Wealthbox

Update Wealthbox automatically with tasks, notes, and contact info.

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Connect Wealthbox to turn conversations into completed actions—Quin keeps your CRM updated and your follow-ups on track, automatically.

What you can do:

  • Auto-log notes, meetings, and emails
  • Draft tasks and workflows based on your day
  • Pull in recent client activity before your meetings
  • Keep records organized without manual entry

Related integrations

Redtail

Log calls, tasks, and notes directly into Redtail.

Wealthbox

Update Wealthbox automatically with tasks, notes, and contact info.

Pipedrive

Update Pipedrive with meeting notes, tasks, and contact activity.

Salesforce

Update Salesforce with notes, tasks, and insights from meetings and emails.