What CRMs Integrate with Lily?
Lily integrates with many of the most popular real estate CRMs and marketing platforms to help you connect, enrich, and analyze your database automatically.
These integrations allow Lily to pull lead data, apply Lead Intelligence Scores, Personas, and Lead Types, and then push enriched insights (like tags and Saved Filters) directly back into your CRM.
Depending on your CRM, the integration will connect in one of two ways:
- API Key Integration – You’ll paste your CRM’s API key directly into Lily.
- Direct Login Integration – Reach out to our team and we'll provide a secure authentication window.
CRMs That Integrate with Lily
| CRM Name |
|---|
| Follow Up Boss |
| Brivity |
| BoldTrail |
| BoldTrail BackOffice |
| CINC |
| Cloze |
| Constant Contact |
| Dotloop |
| Encompass |
| HighLevel |
| HubSpot |
| KW Command |
| LionDesk |
| Lofty |
| Open To Close |
| Real Geeks |
| ReZEN |
| Sierra Interactive |
| Sisu |
| SkySlope |
| WiseAgent |
How to Connect Your CRM
- Go to your Lily Dashboard inside Agent Legend.
- Paste in your API Key and select your CRM from the list.
- Once connected, Lily will begin syncing your contact data.
Note: Initial data syncs may take several days, depending on the size of your database.
What Happens After Connecting
Once your CRM is connected:
- Lily automatically begins analyzing your contacts.
- Lead Intelligence Scores, Personas, and Lead Types will appear in your dashboard.
- Tags created through Saved Filters will sync back into your CRM for targeted outreach.
Don't have a CRM?
That's OK! We can process your data through Lily using a CSV upload. Just reach out to our team.
Need Help Connecting?
If you’re not sure which integration method your CRM uses or you’d like help connecting for the first time, reach out to our team at [email protected] and we’ll walk you through it.