Integrations overview
SALT integrates with comparative raters, agency CRMs/AMS systems, data providers, and automation platforms. Integrations are configured at the agency level and toggleable per Form. Each has its own status (enabled, pending activation, needs reauth, disabled).
In short: Integrations live at the agency level. Connect each one once, then toggle it on per Form where you want it to fire. Categories: comparative raters, CRM/AMS, data providers, automation.
Categories of integrations
| Category | Examples | What they do |
|---|---|---|
| Comparative raters | EZLynx, PL Rating, QuoteRUSH, Epic Quotes | Send Submission data to rating engines for quotes |
| Agency CRM / AMS | AgencyZoom, HawkSoft | Push completed Submissions into your operational system as leads, opportunities, or customers |
| Data providers | Estated, Fenris, MeasureOne, Fize | Enrich Submissions with property data, risk scores, dec pages |
| Automation | Zapier, Webhooks | Trigger downstream workflows when Submission events fire |
| Workflow | Gaya AI | Specialized lead aggregation, routing, and underwriting workflows |
A single Submission can fire multiple integrations — a comparative rater for the quote, a data provider for property data, a CRM to log the lead.
How integrations are configured
Two layers:
- Account level — credentials and connection. You connect once for your agency.
- Per-Form toggles — once connected, choose which Forms should trigger the integration. Off by default until you turn it on.
This lets you, for example, connect AgencyZoom once and choose to push only consumer Forms (not internal staff Forms) to it.
Integration statuses
Each integration on your account has a status:
| Status | What it means |
|---|---|
| Disabled | Not configured or turned off; nothing fires |
| Pending activation | Connection initiated but not yet completed (some vendors require staff approval) |
| Enabled | Live; fires per the Form toggles |
| Needs reauth | Credentials expired or were revoked; reconnect to resume |
| Unconfigured | Partially set up but missing required configuration |
The integrations dashboard shows all of these at a glance. Reauth alerts also surface in your account header.
Connecting an integration
The general flow:
-
1
Open Integrations on your account.
-
2
Pick the vendor.
-
3
Provide credentials or authenticate (OAuth, API key, or username/password depending on the vendor).
-
4
Configure any per-vendor settings (default lead/opportunity rules, field mapping, etc.).
-
5
Toggle on the Forms that should fire the integration.
-
6
Test by submitting a sample on one of the toggled Forms.
For vendor-specific guidance, see the per-integration articles:
Data Credits
Some integrations (notably data providers — Estated, Fenris, MeasureOne) consume Data Credits per pull. See Data Credits explained for how the credit system works.
CRM and rater integrations don’t typically consume Data Credits.
Common questions
Can I have multiple CRMs connected at once? Yes — each integration is independent. Two CRMs both syncing the same Submission is fine, though you’ll want to verify there are no duplicate-creation problems on the destination side.
What happens to past Submissions when I enable an integration? Integrations fire on future Submission events by default. Some vendors support manual sync of past Submissions; check the per-vendor guide.
Why does Epic Quotes say “pending activation”? Epic Quotes requires SALT staff to approve the activation. Contact support after connecting; they’ll move it to active. See Epic Quotes guide.
My integration says “needs reauth” — what now? Open the integration and follow the reauth flow. See Connecting and disconnecting integrations.