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Integrate with Wealthbox
We thought outside the Wealthbox and put CRM in Gmail!
Gmail is an email service provided by Google. The integration with Wealthbox Mail allows Gmail users to bi-directionally sync their email with Wealthbox in a fusion of CRM and email.
Create a new Contact in Wealthbox – from Gmail. One click.
View a Contact’s details in Gmail. Phone, address, profile, custom fields, etc.
Add a note and view a Contact’s activity history.
Save an email to Wealthbox.
Send + Save an email to Wealthbox.
Deep link to a Contact Record page in Wealthbox.
“Wealthbox integrated with Gmail provides advisory firms with amazing productivity results to help manage their businesses.”
Head of Product at Wealthbox
Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!