At Agent CRM, we proudly say we’re your one-stop shop—and for the most part, that’s true.

Our platform gives you everything you need to generate leads, follow up, book appointments, run ads, and close deals all in one place.

But we also know that every insurance business is unique.

Some tools are simply best-in-class for certain functions, and that’s where the Integrations section comes in.

This quick training walks you through how to connect third-party tools directly into Agent CRM for a more customized and powerful experience.

How to Access Integrations in Agent CRM

To get started:

1. Click on Settings in your left-hand menu
2. Select Integrations

You’ll now see a menu of all available integrations.

Each one will include:

• A walkthrough or setup wizard
• Optional “Learn More” links for detailed instructions
• Integration-specific settings like field mapping or triggers

What Can You Integrate with Agent CRM?

Here are just a few of the powerful tools you can connect:

• Asana – Automate task management
• Slack – Send notifications or messages directly into your channels
• Zoom – Automatically book and schedule meetings
• Stripe – Track payments or invoice status
• Facebook Ads – Sync leads directly from your Facebook campaigns

This list is always growing—our team is constantly expanding the ways you can connect your CRM to the rest of your tech stack.

⚠️ Important: Facebook Ads Integration Note

One of the most powerful integrations is with Facebook Ads—but it requires one key step most users overlook:

You MUST map your form fields.

When a lead fills out a form on Facebook, you need to tell Agent CRM where that data should go.

For example:

• “Full Name” → maps to the Name field
• “Phone Number” → maps to the Phone field
• “Favorite Hobby” (custom question) → maps to a custom field you’ve created

You can do this right inside the Facebook Form Mapping section after your page is connected.

This ensures your leads enter Agent CRM cleanly and can immediately flow into your workflows, smart lists, and automations.

Where to Find Help for Each Integration

Inside the Integrations page:

• Click any integration tile to open setup instructions
• Some will walk you through the steps directly
• Others will include a Learn More button linking to our documentation

You don’t need to guess or figure it out alone. Everything is right there for you—or just a support request away.

Final Thoughts: One System, Your Way

Agent CRM gives you everything you need to grow your insurance business—but when you want to bring in tools you already love, we make that easy too.

Whether it’s syncing leads from Facebook, sending team alerts through Slack, or organizing your to-dos in Asana, the Integrations section is your control center for building a seamless, customized workflow.

📌 Ready to get started?
Go to Settings → Integrations and follow the tutorials to connect your tools today.

Need help?
Join a Quick Fix Call or message our team—we’re happy to walk you through it.