Integrations
Built to fit the systems serious agencies already use.
Status reflects packaged availability today. Nothing here implies a partnership, endorsement, or a live connection until it is configured for your agency.
Browse by category.
- Planned
HealthSherpa
Enrollment
ACA enrollment workflow handoff for marketplace-focused teams.
Discuss this integration - Planned
AgencyBloc
AMS
Agency-management record sync for contacts, activity, and outcomes.
Discuss this integration - Planned
Applied Epic
AMS
Benefits and group agency-management workflows.
Discuss this integration - Configurable
Salesforce
CRM
Opportunity, activity, and evidence delivery into existing CRM objects.
Discuss this integration - Configurable
HubSpot
CRM
Contact and deal creation with source and consent fields mapped.
Discuss this integration - Configurable
Calendars
Calendar
Availability lookup and appointment booking for producer schedules.
Discuss this integration - Configurable
Email infrastructure
Email
Domain, inbox, and sending configuration for policy-gated email.
Discuss this integration - Configurable
Dialers
Voice
Outbound call and warm-transfer coordination with suppression checks.
Discuss this integration - Webhook/API
Webhooks
Automation
Event delivery to any endpoint your team controls.
Discuss this integration - Configurable
CSV / SFTP
Data transfer
Scheduled export of opportunity, outcome, and evidence records.
Discuss this integration - Webhook/API
Generic API
Automation
Programmatic access for internal tooling and custom workflows.
Discuss this integration
Need something not listed?
Webhook and API delivery covers systems without a packaged connector. Tell us what you run and we will confirm what is possible.
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