Notes from the Quick Notes sync over to your CRM every 2 hours.
Notes added to upcoming events will sync to your CRM at the event start time. If you tag meeting notes as Agenda and Client To-Do, they will sync into the event description.
Notes added after the event is completed will sync to your CRM in 2 hours, regardless of Agenda/Summary/Client To-Do tags.
From within Pulse360, you can also trigger workflows and create tasks. They will sync to CRM in about 3 minutes' time. Any edits made in your CRM or Pulse360 will automatically sync.
You can take In-Meeting Notes, which opens a free-form text page. At the bottom of the page, you can choose to sync it to your CRM (instantly) or save it in Pulse360.
You can also add Handwritten Notes to your contact. In your CRM, this will appear as a link to Pulse360 that opens the document.
Syncing Events, Workflows, and Tasks to CRM
Events sync both from your CRM to Pulse360 and vice versa. It may take up to 10 minutes to see updates. Please refresh your page after this time has passed.
From within Pulse360, you can also trigger workflows and create tasks. They will sync to CRM in about 3 minutes' time. Any edits made in your CRM or Pulse360 will automatically sync.
Note: Pulse360 will sync workflow templates and task categories from your CRM, and they will be selectable when creating tasks/workflows in Pulse360. In the picture below, you can see an example of workflow templates in Pulse360 and Wealthbox.
