Plug into FUB, KW, Real Geeks — keep your CRM.
Pocket Isa sits on top of the CRM you already pay for. Connect via Zapier in 5 minutes, the REST API for production workflows, or CSV upload for bulk migrations. Your team keeps the same logins, the same workflows.
Why rip-and-replace doesn't work
Most "AI for sales" tools require you to migrate your CRM, retrain your team, and accept months of disruption before seeing value. We took the opposite approach.
Three ways in. Pick the one that fits your team.
Same scoring, same Copilot, same Autopilot, no matter how the data arrives.
Zapier — recommended in beta
5-minute setup. Pre-built Zaps for FollowUpBoss, Real Geeks, BoomTown, KW Command, Firepoint, Google Sheets, Calendly, and any form provider. New leads stream into Pocket Isa in near-real-time. Outcomes can flow back to your CRM on demand.
REST API — for production workflows
Two endpoints: /api-leads-upsert (creates or updates a lead, matched by email) and /api-timeline-add (logs a call, text, email, meeting, or note). Authenticate with your API key in the x-api-key header. Each key only reaches its own team's leads and can be revoked at any time. Field schema documented inline.
CSV bulk import with auto-mapping
Upload a CSV of any shape. The auto-mapping engine recognizes 100+ header variations from the major CRM exports. Dedupe runs in batches of 200 with conflict reporting before any write — and category-specific sample files are one click away.
Same engine, no matter the source
Whether a lead arrives via Zapier from FUB, the REST API from your internal tool, or a CSV from BoomTown, it lands in the same unified pipeline with the same 100-point score, the same Copilot, the same Autopilot eligibility. One queue, many inputs.
What's actually shipped today
Who handles the integration
Admin / Owner
Owns the connection. Pick a path, click through a guided wizard once, and never think about plumbing again. Mapping memory makes the second import one-click.
- Pre-built Zapier templates per CRM
- API keys scoped per tenant with rotate + revoke
- CSV import remembers field mappings
- Audit trail for every connection change
Sales Manager
Owns visibility. Sees every incoming lead in one queue regardless of source — Zapier, REST API, or CSV. Assigns, monitors response time, and reviews outcomes without touching integrations.
- Unified pipeline across every connected source
- Source badge on every lead for context
- Per-agent assignment + response-time tracking
- Outcome reporting feeds the scoring engine
Agent / Team Member
Owns the outcome. Never touches Zapier, never sees an API key. Leads from every source land in the same priority queue with the same scores and the same Copilot.
- Unified queue across FUB, KW, Real Geeks, CSV, API
- Same score, same Copilot, no matter the source
- Same logins, same CRM — no workflow change
- Acts in Pocket Isa, outcomes flow back automatically
Connect any CRM via Zapier today
Zapier, REST API, and CSV are live now. Native CRM connectors are on the roadmap — for now, every CRM below works through Zapier in 5 minutes.
Everything teams ask before signing up
Do I have to switch CRMs?
No. Pocket Isa sits on top of your existing CRM. Your team keeps FollowUpBoss, Real Geeks, BoomTown, KW Command, or Firepoint exactly as-is. We read leads in, push outcomes back optionally.
How long does setup take?
Zapier setup is typically 5–15 minutes. REST API integration depends on your engineering team — most production wiring happens in under a day. CSV imports are instant.
Will outcomes flow back to my CRM?
Yes, via Zapier today. Lead-status and outcome events can fan out to any CRM using a Zap on the receiving side — your CRM stays the system of record for activity history.
What about field mapping?
The auto-mapping engine handles 100+ common header variations from major CRM exports. Unmapped fields surface for manual review before any write — no silent data loss.
Is the API documented?
Yes. The API reference lists the fields for each endpoint with a request example you can run, and has a downloadable Postman collection. You authenticate with your API key in the x-api-key header, and each key only reaches its own team's leads.
What about deduplication?
CSV imports run dedupe in batches of 200 against your existing pipeline. Match logic is email-first with name+phone fallback. Conflicts surface for human resolution before any write.
When will native CRM connectors ship?
Native HubSpot, Salesforce, and real-estate-CRM connectors are on the post-beta roadmap. For the beta, every CRM is reachable via Zapier in roughly five minutes — no engineering required.
Connect your CRM today — no migration required
Pick Zapier, the API, or CSV upload. Your first scored queue lands inside 48 hours.