Integrations

Endless possibilities.

Enhance your experience with a wide variety of integrations. From everyday essentials to powerful pro add-ons.

Growth

Salesforce

Sync accounts, contacts, opportunities, and activities. Every Card tap and content view maps back to the right Salesforce record automatically.

Wealthbox

Pull households, contacts, and activities from your Wealthbox workspace. Spontivly fills in the engagement and attribution data your CRM was missing.

Redtail

Sync households, opportunities, and advisor activities from Redtail. Card taps, AI citations, and email engagement flow back as enrichment.

Slant CRM

Pull Slant's pipeline and activity records into Spontivly's analytics layer. Every contact ends up with a complete engagement footprint.

Hubspot

Sync contacts, deals, and activity timelines from HubSpot. Marketing engagement and pipeline merge into one source of truth for the firm.

Microsoft Dynamics

Pull accounts, contacts, opportunities, and activities from Dynamics. Pipeline, engagement, and growth analytics finally live in one place.

Operations

Cal.com

Every booking from Cal.com flows into Spontivly. Discovery calls, follow-ups, and recurring reviews become structured data in your pipeline view.

Calendly

Every Calendly booking syncs into Spontivly. See when discovery calls happen, who showed up, and how meeting cadence ties to retention.

Outlook Calendar

Meeting cadence, attendees, and duration sync from Outlook Calendar. Calendar data becomes the engagement-pulse signal your retention model needs.

Microsoft Outlook

Email metadata syncs from Outlook. Volume, response times, and thread depth feed engagement scoring without storing message content.

Gmail

Email metadata syncs from Gmail. We measure response time, thread depth, and engagement cadence per household. Message content stays where it lives.

Google Calendar

Meeting cadence and attendees sync from Google Calendar. Spontivly converts calendar activity into the engagement signal that flags client drift early.

Zocks

Meeting transcripts and AI summaries sync from Zocks. Conversation insights enrich both the compliance audit trail and the engagement model.

Jump

AI-generated meeting notes from Jump flow into the household record. Transcripts, action items, and sentiment feed compliance and engagement scoring.

GoogleDrive

Documents, planning artifacts, and client-facing decks sync from Drive. Spontivly references them in audit packs and Lonni's answers.

Digital Marketing

Facebook

Page engagement, post reach, and ad performance sync from Facebook. Platform data ties back to firm presence and lead attribution.

Linkedin

Company page metrics, advisor post performance, and connection growth sync from LinkedIn. You see where your firm shows up and what drives the leads.

Linkedin Sales Navigator

Prospect identification and saved searches sync from Sales Navigator. Advisor outreach becomes structured, attributable pipeline.

Youtube

Channel views, watch time, subscriber growth, and traffic sources sync from YouTube. Long-form content gets credit for the leads it actually drives.

Mailchimp

Sends, opens, clicks, list growth, and unsubscribes sync from Mailchimp. Email becomes a measurable contributor to firm pipeline.

Google Analytics (GA4)

Website traffic, conversions, and source attribution flow in from GA4. Spontivly closes the loop between content and pipeline.

Google Search Console

Branded search rank, impressions, and click-through data sync from Search Console. The discovery layer your firm depends on, measured weekly.

Constant Contact

Sends, opens, clicks, and list health sync from Constant Contact. Every advisor and every campaign measured side by side.

Eventbrite

Event registrations, attendance, and lead capture sync from Eventbrite. Conference booths and webinars finally get credit for the pipeline they create.

X

Tweet engagement, follower growth, and link clicks sync from X. Thought leadership becomes a measurable pipeline contributor.

Beehiiv

Newsletter subscribers, opens, clicks, and growth data sync from Beehiiv. The most-read pieces get attributed to the leads they generate.

Google Business Profile

Reviews, profile views, direction requests, and call clicks sync from Google Business. Local discovery becomes part of the marketing performance picture.

Typeform

Every form submission flows into Spontivly. Lead capture, intake, and survey responses route to the right household record automatically.

AI & Agents

Anthropic (Claude)

We query Claude with your firm's intent prompts. Citation rate, sentiment, and answer prominence sync into your AEO coverage view.

OpenAI (ChatGPT)

We query ChatGPT with your firm's intent prompts. The platform tracks how often ChatGPT names your firm, where, and where the gaps are.

Gemini

We query Gemini with your firm's intent prompts. Citation tracking shows where your firm leads, where it lags, and what's improving week over week.

Perplexity

We query Perplexity with your firm's intent prompts. Citation rate and source authority flow into the AEO performance view.

Microsoft Copilot

We query Copilot with your firm's intent prompts. The newest AI search surface gets measured alongside Claude, ChatGPT, Gemini, and Perplexity.