Integrations /Document Storage
Get started with Wealthbox + Dropbox
Modern CRM integrated seamlessly with advanced file storage.
Integrations /Document Storage
Modern CRM integrated seamlessly with advanced file storage.
Overview
Dropbox gives you secure access to all your files. Collaborate with friends, family, and coworkers from any device. The integration with Wealthbox allows uses to access client files in Dropbox via contact record pages in Wealthbox.
Easily attach files from Dropbox to contact records in Wealthbox.Resources
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