Integrations

The systems you already run, connected

Botsplash CRM is the system of action; your systems of record stay where they are. What flows, and in which direction, is confirmed for your setup before a pilot starts.

Ask about your systemsDeveloper docs
Works with the CRM you keep
Systems of record

Confirmed per setup, never assumed

The connections that matter most are the ones no logo wall can promise. We scope them one by one.

Loan origination systems

Applications and milestones mirrored into the CRM; the LOS stays authoritative for the loan file.

Point-of-sale applications

A started or abandoned application becomes a signal on the Lead; the POS keeps the intake.

Agency management systems

Policy terms and renewal dates drive renewal Leads; the AMS stays the policy record and the rating engine.

Dialers and contact centers

Numbers, dispositions and suppression as workflow steps; the conversation lands on the record.

Directory

Named integrations

What each system does, and what Botsplash does with it. A name here is an integration target, not an endorsement or a partnership; the exact objects and direction are confirmed for your setup.

CRMs and sales platforms you keep

Customer Engagement runs inside or beside the CRM you already have: conversations, consent and appointments land on the record you keep.

CRM

Salesforce

The CRM many lenders and agencies standardize on: contacts, leads and opportunities, with an app marketplace and reporting.

  • Leads, contacts and opportunities
  • App marketplace
  • Reports and dashboards
With Botsplash
  • Text and chat from the Lead or Contact record through the Botsplash widget for Salesforce; every conversation is logged on the record
  • Opt-outs and consent fields kept in step between the two systems
  • Botsplash CRM Leads and activity mirrored to Salesforce objects by field mapping, with one owner per field

How it connects: Installed in your org by the Botsplash team; object and field mapping agreed per setup.

Customer EngagementDetails →
CRM

HubSpot

Marketing automation and CRM: contacts, deals, sequences, meetings and email tracking.

  • Contacts and deals
  • Marketing automation
  • Meetings and email tracking
With Botsplash
  • Messaging inside HubSpot: SMS and chat from the contact, with the thread on the HubSpot timeline
  • Contact properties, campaign attribution and opt-outs synced
  • HubSpot keeps marketing; Botsplash CRM owns the Lead, the clock and the next step, with the campaign carried onto the Lead

How it connects: HubSpot app connection by OAuth; property mapping per setup.

Customer EngagementDetails →
CRM

Follow Up Boss

A real-estate CRM for agent teams: lead routing, call and email logging, action plans.

  • Lead routing for agent teams
  • Call and email logging
  • Action plans
With Botsplash
  • Texts and chats sent from Botsplash logged on the Follow Up Boss person
  • New leads captured in Botsplash chat posted to Follow Up Boss
  • For lenders working with agent partners, referral Leads keep their Follow Up Boss source in Botsplash CRM

How it connects: API key from your Follow Up Boss account.

Customer EngagementDetails →
CRM

Velocify

A lead management and sales dialer platform for mortgage call centers.

  • Lead distribution
  • Sales dialer
  • Lead-source posting
With Botsplash
  • Customer Engagement next to the lead manager through the APIs: two-way texting and chat on the lead, replies logged
  • Botsplash CRM can take the handoff after first contact, or own intake and routing end to end, with the LOS left authoritative
  • Returning borrowers matched to the Contact rather than merged into an old lead

How it connects: API-based; the objects and direction are confirmed per setup.

Customer EngagementDetails →
CRM

Insellerate

A mortgage CRM with lead management, automated marketing and a dialer.

  • Lead management
  • Automated marketing
  • Dialer
With Botsplash
  • Texting and chat from Botsplash alongside the CRM, with conversations logged back
  • Consent and opt-outs on the Botsplash Contact, applied to every channel
  • Botsplash CRM coexists on the same borrower record where a team needs eligibility routing and response clocks

How it connects: API-based; confirmed per setup.

Customer EngagementDetails →
CRM

Ricochet360

An all-in-one phone system, power dialer and lead-management CRM sold per seat.

  • Power dialer
  • Caller-ID reputation tools
  • Email and SMS automation
With Botsplash
  • Two-way conversations on SMS, chat and messaging in Botsplash while the dialer keeps the calls
  • Lead and disposition data exchanged by API where the scope is agreed
  • Botsplash CRM for multi-state routing, queues and escalation where a dialer-first tool has run out

How it connects: Scoped per setup before anything flows; ask us rather than assume.

