CRMs and 3rd party integrations

Learn more on our 3rd party integrations including intelliflo, Salesforce, Quivr, Plannr, Wealthbox and more

intelliflo

Learn more on Qwil Messenger's integration to intelliflo

  • intelliflo integration overview
  • intelliflo integration setup

    • Hubspot integration

    Learn more on Qwil Messenger's integration to Hubspot CRM

  • Hubspot integration setup
  • Hubspot integration overview

    • Zoho CRM

    Learn more on Qwil Messenger's integration to Zoho CRM

  • Zoho integration overview
  • Zoho integration setup

    • Zapier

    Learn more about Qwil Messenger's integration and automation with Zapier

  • Create a staff user using Zapier
  • Send a message on my behalf using Zapier
  • Zapier integration overview

    • Wealthbox CRM integration

    Learn more on Qwil Messenger's integration to Wealthbox CRM

  • Wealthbox integration overview
  • Wealthbox integration setup

    • Microsoft Dynamics

    Learn more on Qwil Messenger's integration to Microsoft Dynamics

  • Microsoft Dynamics integration overview
  • Microsoft Dynamics integration setup

    • Plannr

    Learn more on Qwil Messenger's integration with Plannr CRM

  • Plannr integration overview
  • Plannr integration setup

    • Quivr

    Learn more on Qwil Messenger's integration with Quivr CRM

  • Quivr integration overview
  • Quivr integration setup

    • Iress Xplan

    Learn more on Qwil Messenger's integration to Xplan

  • Iress Xplan integration overview
  • Iress Xplan integration setup

    • Salesforce

    Learn how to setup and manage your chats with your clients directly from Salesforce.

  • Salesforce connector troubleshooting (error messages explained)
  • Salesforce integration setup
  • View client chats using Salesforce
  • Invite a client using Salesforce
  • Getting started using Salesforce
  • Salesforce integration overview

    • Archive providers

    Learn more on Qwil Messenger's integration to Archive providers

  • Archive provider integration setup
  • Archive provider integration overview