Guides/Help Center/Rainmaker: built around your business

Connect your CRM

PlanRainmaker
TimeSet up by our team
Who does itRiverX, with your access
Short answer

Rainmaker connects to the CRM you already use, including REsimpli, Podio, Follow Up Boss, Salesforce, HubSpot, Zoho, and GoHighLevel. We build the connection around how your team works: which leads flow in, what comes back, and what starts or stops follow up. Your CRM stays the source of truth.

Supported CRMs

  • REsimpli
  • Podio
  • Follow Up Boss
  • Salesforce
  • HubSpot
  • Zoho
  • GoHighLevel
  • Others through an integration

Every CRM connects through an integration, either a direct connection or a tool like Zapier. We pick the best one for your setup.

What we need from you

  • Admin access or an API key for your CRM
  • A list of your lead sources
  • Which stage or tag should start follow up
  • Who on your team gets booked appointments

What syncs

You choose. A common setup sends new leads in, and sends call recordings, transcripts, notes, appointments, and status back to the lead in your CRM.

Test before it goes live

We send a test lead through and you confirm it shows up correctly in your CRM.

What's included

Standard connections are part of setup. Custom API work and complex integrations are quoted separately.

Need a hand?

Our team handles setup and changes for every plan. Call (661) 387-3960, 8 AM to 5 PM Pacific. We usually respond the same day.

Not a RiverX customer yet?

Next in Rainmaker: built around your businessHow follow up sequences work
Was this helpful?