Harbor offers integration with Wealthbox and Redtail CRM. If you use another CRM and you would like it to be supported, please contact support to let us know which CRM you use.


Benefits of Integrating your CRM

  • New campaigns that you start in Harbor are automatically created as contacts in your CRM system (if they don't exist already)
    • Paid Leads
    • Workshop registratnts
  • Automatic Birthday message campaigns
  • All e-mail, text and calling activities automatically logged in your CRM system
  • Automated Meeting Reminders and Post-Meeting Follow-up (coming soon)
  • Quarterly client check-in e-mails (coming soon)


Step-by-Step Instructions

  1. Click the "Integrations" option on the navigation menu


  2. Click "Add a CRM Integration" then choose the type of integration you'd like to support

  3. Enter your login and password for your CRM Account

  4. Success! Your account is linked.

  5. In the future, whenever a contact in Harbor is associated with a contact in your CRM, you'll be able click on the link to be taken directly to the contact in your CRM.

  6. On the Integrations page, you can also see a full record of all the transactions to/from your CRM.