All CollectionsIntegrationsCRMCRMBy Dustin1 author·11 articlesQuivr setupConnect CurrentClient with Quivr CRM in just a few steps, so your calls and texts sync to Quivr and client records stay current without manual entryData syncHow data flows between CurrentClient and Wealthbox, including which contacts, notes, and activity sync and how to keep both systems consistentWealthbox setupConnect your Wealthbox CRM to CurrentClient with this walkthrough of the entire setup process, from authorizing access to confirming your first syncTrigger actionsCreate tasks and notes and start workflows in Wealthbox directly from CurrentClient, so follow-ups happen while the conversation is still freshHubSpotConnect HubSpot to sync the contacts you choose into CurrentClient and log every call and text back to the contact timelineConnect your CRMLink your CRM so contacts flow into CurrentClient every morning and every call, text, and note is written back to the client recordPractifiConnect Practifi so your contacts sync into CurrentClient and your calls and texts are logged back to the contact recordQuick SyncPull one contact from your CRM into CurrentClient right now, without waiting for the morning syncRedtailConnect Redtail to sync the contacts you choose, file calls and texts under the right note category, and work with Redtail notes and tasks from CurrentClientSalesforceConnect Salesforce so your contacts sync into CurrentClient and your calls and texts are logged back to the contact recordSlantConnect Slant so your clients sync into CurrentClient and Slant pulls your calls and texts into each household automatically
