Integrations

Every opportunity, straight into your CRM

Connect your CRM once in your Client Portal. From then on, every opportunity we pass to you lands there within about a minute. No copying, no exports.

What arrives in your CRM

Built in: GoHighLevel, Follow Up Boss, HubSpot and REsimpli. Paste one key and pick where they land: a contact or lead in the pipeline and stage you choose, with the answers from the call.
You choose what goes where. Pick the field in your CRM for each answer from the call, or have a new field made where your CRM allows it. Anything without its own field goes in the note.
Any other CRM through Zapier or Make. Podio, Salesforce, InvestorFuse and most others.
Everything you need to follow up. The contact details, the answers from the call and a link to the call recording that plays straight from your CRM.
Your last 30 days in one click. Bring over the opportunities you already have when you connect.

Free with every campaign. You connect it yourself in a few minutes, and Iva, our AI assistant, can walk you through it.

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How to connect your CRM

Iva shows how: open Integrations, pick one of the four built-in CRMs (GoHighLevel here) or Zapier and Make, connect it, choose what goes where, and every opportunity is marked as sent. Sample data. Voiceover by Iva, our AI assistant (AI-generated voice).

Your CRM

Works with the CRM you already use

Built in

Through Zapier or Make

Can opportunities go straight into my CRM?

Yes, at no extra charge. In your Client Portal, open Integrations and connect GoHighLevel, Follow Up Boss, HubSpot or REsimpli directly (paste one key, pick where they land and choose which field each answer goes to), or connect Zapier or Make to send them to Podio, Salesforce and most other CRMs. Every approved opportunity is sent the moment it reaches you, with the contact details, the answers from the call and a link to its call recording that plays straight from your CRM. A possible deal we ask you about first is sent once you say Yes.