Integrations with your existing systems
Connect RQ to HubSpot, Xero, Outlook, intelliflo and more. Sync referral data with your CRM and back-office tools automatically.
Connect RQ with your CRM, practice management, and accounting software. Reduce duplicate data entry and keep systems synchronised with bi-directional integrations.
Key Benefits
- HubSpot CRM integration
- intelliflo Office for financial planners
- Plannr practice management sync
- Xero accounting integration
- Pipedrive and Zoho CRM connections
- Microsoft 365 and Outlook add-in
Built For
- Firms using HubSpot or Salesforce CRM
- Financial planning firms on intelliflo
- Accountancy firms using Xero