Integrations /Communication Tools
Get started with Wealthbox + Slack
Modern CRM integrating with modern messaging for the win!
Integrations /Communication Tools
Modern CRM integrating with modern messaging for the win!
Overview
Slack is a messaging program designed specifically for the workplace. Slack offers many IRC-style features, including persistent chat rooms organized by topic, private groups, and direct messaging. The integration with Wealthbox allows users to get real-time notifications on Wealthbox updates and activity in Slack channels.
Color-coded CRM update notifications in Slack, from Wealthbox.
Get notifications on Wealthbox CRM activity in Slack.
“The integration of Wealthbox and Slack provides a seamless and enhanced user experience between CRM activity and team communications at our firm.”
Matt Lovejoy
Advisor, AdvicePeriod
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