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1. Build integration for Wealthbox

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   Future Consideration  ·  7 comments  ·  Developer Platform, APIs, & Integrations » Integrations: Other  ·  Delete…  ·  Admin →
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   Karen commented  ·  Jul 31, 2025  ·  Edit…  ·  Delete…

   Our work around through Zapier is just klunky and awful. I'd love the CRM to know and record that a client called without us having to write a note on the file

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   Karen supported this idea  ·  Jul 31, 2025