The operating system for introducer-led growth
RQ helps professional firms send, manage, and prove referrals — with built-in compliance, clear tracking, and real visibility across the firm.
Which systems does RQ integrate with?
Category: Integrations
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.