Connect what you keep. Bring the assistant you choose.
Three ways a tool connects
Ready to connect
A card in Settings > Integrations. Sign in to the other tool, pick what syncs, done. Arive, Encompass, Zoom and Calendly have written guides in the help center.
Through a workflow
A step inside the workflow builder that talks to the other tool with your own account: Slack, Gmail, Google Calendar, Sheets, Typeform and more. What it can do depends on that connector's actions and the account you authorize.
Open API and MCP
A workflow can call any web service and wait for the answer, a webhook trigger accepts data from any system, and the Leaf360 MCP server puts your workspace inside Claude, ChatGPT, Cursor or Gemini CLI.
Leaf360 MCP server
Lia works inside Claude, ChatGPT, Cursor, Gemini CLI and any MCP-capable assistant. Included on every plan for a limited time.
The directory
Search by name, or filter by how it connects. Each entry links to its own page or to the guide that covers it.
39 entries.
Loan origination
Encompass and Arive have written setup guides today. Every system listed here has its own page with what the connection does.
- Ready to connect
Loans come across into Leaf360 and Encompass milestones map to the loan statuses your pipelines already use.
- Ready to connect
Connect once and your Arive loans show up here, with statuses kept in step both ways.
- Ready to connect
Loan origination connection with its own detail page.
- Ready to connect
Loan origination connection with its own detail page.
- Ready to connect
Loan origination connection with its own detail page.
- Ready to connect
Loan origination connection with its own detail page.
- Ready to connect
Listed under loan origination with its own detail page.
CRM and marketing
Keep the CRM your company or agency already runs. Some connect from a card in Settings, some through a workflow step.
- Ready to connect
- Workflow step
Detail page for the connection, plus a Follow Up Boss step in the workflow builder that creates or updates a person, adds a note or creates a task.
- Ready to connect
- Workflow step
A card in Settings for homeowner enrichment, lead scoring and engagement tracking, plus a Push to Fello step in the workflow builder that sends a record over when a trigger fires.
Workflow builder guide- Ready to connect
Homeowner digest provisioning and report access for funded borrowers, from a card in Settings.
Integration settings guide- Ready to connect
Sales engagement CRM with prospect sync, pipelines and event hooks, from a card in Settings.
Integration settings guide- Ready to connect
Real estate agent CRM with lead sync, webhooks and agent collaboration, from a card in Settings.
Integration settings guide- Ready to connect
- Workflow step
Detail page for the connection, and a HubSpot connector in the workflow builder.
- Ready to connect
- Workflow step
Detail page for the connection, and a Salesforce connector in the workflow builder.
- Ready to connect
CRM connection with its own detail page.
- Ready to connect
CRM connection with its own detail page.
- Ready to connect
CRM connection with its own detail page.
Lead sources
Leads post straight into your pipeline through an authenticated webhook, a form connector or a card in Settings.
- Webhook
LendingTree leads arrive in your pipeline through an authenticated webhook, with long-form and short-form templates.
Setup guide- Ready to connect
Rate-quote lead capture and loan officer assignment, via Zapier, from a card in Settings.
Integration settings guide- Workflow step
A Typeform connector in the workflow builder; the field mapping is set up when you authorize the account.
Workflow builder guide
Data and reporting
Datasets that feed the pipeline. Not the same thing as a loan origination system.
- Ready to connect
Pull loans from your DOMO dataset into leads and loans, with hourly change polling, from a card in Settings. Not the same product as Doma.
Integration settings guide
Email, calendar and meetings
Your own mailbox and calendar, meetings and scheduling, so Lia sees the whole conversation.
Leaf360 feature
Leaf360 meeting notetaker
Send Leaf360's own notetaker into a Zoom or Microsoft Teams call. It joins as a participant, and the recording comes back as a summary, action items and a speaker-by-speaker transcript, on the record. Zoom cloud recordings can be pulled in too. Available on paid plans, from the Meeting Notes card in Settings.
Meeting notes guide- Connected inbox
- Workflow step
Connect your Google account for unlimited one-to-one email from your own address, your calendar in the inbox view, and Gmail, Google Calendar, Meet, Drive, Docs and Sheets as workflow connectors.
Includes: Gmail, Google Calendar, Google Meet, Google Drive, Google Docs, Google Sheets
- Connected inbox
- Workflow step
Connect your Outlook account for unlimited one-to-one email from your own address, plus an Outlook connector in the workflow builder.
Inbox email on every plan- Ready to connect
- Workflow step
Detail page for the connection, and a Microsoft Teams connector in the workflow builder.
- Ready to connect
- Workflow step
Connect your own Zoom account: meetings, webinars, recordings and transcripts attach to the right records, and there is a Zoom connector in the workflow builder. Webinars depend on your Zoom plan.
Zoom guide- Ready to connect
Connect your own Calendly account and a booking turns into a lead, or attaches to the person already in your database.
- Ready to connect
Email delivery connection with its own detail page.
Documents and files
Send and track documents without leaving the file.
- Ready to connect
Send and track documents without leaving the file.
Workflow and automation
Trigger anything from a Leaf360 workflow, or push into Leaf360 from thousands of apps.
- Ready to connect
- Workflow step
Detail page for the connection, and a Zapier connector in the workflow builder, so a Zap can start from Leaf360 or push into it.
- Ready to connect
Automation platform connection with its own detail page.
- Ready to connect
Automation platform connection with its own detail page.
- Workflow step
A Slack connector in the workflow builder; what it can post depends on the actions available and the workspace you authorize.
Workflow builder guide
AI assistants
The Leaf360 MCP server puts your workspace inside the assistant you already use.
- AI assistant
Work your Leaf360 workspace from Claude on desktop, web or Claude Code through the Leaf360 MCP server.
The MCP server- AI assistant
Work your Leaf360 workspace from ChatGPT through its connector support for MCP.
The MCP server- AI assistant
For anyone building alongside their pipeline: Cursor connects to the Leaf360 MCP server like any other client.
The MCP server- AI assistant
Google's command-line agent documents MCP server support, so it can connect the same way. Gemini CLI specifically, not every Gemini app.
The MCP server- AI assistant
MCP is an open standard. If a client speaks it and supports the transport and authentication, it can connect.
The MCP server
Open API
The pieces a developer needs to connect anything else, straight from the workflow builder.
- Open API
A workflow step that calls any web service with GET, POST, PUT or PATCH, your headers and your body. A second form waits for the callback before the workflow moves on.
Workflow builder guide- Open API
- Webhook
Start a workflow from any system that can post to a URL. The endpoint can require an API key or a signed request.
Workflow builder guide
Don't see your tool?
Zapier, Make and n8n cover thousands of apps, workflows can call any web service directly, and the Enterprise plan includes custom integrations. See plans. Or tell us what you need to connect at lia@leaf360.io.
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