When a new contact is created in your Wealthbox CRM, you can automatically create a record for them in your Firebase / Firestore. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.
So go ahead and set up this integration - it will make your life much easier!
You Can Also Connect Firebase / Firestore or Wealthbox CRM With 1400+ Other Apps
Firebase / Firestore
Firebase / 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.
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!