Integrations
Finterest works with the tools advisors already use
Finterest connects to the CRMs, data sources, and outreach tools advisory teams already use, so it fits your existing stack. Here is what it connects to and what each connection does.
Finterest connects to the CRMs, data sources, and outreach tools advisory teams already use. It pushes leads to HubSpot, Salesforce, Redtail, and Monday.com, sources prospects with Apollo and ZoomInfo, connects your own LinkedIn Sales Navigator or Recruiter account, and runs outreach through Microsoft 365 / Outlook, Google / Gmail, RingCentral, and Twilio.
CRM
HubSpot
Push qualified, warm leads to HubSpot with one click.
Salesforce
Send qualified leads into Salesforce so your pipeline stays in one place.
Redtail
Push leads to Redtail, the advisor-native CRM.
Monday.com
Connect Monday and Finterest creates a dedicated “Finterest Warm Leads” board on first connect.
Sourcing and data
Apollo
Enrich contacts with bulk contact and phone reveal.
ZoomInfo
Enrich and reveal direct dials.
LinkedIn Sales Navigator and Recruiter
Connect your own LinkedIn Sales Navigator or Recruiter account to source prospects.
Clay
Coming soonEnrich and aggregate prospect data from dozens of sources.
Outreach
Microsoft 365 / Outlook
Send from your Outlook or Microsoft 365 mailbox, track replies, and sync your calendar for scheduling.
Google / Gmail
Send from your Gmail or Google Workspace mailbox, track replies, and sync Google Calendar for scheduling.
RingCentral
Browser-based calling through a WebRTC softphone.
Twilio
Powers browser calling and messaging.
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Frequently asked questions
What does Finterest connect to?
Finterest connects to CRMs (HubSpot, Salesforce, Redtail, Monday.com), data sources (Apollo, ZoomInfo), your own LinkedIn Sales Navigator or Recruiter account, and outreach tools (Microsoft 365 / Outlook, Google / Gmail, RingCentral, and Twilio).
Does Finterest work with Salesforce?
Yes. Finterest pushes warm leads to Salesforce with one click, along with HubSpot, Redtail, and Monday.com.
Does Finterest work with HubSpot?
Yes. Finterest connects to HubSpot as a CRM destination, so you can push warm leads to it with one click.
Can I connect my own LinkedIn account?
Yes. You connect your own LinkedIn Sales Navigator or Recruiter account to source prospects.
Does Finterest integrate with Clay?
Clay is listed as coming soon. Live data-source integrations today include Apollo and ZoomInfo.