Integrations

Connect your CRM

Every lead the assistant captures goes straight into your CRM, tagged and ready. You still get the email and text alert either way. This just adds your CRM on top, so nothing lives only here.

Read-only in the demo

Follow Up Boss

Connected

Last lead sent 14 minutes ago

Built in natively. You paste your API key once and every captured lead posts into Follow Up Boss with the name, contact details, budget, timeline and a link back to the full transcript. On every plan.

Any other CRM, by webhook

Available

Paste a URL from Zapier, Make, or your CRM’s own inbound hook and each lead is POSTed as JSON the moment it is captured. If you are not sure yours will work, ask me before you sign up and I will confirm it rather than let you find out afterwards.

What is never at risk

Your API key is encrypted and never sent back to the browser, not even to you.
A CRM that goes down does not lose the lead. It is already in this dashboard and already emailed to you.
Disconnecting changes nothing about what you keep. Every lead and transcript exports to CSV any time.

Marisol’s demo account shows a connected state so you can see what it looks like. On a real account you connect or disconnect from this page in about a minute. See what is included →