CRM & API Integrations — Leads Delivered Your Way

Getting leads into your workflow should be simple. We offer three delivery methods — CRM/API integration, email, and SMS — and most clients are fully set up within 48 hours. You can use a single method or combine them to suit how your team works.

For CRM integrations, we handle the technical configuration on our end. You provide your API credentials or connection details, and we take care of the rest. If you're using a system we haven't connected to before, we'll work with your provider to build a custom integration at no extra cost.

No matter which delivery method you choose, every lead arrives in real-time — the moment the consumer completes their enquiry.

Delivery Methods

API / CRM Integration

Leads are pushed directly into your CRM system via API the moment they're generated. This is the most efficient delivery method for firms handling higher volumes or those who want leads automatically assigned to advisers, added to workflows, or triggering follow-up sequences. We handle the integration setup — you just provide your API details and we take care of the rest.

Email Delivery

Each lead is delivered as a clearly formatted email the instant the consumer submits their enquiry. The email includes all lead details — name, verified phone number, email address, and their specific requirements. Simple, reliable, and works with any setup. This is our most popular delivery method for individual brokers and smaller firms.

SMS Notification

Receive an SMS alert with the lead's key details — name, phone number, and enquiry summary — as soon as they come in. This is ideal for advisers who are on the move and want to call back immediately. SMS delivery can be used on its own or alongside email or CRM delivery for instant mobile alerts.

Supported CRM Platforms

FLG

Full native integration with FLG (First Lead Generation). Leads are delivered directly into your FLG account with all fields mapped automatically.

Salesforce

Direct API integration with Salesforce. Leads are created as new records in your Salesforce org with custom field mapping available.

HubSpot

Native integration with HubSpot CRM. Leads are pushed as new contacts with deal creation and workflow triggers available.

Zoho CRM

API integration with Zoho CRM. Leads are delivered as new records with full field mapping to your Zoho setup.

Pipedrive

Direct integration with Pipedrive. Leads are created as new deals or contacts and can trigger your existing automations.

LeadByte

Full integration with LeadByte for firms using it as their lead management and distribution platform.

Custom API

If you have your own system with an API endpoint, we can push leads directly to it. We'll work with your development team to set up the integration at no additional cost.

Other Systems

Using something not listed here? Get in touch. We've integrated with dozens of different CRMs and lead management systems, and we're happy to build a custom connection for your platform.

Don't see your CRM? Get in touch — we'll build the integration for you.

Integration FAQs

How long does a CRM integration take to set up?

Most CRM integrations are completed within 48 hours. For systems we've integrated with before (like FLG, Salesforce, or HubSpot), it's often same-day. For custom or less common systems, it may take a few days while we work with your provider to configure the connection.

Is there an extra cost for CRM integration?

No. CRM integration is included at no additional cost regardless of which system you use. Even custom API integrations are set up free of charge. The only cost you pay is the per-lead price.

Can I use multiple delivery methods at the same time?

Yes. Many of our clients use a combination — for example, leads pushed into their CRM via API and an SMS notification sent to the adviser's phone for immediate callback. You can mix and match delivery methods to suit your workflow.

What if my CRM isn't listed?

Get in touch and let us know what system you're using. We've integrated with a wide range of CRMs and lead management platforms beyond those listed above. If your system has an API, we can almost certainly connect to it.

Can leads be automatically assigned to specific advisers?

Yes, if your CRM supports it. We can configure the integration to include assignment rules — for example, routing leads to specific advisers based on geographic area, lead type, or round-robin distribution. The exact options depend on your CRM's capabilities.

Integrations & Lead Delivery