthbox CRM into Pulse360.
Notes
We automatically send all your notes to Wealthbox CRM.
Tasks & Workflows
We magically create tasks in Wealthbox CRM and trigger workflows.
