Top CRM Integration for Agencies


Salesforce is the go-to choice for comprehensive AMS and CRM solutions in the insurance sector. Integrating data from XILO Forms into Salesforce is a game-changer for agencies, smoothing out data entry into CRM/AMS systems. Plus, XILO enables pulling data from Salesforce to populate forms, creating a fully integrated system that converses effortlessly with your raters, AMS, and more.

How it works

Connecting to Salesforce through XILO is a secure and simple process. Input your Salesforce login credentials into our safeguarded locker. A XILO Customer Success Manager will then enable the integration, providing you the capability to push to or pull data from your Salesforce organization with efficiency.

Learn more about how we integrate into your systems
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