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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.
We need full integration with this application
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/wealthboxLet me know if we can assist with anything else!