CurrentClient

Dustin Belliston

Justin Morgan

Connect CurrentClient to your CRM and automation tools

Integrations

Connect CurrentClient with Quivr CRM in just a few steps, so your calls and texts sync to Quivr and client records stay current without manual entry

Quivr setup

How data flows between CurrentClient and Wealthbox, including which contacts, notes, and activity sync and how to keep both systems consistent

Data sync

Connect your Wealthbox CRM to CurrentClient with this walkthrough of the entire setup process, from authorizing access to confirming your first sync

Wealthbox setup

Create tasks and notes and start workflows in Wealthbox directly from CurrentClient, so follow-ups happen while the conversation is still fresh

Trigger actions

Connect HubSpot to sync the contacts you choose into CurrentClient and log every call and text back to the contact timeline

HubSpot

Link your CRM so contacts flow into CurrentClient every morning and every call, text, and note is written back to the client record

Connect your CRM

Connect Practifi so your contacts sync into CurrentClient and your calls and texts are logged back to the contact record

Practifi

Pull one contact from your CRM into CurrentClient right now, without waiting for the morning sync

Quick Sync

Connect Redtail to sync the contacts you choose, file calls and texts under the right note category, and work with Redtail notes and tasks from CurrentClient

Redtail

Connect Salesforce so your contacts sync into CurrentClient and your calls and texts are logged back to the contact record

Salesforce

Connect Slant so your clients sync into CurrentClient and Slant pulls your calls and texts into each household automatically

Slant

Open a text conversation or the dialer with a phone number already filled in, from your CRM, spreadsheet, or any tool that can open a link

Deep links

Connect CurrentClient to thousands of apps with Zapier, so your calls, texts, and contacts can trigger the automations your firm already relies on

Zapier

Automation

Automatically back up your CurrentClient call recordings to Google Drive, so your firm keeps its own copy organized and easy to share or review later

Google Drive

Connect CurrentClient to Slack to get notifications and archive messages in your channels, keeping your team in the loop without switching apps

Slack

Productivity

API Documentation

Link to CurrentClient's API Documentation

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

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