Wealthbox OAuth Integration & Dashboard Improvements

This release delivers a major upgrade to the Wealthbox CRM integration with OAuth-based syncing, adds recent calls to the dashboard, and refines calling and notification behavior.

• Wealthbox OAuth Integration

  New

  Wealthbox CRM sync now uses individual OAuth connections, enabling per-user data permissions and more reliable contact and activity syncing.

• Redtail CRM Note Categories

  New

  Notes pushed to Redtail CRM now include category support, so call logs and activities are properly organized in your CRM.

• Recent Calls on Dashboard

  New

  Your most recent calls now appear directly on the dashboard with an improved call-back button for quick follow-ups.

• Contact Permissions Overhaul

  Improvement

  Contact filtering and conversation permissions now use a dedicated access API, improving edge cases with deleted contacts and phone number-based lookups.

• Android Calling Improvements

  Fix

  Improved ring volume on Android, smoother proximity sensor behavior during calls, and cleaner single-connection call handling.

• Notification & Call Routing Improvements

  Fix

  Refined push notifications, accurate answered and missed call status, dependable ringing across devices, and inbound call recording settings.

• CRM Sync Improvements

  Fix

  Smoothed out HubSpot and Wealthbox sync, Redtail syncing, and the background data refresh pipeline for more consistent CRM updates.