---
title: 2. Integrating with Your CRM
description: "-   - - **Seamless lead management:** Do you use a [CRM](https://clients.financevine.ca/docs/crm-your-secret-weapon-for-success-with-financevine-leads/) to manage your customer relationships? Great! We can integrate **FinanceVine** with your [CRM](https://clients.financevine.ca/docs/crm-your-secret-weapon-for-success-with-financevine-leads/)so that all the leads we generate are automatically sent to your system. This saves you…"
url: "https://clients.financevine.ca/docs/integrating-with-your-crm/"
updated: "2025-03-28"
category: 2. Onboarding
---

# 2. Integrating with Your CRM

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- - **Seamless lead management:** Do you use a [CRM](https://clients.financevine.ca/docs/crm-your-secret-weapon-for-success-with-financevine-leads/) to manage your customer relationships? Great! We can integrate **FinanceVine** with your [CRM](https://clients.financevine.ca/docs/crm-your-secret-weapon-for-success-with-financevine-leads/)so that all the leads we generate are automatically sent to your system. This saves you time and helps you stay organized.

- - **Zapier makes it easy:** We use a powerful tool called [Zapier](https://zapier.com/) to connect with many popular CRMs. If you’re not sure if your [CRM](https://clients.financevine.ca/docs/crm-your-secret-weapon-for-success-with-financevine-leads/) is compatible please ask your account manager for guidance or contact the [helpdesk](https://clients.financevine.ca/support/).

**Need help?** If you have any questions about CRM integration or need assistance with the setup process, our support team is ready to help. Just send an email to [support@financevine.ca](mailto:support@financevine.ca).