The operating system for introducer-led growth

Integrations — Frequently Asked Questions

Which systems does RQ integrate with?

RQ integrates with the tools professional services firms already use, ensuring referral data flows seamlessly into your existing workflows. **Current integrations include:** - **Microsoft Outlook** – Capture referrals directly from your inbox with the RQ add-in - **HubSpot** – Sync referral contacts and activity with your CRM - **Intelliflo Office** – Connect with the leading financial planning platform - **Plannr** – Integrate with practice management for financial advisers - **Zoho CRM** – Push referral data to your Zoho instance - **Pipedrive** – Keep your sales pipeline updated with referral activity - **Xplan** – Connect with IRESS wealth management software **Integration benefits:** - **No double entry** – Referral data syncs automatically - **Better data quality** – Information stays consistent across systems - **Visibility** – See referral activity in the tools you already use - **Automation** – Trigger workflows based on referral events **Custom integrations:** For firms with specific requirements, RQ offers API access for custom integrations with other systems. New integrations are added regularly based on customer needs. Contact us if you need connectivity with a system not listed here.

What does an integration do?

They sync referrals into downstream systems as leads or records.

Is data synced both ways?

Where supported by the connected system, yes, data can be synced both ways between RQ and your other tools.

Do integrations remove duplicate entry?

Yes. Referrals are captured once and flow through connected systems, eliminating duplicate data entry.

What integrations does RQ support?

RQ integrates with several of the tools that professional services firms already use. Microsoft Outlook is one of the most popular — the RQ Outlook add-in lets you create and manage referrals directly from your inbox, without switching between applications. This is particularly useful for firms where referrals often start with an email introduction. RQ also integrates with HubSpot CRM, allowing firms to sync referral data with their wider client relationship management. For accountancy firms using Xero, the integration enables referral activity to be connected to client records. For financial advice firms, RQ integrates with Intelliflo Office (IO) and Plannr, two of the most widely used back-office systems in UK financial planning. These integrations mean that referral data flows into the systems advisers already use, reducing double-entry and keeping records consistent. All integrations are designed to be straightforward to set up — most can be configured in under 30 minutes. RQ's API also allows firms with custom systems to build their own connections. The integration strategy is focused on the UK professional services market, so RQ prioritises the tools that accountants, financial advisers, and solicitors actually use, rather than trying to connect to everything. New integrations are added based on customer demand.