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CRM Integration

Connect your CRM to centralize client relationships

Why Connect Your CRM

CRM integration enables bi-directional sync of contact information, activities, and notes. Your team can access a complete client view combining CRM relationship data with portfolio and financial information.

Supported CRM Platforms
SF

Salesforce

Fully Supported
RT

Redtail

Fully Supported
WB

Wealthbox

Fully Supported
HS

HubSpot

Fully Supported
KP

Keap (Infusionsoft)

Fully Supported
MD

Microsoft Dynamics

Fully Supported
Data Synced from CRM

Contact Information

  • Names and contact details
  • Addresses and phone numbers
  • Email addresses
  • Custom fields

Relationship Data

  • Household relationships
  • Activity history
  • Notes and tasks
  • Tags and categories
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Milemarker Platform Guide Data & Integrations