Wealthbox + Google Drive

CRM and file storage to get work done effortlessly.

Overview

Google Drive is a file storage and synchronization service developed by Google. The integration with Wealthbox allows users to easily access client files in Google Drive via contact record pages in Wealthbox.


Resources

Blog post

Wealthbox 1.2 – Integrations with Online File Sharing Services

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Steve Carroll
“Wealthbox integrated with Google Drive provides advisory firms with amazing productivity results to help manage their businesses.”

Steve Carroll, Head of Product at Wealthbox

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