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Status Under review
Created by Guest
Created on Sep 3, 2021

Integration with WealthBox CRM

Many Financial Advisors use your service as a compliant approved product. WealthBox is gaining in market share for CRM's with leading Financial planners. A direct interation would make adoption and retention with Ring Central much stronger.

  • David Wine
    Apr 5, 2022

    We need full integration with this application

  • Rylie Perrault
    Sep 7, 2021

    Hi! Thanks for coming to the Ideas Portal!

    Please check out this RingCentral/WealthBox CRM integration, facilitated through Zaipier: https://zapier.com/apps/ringcentral/integrations/wealthbox

    Let me know if we can assist with anything else!