video1.0<iframe src="https://www.loom.com/embed/a8079dc9b9594e888c1c74dd2e65cc92" frameborder="0" width="1874" height="1405" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14051874Loomhttps://www.loom.com14051874https://cdn.loom.com/sessions/thumbnails/a8079dc9b9594e888c1c74dd2e65cc92-ce03f9703c761280.gif79.107In this video, I walk you through the process of integrating your Financial Cents account with Ping. Start by navigating to the settings tab and then to the integrations page, where you can authorize the connection using the same email for both accounts. Once connected, you can sync meeting notes from Ping to Financial Cents, ensuring all client communications are streamlined. I demonstrate this by syncing a recent client meeting, and you’ll see the notes appear in Financial Cents after refreshing. Please follow these steps to enhance your workflow!