Integrations /Document Storage

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CRM and file storage to get work done effortlessly.

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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.

Attach files from Google Drive to contacts in Wealthbox.

Resources

Help Center Article
Blog Post

“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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