Integrations
Connect your favorite tools
Everything listed here works today. Tell us what you need next and we'll prioritize it.
Everything listed here works today. Tell us what you need next and we'll prioritize it.
Import contacts from a CSV export of any CRM, custodian or spreadsheet.
After connecting Google, view and sync client email threads from Gmail when you request a sync.
After connecting Google Calendar, view and sync CRM meetings with your calendar when you request a sync.
Send contact data from Wealth Advisor CRM for email marketing campaigns in Mailchimp.
Bring your contacts across from Redtail CRM with your Redtail API key.
Bring your contacts across from Wealthbox with your Wealthbox API key.
We're constantly adding new integrations. Start your free trial today and tell us what you need.
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