Customer EngagementDetails →
CRM

LeadMailbox

A cloud lead-management platform with email, SMS and telephony for teams that buy leads.

  • Lead capture from vendors
  • Email, SMS and telephony
  • Lead organization
With Botsplash
  • Leads captured in LeadMailbox reach Botsplash with their source, so the conversation starts on the right record
  • Botsplash texting and chat alongside LeadMailbox telephony
  • Botsplash CRM as the intake and routing layer where a team needs eligibility rules and clocks

How it connects: API-based; confirmed per setup.

Customer EngagementDetails →
CRM

Quickbase

A no-code platform for custom business apps, tables and workflows.

  • Custom apps and tables
  • Workflow automation
  • Reporting
With Botsplash
  • Botsplash events (conversation started, lead captured, consent changed) written to Quickbase tables
  • Operational data held in Quickbase surfaced as fields on the Botsplash Lead
  • Botsplash CRM workflows can open tasks from Quickbase records

How it connects: Quickbase API token, or through Zapier.

Customer EngagementDetails →

Lead sources, marketplaces and lending data

Leads arrive with their source, campaign and consent evidence, the clock starts on arrival, and a returning borrower matches to the Contact you already have.

Analytics

ActiveProspect

Consent evidence and lead routing for teams that buy leads: TrustedForm certificates and LeadConduit delivery.

  • Consent certificates
  • Lead filtering and routing
  • Lead delivery
With Botsplash
  • The consent certificate stored on the Lead as evidence before the first message goes out
  • Leads delivered to the Botsplash intake endpoint with source and campaign
  • Botsplash CRM routing can require the certificate before a Lead is offered

How it connects: LeadConduit delivery to the Botsplash receiver URL; certificate field mapped to the Lead.

Botsplash CRMCustomer EngagementDetails →
Analytics

Verisk

Lead identity and origin evidence for purchased leads.

  • Lead identity token
  • Consent and origin evidence
  • Lead quality signals
With Botsplash
  • The identity token captured with the Lead and kept as consent evidence
  • Botsplash CRM can require the token before outreach and show it to the owner on the Lead
  • Lead quality signals available to routing and scoring rules

How it connects: Token captured on your form or by your lead source and mapped to the Lead.

Botsplash CRMDetails →
LeadGen

Lendgo

A mortgage lead marketplace delivering consumer inquiries to lenders.

  • Consumer mortgage inquiries
  • Real-time lead delivery
  • Source attribution
With Botsplash
  • Leads posted in real time to the Botsplash intake endpoint; the clock starts on arrival
  • Source and campaign on the Lead for source-to-funded reporting
  • A returning borrower becomes a new Lead on the existing Contact, not a duplicate

How it connects: Receiver URL per lead source; the marketplace representative turns delivery on.

Botsplash CRMCustomer EngagementDetails →
Pricing Engine

Mortech

A mortgage pricing engine: product eligibility and investor pricing.

  • Product eligibility
  • Investor pricing
  • Rate quotes
With Botsplash
  • Pricing scenarios pulled into the conversation so a loan officer answers a rate question from the record
  • The quoted scenario stored on the Lead in Botsplash CRM
  • Rate-watch signals can open a recapture Lead when a scenario improves

How it connects: Pricing engine credentials per workspace; products and scenarios confirmed per setup.

Botsplash CRMCustomer EngagementDetails →

Messaging channels

Built into Customer Engagement: each channel lands in the same inbox, on the same Contact, with consent captured per channel.

Messaging

Facebook Messenger

Messenger conversations from your Facebook Page.

  • Page messaging
  • Lead conversations
  • Rich replies
With Botsplash
  • A built-in channel: Messenger threads in the same inbox as SMS and chat
  • Consent captured per channel and the thread kept on the Contact
  • A Messenger inquiry becomes a Lead with its source in Botsplash CRM

How it connects: Connect your Facebook Page from the Botsplash channel settings.

Customer EngagementBotsplash CRMDetails →
Messaging

Instagram

Direct messages from your Instagram business account.

