Pulse360 and Your CRM – How do we dance?

Explore how Pulse360 works with Redtail, Wealthbox, and Salesforce CRM and how it benefits your practice.

Spend time on this page if these are your goals

You want to understand how we sync with your CRM.
You want to see how you can become more efficient because of our integrations
You want to reduce the post-meeting work.
You don’t want to do double-entry.

Check out the 5-minute video to learn more about our CRM integration

Enhance efficiency via automation

Pulse360 connects with Redtail, Wealthbox, and Salesforce CRM in a similar manner. When integrated with a CRM, Pulse360 enhances efficiency by automating tasks and reducing manual input.

Upon integration with a CRM, Pulse360 pulls essential client data such as:

Name
Physical address
Email
Date of birth (Note: Social Security numbers are not pulled for security reasons)

Additionally, Pulse360 synchronizes with your CRM calendar, importing all scheduled meetings and events and linking them to the relevant contacts.

Creating Agendas and Meeting Summaries

Pulse 360 allows you to create and send agendas and meeting summaries efficiently, directly connected to the events imported from your CRM calendar. You can manually create your meeting events if you are not using the CRM calendar. This ensures that all of your notes are organized under a particular meeting date/time.

Task Creation and Workflow Management

Task Syncing: Tasks created in Pulse360, like following up on a client’s tax return, are automatically synced back to your CRM, ensuring team alignment and follow-up.
Workflow Triggering: Initiate workflows directly from Pulse360, pulling in existing workflows from your CRM for seamless management. Note that we currently do not support this for Salesforce.

Note-Taking and Document Syncing

Handwritten Notes: If you take notes on an iPad within Pulse360, the link for these notes is automatically sent to the corresponding contact record in your CRM.
During the Meeting Notes: A built-in feature resembling Microsoft Word in Pulse360 allows for note-taking during meetings. With a simple sync button, these notes are transferred to the contact’s record in your CRM.
Other Notes: The other notes you take within the system will sync over within a 2-hour time window.

quick tips using Pulse360 - compliance documentation software for financial advisors

Add To Meeting Tag

If you would like your notes to be added to the meeting description of your CRM, just apply the “Add to Meeting” tag, and it will automatically be sent to your meeting description. Check if your CRM sends your clients a notification.

Want to implement but don’t know where to start?

Email us, and let’s discuss your current process and the new way

Frequently Asked Questions

Are you a CRM?

We are not. Pulse360 is a documentation and automation engine.

So, who works in Pulse360 and who uses the CRM?

Typically, the advisors will use Pulse360 to take meeting notes and create meeting summaries and tasks. Those end up in the CRM for the team to work on.

We don’t have a CRM – will Pulse360 still work?

Yes. Pulse360 is a stand-alone software that many advisors use without integration with their CRM. They like the different deliverables and better note organization with Pulse360.

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