Integrations

Connect RiskFindr to your CRM, agency management system, and tools.

Not connected

HubSpot

Sync approved prospects and outreach activity to HubSpot CRM.

Not connected

Salesforce

Push prospects and pipeline stages into Salesforce.

Not connected

AgencyZoom

Send qualified prospects into your AgencyZoom sales pipeline.

Not connected

Applied Epic

Export accounts and contacts to your Applied Epic management system.

Not connected

EZLynx

Hand off prospects to EZLynx for quoting and servicing.

Not connected

Webhooks

Send real-time events to your own endpoints when prospects change.

Available

CSV Import / Export

Move prospects in and out of RiskFindr with a spreadsheet — no setup required.

Only integrations you have explicitly connected will show as connected. In demo mode, CRM and management-system connections are configured in production.