  • Direct messages
  • Story and post replies
  • Business account messaging
With Botsplash
  • A built-in channel: Instagram DMs in the shared inbox
  • The thread on the Contact, with consent per channel
  • An Instagram inquiry becomes a Lead with its source in Botsplash CRM

How it connects: Connect the Instagram business account from the Botsplash channel settings.

Customer EngagementBotsplash CRMDetails →
Messaging

WhatsApp

WhatsApp Business conversations with approved message templates.

  • Two-way messaging
  • Message templates
  • Media and documents
With Botsplash
  • A built-in channel: WhatsApp in the shared inbox, templates for the first message
  • Consent per channel and the thread on the Contact
  • A WhatsApp conversation lands on the Lead in Botsplash CRM

How it connects: WhatsApp Business account connected through Botsplash.

Customer EngagementBotsplash CRMDetails →
Agent Tools

BombBomb

Video email and video messaging for sales teams.

  • Recorded video messages
  • Video email
  • View tracking
With Botsplash
  • Video links sent inside a Botsplash conversation on SMS or chat
  • Views logged on the conversation
  • Botsplash CRM workflows can add a video step to a follow-up cadence

How it connects: Account link from the Botsplash settings.

Customer EngagementDetails →

Email, calendars and identity

Sign-in, calendars and user provisioning. Your mailbox stays your mailbox.

OAuth

G Suite

Google Workspace: Gmail, Calendar, Drive and Docs.

  • Gmail
  • Google Calendar
  • Single sign-on
With Botsplash
  • Sign in with Google for your team
  • BookMe reads calendar availability and writes bookings back
  • Gmail stays your mailbox; Botsplash does not replace it

How it connects: Google sign-in and calendar access granted by each user.

Customer EngagementBotsplash CRMDetails →
OAuth

Office 365

Microsoft 365: Outlook, Teams, Word, Excel and more.

  • Outlook mail and calendar
  • Microsoft sign-in
  • Teams
With Botsplash
  • Sign in with Microsoft for your team
  • BookMe reads Outlook calendar availability and writes bookings back
  • Outlook stays your mailbox; Botsplash does not replace it

How it connects: Microsoft sign-in and calendar access granted by each user.

Customer EngagementBotsplash CRMDetails →
OAuth

Okta

Identity and access management: single sign-on and user lifecycle.

  • Single sign-on
  • User provisioning
  • Access policies
With Botsplash
  • Single sign-on for agents and admins
  • Users provisioned and their state-licensing attributes updated through the Botsplash API
  • Role and workspace access aligned with your identity groups

How it connects: A SAML or OpenID Connect app in Okta; provisioning through the API.

Customer EngagementBotsplash CRMDetails →

Contact center, support and compliance tooling

Calls stay on your contact-center platform; Botsplash carries the text and chat conversations and keeps suppression data on the record.

Dialer

NICE inContact

A cloud contact-center platform: omnichannel routing, dialer and workforce tools.

  • Call routing and dialer
  • Workforce management
  • Contact-center analytics
With Botsplash
  • Calls stay on the contact-center platform; Botsplash carries the text and chat conversations
  • Numbers, dispositions and suppression exchanged as Botsplash CRM workflow steps
  • The conversation and the call land on the same Contact

How it connects: API-based; the exchange is confirmed per setup.

Customer EngagementBotsplash CRMDetails →
CRM

Freshdesk

Customer support ticketing with automations and multi-channel queues.

  • Ticketing
  • Support automations
  • Knowledge base
With Botsplash
  • A Botsplash conversation turned into a Freshdesk ticket when it needs support
  • Ticket status shown back on the Contact
  • Agents keep the chat history when the ticket is handed over

How it connects: Freshdesk API key.

Customer EngagementDetails →
CRM

Zendesk

Customer service ticketing, reporting and messaging.

  • Ticketing
  • Reporting
  • Help center
With Botsplash
  • A Botsplash conversation turned into a Zendesk ticket when it needs support
  • Ticket status shown back on the Contact
  • Agents keep the chat history when the ticket is handed over

How it connects: Zendesk API token.

Customer EngagementDetails →
Agent Tools

Contact Center Compliance

Do-not-call and litigator data for outbound teams.

