Wealthbox CRM + Skype for Business Integrations

Syncing Wealthbox CRM with Skype for Business is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

About Skype for Business

Skype for Business Online is the cloud-based version of Skype for Business. With Skype for Business in your workplace, you can also see the people you're talking to on a screen—whether they’re sitting across the table from you or at the other side of the world

Skype for Business Integrations
Connect Wealthbox CRM + Skype for Business in easier way

It's easy to connect Wealthbox CRM + Skype for Business without coding knowledge. Start creating your own business flow.