SponsorCloud's Integrations Center
Expand the functionalities of SponsorCloud's platform with powerful integrations designed to make your job easier.
Integrate 2000+ Applications with Zapier
No Code Required!
Integrate with Equity Trust Company
Integrate with Equity Trust Company, HubSpot, and 2000+ apps to automate tasks, enhance your workflow efficiency, and scale faster.
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Direct SDIRA Funding
Enable investors to invest in your syndications directly from their Self-Directed IRAs (SDIRAs) with minimal friction.
Faster Transactions & Compliance
Automate the funding process, pre-populate data, and ensure regulatory compliance management for retirement account investments.
Broaden Capital Sources
Tap into the trillion-dollar retirement assets market by offering investors an easy way to use their tax-advantaged funds.
Hubspot
Automate Lead Management
Streamline your lead management by automating tasks such as adding new leads from various sources directly into HubSpot.
Automate Lead Nurturing
Set up workflows to engage investors through personalized email campaigns, follow-ups, and reminders.
Real-Time Team Collaboration
Facilitate immediate team responses to customer interactions by connecting HubSpot with communication tools like Slack, enabling real-time notifications and updates on customer activities.
Zapier
No-Code Automation
Connect SponsorCloud with 2,000+ apps like Slack, Gmail, QuickBooks, and more—without coding.
Custom Workflows
Automate repetitive tasks such as data entry and reporting.
Real-Time Team Collaboration
Streamline operations, eliminate manual work, and ensure all your systems work together effortlessly.
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