40 INTEGRATIONS

CRM integrations. Every call logged, no data entry.

AgentZap connects to 40 CRMs, creating contacts, logging call summaries, and attaching bookings automatically, so your pipeline reflects every conversation without anyone typing notes. Leads captured at 9 PM show up assigned and summarized by morning. Plans start at $109/month.

The most expensive CRM problem is the call that never makes it in. AgentZap answers, captures who called and why, and writes it into HubSpot, Salesforce, Pipedrive, or any CRM below, with the transcript attached. Follow-up starts from a record, not from memory.

Last updated August 5, 2026

[01] ALL CRM INTEGRATIONS

Every platform, one receptionist.

Agency Matrix
Agency Matrix
AI receptionist for Agency Matrix cloud-based insurance agencies. Answers calls, captures claims, handles COI requests.
AgencyZoom
AgencyZoom
AI receptionist for AgencyZoom insurance sales teams. Answers calls, captures leads, feeds pipeline.
AMS360
AMS360
AI receptionist for Vertafore AMS360 insurance agencies. Answers calls, captures claims, routes by policy type.
Applied Epic
Applied Epic
AI receptionist for Applied Epic P&C insurance agencies. Answers calls, captures claims FNOL, COI requests, quote leads.
Black Diamond
Black Diamond
AI receptionist for Black Diamond (SS&C) wealth management firms. Answers calls, books portfolio reviews, qualifies HNW prospects.
Boomtown
Boomtown
Real estate CRM with predictive lead gen and team tools.
Chime
Chime
Real estate CRM and IDX platform with AI lead nurturing.
eMoney Advisor
eMoney Advisor
AI receptionist for eMoney Advisor financial planning firms. Answers calls, books planning sessions.
EZLynx
EZLynx
AI receptionist for EZLynx insurance agencies. Answers calls, captures claims, routes by policy type.
Follow Up Boss
Follow Up Boss
Real estate CRM.
HawkSoft
HawkSoft
AI receptionist for HawkSoft independent insurance agencies. Answers calls, captures claims, handles ACORD forms.
HubSpot
HubSpot
CRM and marketing platform.
kvCORE
kvCORE
All-in-one real estate platform by Inside Real Estate.
Lead Docket
Lead Docket
Legal lead management.
LionDesk
LionDesk
Real estate CRM with AI lead follow-up and power dialer.
MoneyGuidePro
MoneyGuidePro
AI receptionist for MoneyGuidePro (Envestnet) financial advisors. Answers calls, books planning sessions.
NowCerts
NowCerts
AI receptionist for NowCerts cloud-based insurance agencies. Answers calls, handles ACORD forms, e-signature routing.
Orion
Orion
AI receptionist for Orion Portfolio Solutions wealth management. Answers calls, books reviews, qualifies prospects.
Pipedrive
Pipedrive
Sales-focused CRM.
QQCatalyst
QQCatalyst
AI receptionist for QQCatalyst (Vertafore) insurance agencies. Answers calls, triggers workflows, captures leads.
Real Geeks
Real Geeks
Real estate lead gen platform with IDX sites and CRM.
Riskalyze
Riskalyze
AI receptionist for Riskalyze (Nitrogen) financial advisors. Answers calls, books risk assessments.
Salesforce
Salesforce
Enterprise CRM platform.
Top Producer
Top Producer
Real estate CRM with MLS integration and Market Snapshot.
Wise Agent
Wise Agent
Real estate CRM for agents and teams.
Zoho CRM
Zoho CRM
CRM for growing businesses.
ActiveCampaign
ActiveCampaign
Marketing automation and CRM.
Agile CRM
Agile CRM
All-in-one CRM.
Capsule
Capsule
Simple online CRM.
ClientRock
ClientRock
Business CRM software.
Close
Close
CRM for inside sales.
Copper
Copper
Google Workspace CRM.
Freshsales
Freshsales
AI-powered sales CRM.
Keap
Keap
CRM for small business.
LeadConnector
LeadConnector
CRM lead management.
Lexicata
Lexicata
Legal client intake CRM.
noCRM.io
noCRM.io
Lead management software.
Nutshell
Nutshell
CRM to close more deals.
Redtail CRM
Redtail CRM
CRM for financial services.
Wealthbox
Wealthbox
CRM for financial advisors.

Not seeing your platform? Browse all 240+ integrations or connect through Zapier.

[03] FAQ

CRM integrations, answered.

Does AgentZap update my CRM automatically?

Yes. After every call the AI creates or updates the contact, logs a summary with the caller's reason, and attaches any booking. It connects to 40 CRMs natively, including HubSpot, Salesforce, and Pipedrive, and thousands more through Zapier.

Can it qualify leads before they hit the pipeline?

Yes. You define the qualifying questions, budget, timeline, service area, and the AI asks them on the call. Qualified leads land in your CRM flagged for follow-up, and poor fits are filtered out before they cost your team time.

What does it cost compared to hiring someone for data entry?

Plans run $109 to $899 per month flat. A single hire doing intake and data entry costs $2,800 or more per month for 40 hours a week. The AI covers all 168 hours and never forgets to log a call. See the full cost comparison.

Connect your stack. Answer every call.

From $109/mo with a 30-day money-back guarantee. Setup takes minutes, not migrations.