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Integration

Primary Industry Served

Integration Type

Method

 

Agile CRM

Transaction Ingestion

 

Zapier

AMS360

Insurance

Transaction Ingestion

API

 

ARIVE

Mortgage

Transaction Ingestion

SSO, hierarchy data ingestion

 

Zapier

BambooHR

Human Resources

Transaction Ingestion

 

API

Brokermint

Real Estate

Transaction Ingestion

 

API

Bytepro

Mortgage

Transaction Ingestion

API

 

Calendly

Transaction Ingestion

OAuth

 

DocuSign

Transaction Ingestion

API

 

Dotloop

Real Estate

Transaction Ingestion

 

OAuth

Encompass

Mortgage

Transaction Ingestion

API

 

Follow Up Boss CRM

Real Estate

Transaction Ingestion

 

Zapier

Greenhouse

Human Resources

Transaction Ingestion

API

 

Hawksoft

Insurance

Transaction Ingestion

 

API

HROne

Human Resources

Transaction Ingestion

API

/wiki/spaces/Engineering/pages/2477621388

Transaction Ingestion

OAuth

 

Insightly

 

API

Insperity

Human Resources

Transaction Ingestion

API

 

Jira

Transaction Ingestion

 

OAuth

LendingPad

Mortgage

Transaction Ingestion

Zapier

 

MergeATS

Transaction Ingestion

 

MergeHRI

Transaction Ingestion

 

Microsoft Azure

SSO, hierarchy data ingestion

OAuth

Microsoft Teams

Social Integration

 

OAuth

Monday.com

Human Resources

Transaction Ingestion

Zapier

 

Okta

SSO, Hierarchy Ingestion

 

API & OAuth

Paperless Pipeline

Real Estate

Transaction Ingestion

Zapier

 

Pipedrive

Transaction Ingestion

 

API

QQCatalyst

Transaction Ingestion

 

API

Salesforce

Review Data Export

OAuth

Salesforce FinServ Cloud

Financial Services

Transaction Ingestion

OAuth

 

Salesforce Sales Cloud

Transaction Ingestion

 

OAuth

Salesforce Service Cloud

Transaction Ingestion

  •  Skyslope

OAuth

SFTP

General

Transaction Ingestion

SFTP

SkySlope

Real Estate

Transaction Ingestion

API

 

Slack

Social Integration

 

Smartsheet

Transaction Ingestion

Zapier

 

Tableau

Transaction Ingestion?

 

Advanced Reporting

API

Total Expert

Mortgage

Integration**

 

API

Woo Commerce

E-commerce

Transaction Ingestion

API

 

Workable

Human Resources

Transaction Ingestion

API

 

Zenefits

Human Resources

Transaction Ingestion

API

 

Zoho CRM

Transaction Ingestion

OAuth