Wealthbox CRM Integrations

LegalSite has integrations with many services so that you can easily remain compliant accross all the services you already use.

Wealthbox CRM

If you use Wealthbox CRM for your customer relationship management need, then you’ll be happy to know you can integrate Wealthbox CRM with LegalSite.

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About Wealthbox CRM

Wealthbox CRM is a popular CRM tool that many companies use to handle their customer information and communications. It have 45 million users world wide and is used in many sectors.

How Wealthbox CRM works with LegalSite

LegalSite connects to Wealthbox CRM via Zapier, which means you can easily import and sync your data.

Automation is extremely important to make sure your legal and privacy compliance is optimal at all times.

Using this integration with Wealthbox CRM your customer relationship management will seamlessly fit your legal and privacy procedures.

It’s easy to get started. Try it for free!

The free edition allows you to launch your LegalSite including all features 
for getting your terms & conditions page and privacy policy page in place.