4.2. Integrations

• Agile CRM (zap)

tx. data ingestion

• AMS360

Insurance

• ARIVE (zap)

Mortgage

• Azure

SSO, hierarchy data ingestion

• BambooHR

Human Resources

• Brokermint

Real Estate

• Bytepro

Mortgage

• Calendly

tx. data ingestion

• DocuSign

• Dotloop

Real Estate

• Encompass

Mortgage

tx. data ingestion

• Financial Services Cloud

Financial Services

• Follow Up Boss CRM (zap)

Real Estate

• Greenhouse

Human Resources

• Hawksoft

Insurance

• HROne

Human Resources

• Hubspot

• Insightly (zap)

• Insperity

Human Resources

• JIRA

• LendingPad

Mortgage

• MergeATS

• MergeHRI

• Monday.com

Human Resources

tx. data ingestion

• Okta

SSO, hierarchy data ingestion

• Paperless Pipeline

Real Estate

• Pipedrive

• QQCatalyst

• Salesforce Sales Cloud

tx. data ingestion

• Salesforce Service Cloud

• Skyslope

Real Estate

• Smartsheet (zap)

• Tableau

• Total Expert

Mortgage

• Woo Commerce

E-commerce

• Workable

Human Resources

• Zenefits

Human Resources

• Zoho CRM