Integrations /Communication Tools
Get started with Wealthbox + Twilio
Modern CRM integrate with programmable communication tools.
Integrations /Communication Tools
Modern CRM integrate with programmable communication tools.
Overview
Twilio provides programmable communication tools for making and receiving phone calls, sending and receiving text messages, and performing other communication functions. The integration with Wealthbox allows users to click-to-call prospects and clients from Wealthbox and automatically document the call event.
Click-to-call prospects and clients from within Wealthbox using Twilio.Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!
