HubSpot

✓ Connected

Recruiting CRM — agent prospects, deals, tasks

BoldTrail

✓ Connected

Agent execution CRM — consumer leads, follow-up, campaigns

Zoom

✓ Connected

Auto-recorded agent consultations — Server-to-Server OAuth; meetings created + recordings pulled automatically

Twilio SMS

âš  Needs Config

Post-meeting report delivery via SMS — number live (+1 775 583 4676); awaiting A2P 10DLC carrier approval

Make.com

âš  Needs Config

Social publishing, email campaigns, Google Sheets — webhook-based

Meta / Facebook / Instagram

Via Make.com

Social posts — via Make.com webhook or future OAuth

LinkedIn

Via Make.com

Professional posts — via Make.com webhook or future OAuth

Google Business Profile

Via Make.com

Local business posts — via Make.com webhook or future OAuth

Gmail

Not Built

Email drafts and notifications — future build

Mailchimp

Not Built

Newsletters and email campaigns — future build

Deployment Lanes

Auto-Execute

CRM tasks, notes, tags, internal follow-ups, Agent IQ tasks

Human Approval

Social posts, listing marketing, email blasts, public content

Blocked / Review

Compliance risk, fair housing, guarantees, legal claims