Why Integration Matters
Opportunity windows close fast. When a new SBA loan approves, decision-makers need to know immediately. Direct integrations eliminate manual data entry, reduce lag, and get your message in front of buyers when intent is highest.
Our feed connects to your CRM, accounting software, and workflow tools. Once configured, new SBA approvals flow automatically into your pipeline within hours of filing.
CRM & Sales Platforms
Sync directly with your sales infrastructure. New SBA-approved businesses land in your CRM as fresh leads, pre-segmented by lender type, industry, and loan amount.
Salesforce
Automatic lead creation, custom fields for SBA approval data, and Activity Timeline sync.
HubSpot
Native connector. Leads land in your HubSpot CRM with SBA approval date, business type, and lender contact info pre-populated.
Pipedrive
Automatic deal creation in your chosen pipeline stage, with full SBA data as deal notes.
Microsoft Dynamics
REST API integration. Works alongside Dynamics Copilot for AI-powered lead qualification.
Accounting & Compliance Tools
For accountants and bookkeepers: route SBA approvals to your client management system. Flag high-opportunity prospects matching your service areas.
QuickBooks Online
Sync to customer list with SBA approval memo. Creates opportunity for payroll, tax, and bookkeeping upsells.
Xero
Contacts API integration. SBA data syncs as custom fields. Automate follow-up campaigns from Xero.
Guidepoint (Thomson Reuters)
Enterprise connector for large accounting firms. Feeds SBA data into your firm's prospect research system.
Workflow & Automation
No developer needed. Connect via Zapier or Make (formerly Integromat) to route SBA approvals anywhere.
Zapier
Pre-built Zap. Send SBA data to 1000+ apps: email tools, Slack, SMS platforms, and custom webhooks.
Make (Integromat)
Visual workflow builder. Combine SBA data with AI enrichment, conditional routing, and multi-step workflows.
Webhook API
For developers: real-time HTTP webhooks for each new SBA approval. JSON payload with complete business and lender data.
Enrichment & Data Partners
Combine SBA data with intelligence from leading business databases to round out your prospect profiles.
Apollo.io
Enrich SBA business data with verified contact information for decision-makers and employees.
Clearbit
Append SBA prospect records with enriched company data: funding, tech stack, firmographics.
LinkedIn Sales Navigator
Use SBA approval data to build targeted prospect lists and trigger InMail campaigns automatically.
Custom Integrations
If your stack isn't listed, we support custom connections via REST API, FTP, or SFTP data delivery. Enterprise customers get dedicated integration support and SLA-backed uptime guarantees.
All integrations include:
- Secure API keys with IP whitelisting
- Data validation and error logging
- Real-time sync (hourly or custom cadence)
- Webhook retry logic and dead-letter queues
- 24/7 technical support