Create Wealthbox CRM opportunity for new Hippo Video lead
This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Hippo Video offers a VMP that helps you take control of your video marketing. You can manage every stage from publishing and storage to analytics, sharing and reporting.
See Hippo Video IntegrationsWealthbox 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!
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