Integration Sync Summary
| Integration | Backfill (History Pulled In) | Sync Speed | Filters Applied | Can Resync? |
|---|---|---|---|---|
| Gmail | 3 years of past emails | Near-instant (event-driven) | Only emails linked to CRM contacts | ❌ No |
| Outlook | 3 years of past emails | Near-instant (event-driven) | Only emails linked to CRM contacts | ❌ No |
| Redtail | Partial (not full history) | Every 24 hours | None (all contact data comes through) | ✅ Yes |
| Wealthbox | Full history | Every hour (incremental updates) | Must have: Type = Person or **Household, Active = true**, and Contact Type = Prospect or Client | ✅ Yes |
| Salesforce | Full history | Every hour (incremental updates) | None (all contact data comes through) | ✅ Yes |
| Quivr | Full history | Every hour (incremental updates) | Must have: Client Type = Household, and Record Type = Client Household, On-Boarding Client Household, or Prospect | ✅ Yes |
| HubSpot | Full history | Every hour (incremental updates) | None (contact data is selected upon connection) | ✅ Yes |
| Altruist | No history (live feed) | Near-instant (event-driven) | Access: Accounts, balances, transactions, and beneficiary information. | ❌ No |