Integrations #

The Integrations section of Firm Settings allows Firm Admins to manage external software connections used by the firm.

Integrations help connect Propel with other business systems, allowing information to flow between platforms and reducing manual data entry.

Accessing Integrations #

Navigate to:

Settings → Integrations

Only Firm Admins can manage firm-level integrations.

What Are Firm Integrations? #

Firm Integrations allow your organization to connect external applications and services to the Propel platform.

These integrations can be used to:

Automate workflows
Share information between systems
Reduce duplicate data entry
Improve visibility across platforms
Streamline advisor and client experiences

Available integrations may expand over time as new connections are added to the platform.

Health & Value Assessment CRM Integration #

The primary integration currently available within Firm Settings is the connection between the Health & Value Assessment and your Customer Relationship Management (CRM) system.

This integration allows assessment data to be shared with external systems, helping firms:

Capture assessment submissions
Trigger follow-up workflows
Create or update CRM records
Automate lead management processes
Improve prospect and client tracking

How the Integration Works #

The Health & Value Assessment CRM integration uses webhooks to securely send information from Propel to your external system.

A webhook is an automated notification that sends information when a specific event occurs.

For example:

A prospect completes an assessment
An assessment report is generated
Assessment data is updated

When one of these events occurs, Propel can automatically send the information to your CRM.

Managing Webhook Connections #

Within the Integrations section, Firm Admins can:

Configure webhook connections
Update existing connections
Disable integrations when necessary
Monitor active integration settings

Proper webhook configuration is typically required within both Propel and the receiving application.

Common CRM Use Cases #

Many firms use CRM integrations to:

Lead Capture #

Automatically create a CRM contact when a prospect completes an assessment.

Pipeline Automation #

Trigger follow-up activities and sales workflows based on assessment completion.

Advisor Notifications #

Alert advisors when a new assessment has been submitted.

Reporting #

Centralize assessment data inside your CRM for reporting and tracking purposes.

Marketing Automation #

Pass assessment data into marketing platforms to trigger automated campaigns.

Best Practices #

When configuring integrations:

✓ Verify webhook URLs before activating

✓ Test integrations with sample data

✓ Confirm data mapping within your CRM

✓ Review automation workflows regularly

✓ Document integration ownership and maintenance responsibilities

✓ Monitor webhook activity after major system updates

Permissions #

Only Firm Admins have access to configure and manage firm-level integrations.

Firm Users and Company Users do not have access to integration settings.

Learn More About Webhooks #

Because CRM integrations are powered by webhooks, we recommend reviewing the dedicated Webhook support article before configuring an integration.

The Webhook article covers:

What webhooks are
How webhook connections work
Configuration requirements
Testing procedures
Troubleshooting common issues

Refer to:

Support Desk → Integrations → Webhooks

for detailed setup instructions.

Company

Firms (Partners)

Firm Settings: Integrations