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Do you integrate with CRM systems (Wealthbox, Salesforce)? - L1 FAQ

FAQs / For Advisors

Do you integrate with CRM systems (Wealthbox, Salesforce)?

Yes. L1 can connect to popular CRMs like Wealthbox, Salesforce, and others through API integrations or data exports. This ensures your client data, proposals, and reporting can flow directly into your existing advisor workflow.