  • DNC list scrubbing
  • Litigator and complainer data
  • State rule data
With Botsplash
  • DNC status synced into Botsplash so a flagged number is visible before outreach
  • Suppression applied as a Botsplash CRM workflow step on the Lead
  • Scrub results kept on the record for your compliance team

How it connects: Account connection; scrub schedule agreed per setup.

Botsplash CRMCustomer EngagementDetails →

Marketing, analytics and automation

Botsplash events flow out to the tools that run campaigns and measure the site; attribution flows back onto the Lead.

Automation

Iterable

Cross-channel marketing: email, SMS, push and in-app campaigns.

  • Campaign journeys
  • Audience segments
  • Event-driven messaging
With Botsplash
  • Botsplash events (conversation started, lead qualified, consent changed) trigger or suppress Iterable campaigns
  • A STOP in Botsplash reaches the campaign tool
  • Campaign attribution carried onto the Lead in Botsplash CRM

How it connects: Iterable API key and an event mapping.

Customer EngagementBotsplash CRMDetails →
Automation

Zapier

No-code automation between thousands of apps.

  • Triggers and actions
  • Multi-step zaps
  • App catalog
With Botsplash
  • Triggers on new lead, new conversation and consent change
  • Actions to create a Lead or send a message
  • Botsplash CRM upserts by identity, so a zap never creates a duplicate Contact

How it connects: Botsplash app in Zapier.

Customer EngagementBotsplash CRMDetails →
Analytics

Google Analytics

Web analytics for traffic, behavior and conversions.

  • Traffic and behavior
  • Conversion events
  • Attribution
With Botsplash
  • Chat started and lead captured sent as analytics events
  • Landing page and campaign parameters captured on the Lead in Botsplash CRM
  • Source-to-funded reporting that starts at the click

How it connects: Measurement ID in the chat widget settings.

Customer EngagementBotsplash CRMDetails →
Analytics

Fullstory

Session replay and digital experience analytics.

  • Session replay
  • Funnels
  • Frustration signals
With Botsplash
  • Chat widget interactions visible in session replays
  • Conversation events sent for funnel analysis
  • Your analytics data stays in your analytics tool

How it connects: Script tag on the site; event names agreed per setup.

Customer EngagementDetails →
Analytics

Hotjar

Heatmaps, recordings and feedback for websites.

  • Heatmaps
  • Recordings
  • Surveys
With Botsplash
  • Chat widget interactions visible in recordings and heatmaps
  • Conversation events sent as Hotjar events
  • Your analytics data stays in your analytics tool

How it connects: Script tag on the site.

Customer EngagementDetails →

Websites

The chat widget and the lead forms on the site you already run.

CMS

WordPress

The content management system behind many lender and agency sites.

  • Pages and themes
  • Plugins
  • Forms
With Botsplash
  • The chat widget on every page through a plugin or script
  • Site forms posted to Botsplash so a form fill becomes a Lead with its page and campaign
  • Routing by the page the visitor was on

How it connects: Plugin or a script tag; form fields mapped to the Lead.

Customer EngagementBotsplash CRMDetails →
CMS

Umbraco

An open-source .NET content management system.

  • Pages and templates
  • Forms
  • Extensibility
With Botsplash
  • The chat widget on every page through a script tag
  • Site forms posted to Botsplash so a form fill becomes a Lead with its page and campaign
  • Routing by the page the visitor was on

How it connects: Script tag; form fields mapped to the Lead.

Customer EngagementBotsplash CRMDetails →

Questions about integrations

Does a listing here mean Botsplash is a partner of that company?

No. These are systems Botsplash connects to or has connected to for customers. Names are integration targets, not endorsements or partnerships, and each page says what the integration does.

My system is not listed. Can you still connect it?

Usually. Both products expose APIs and webhooks, and the CRM upserts records by natural key so a nightly load or a real-time feed can be built without a pre-built connector. We scope it before a pilot and write down what flows.

What does "confirmed per setup" mean?

Before anything flows we list the objects, the fields, the direction, the system of record for each field and the permissions needed on your side. That list is part of the pilot scope, so nobody discovers a one-way sync in month three.

Which system wins when two disagree?

The system of record for that field, which you choose. The LOS for the loan, the AMS for the policy, the CRM for the owner, the clock and the next step. Writes carry a stale check so a sync cannot overwrite an agent’s edit silently.

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