Create Firebase / Firestore record for new Wealthbox CRM contact
So go ahead and set up this integration - it will make your life much easier!
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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!
See Wealthbox CRM IntegrationsFirebase / Firestore is an app development platform by Google that helps streamline your app's backend processes, from real-time databases to authentication. Whether scaling an existing project or starting anew, it ensures stability, agility, and growth.
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