Intelliflo Integrations

Build & publish in-app integrations with our Intelliflo connector

What is Intelliflo?

Intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. Open software architectures combined with unmatched industry experience simplify a complex digital landscape.

Provide automations with our Intelliflo connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Intelliflo, so you can provide in-app Intelliflo integrations for your end users.

Why integrate with Intelliflo

Your SaaS users want more and more integrations, but they take time and development resources to create. Which is why Cyclr’s white label, embedded iPaaS enables you to create integrations between your application and Intelliflo, as well as 100s of other apps, using low code tools.

Intelliflo connector icon

Available Methods and Endpoints

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Top Use Cases for Intelliflo Integrations

Cyclr is a powerful white-labelled integration platform that allows your teams to use low code tools to build data responsive integrations for your customers. Then quickly and seamlessly deploy them directly into your SaaS application.

CRMs

  • If a customer has expressed interest in one particular product, you could automate a follow up email suggesting other products that are similar and provide more to the customer, but are at a higher price point. Ultimately using automated integrations for upsell/cross-sell opportunities.
  • Create new CRM contacts from new sales form entries
  • Add new contacts to CRM as new leads

Some of the many benefits of using Cyclr as your integration solution

Native

Native

Transform your API from backend to frontend, from developer focused to business user focused.

Deliver integrations natively from within your own application and add value to your end-users.

Build Quickly

Build Quickly

Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.

Be responsive to the needs of your clients and your sales team.

No code integrations

No code integrations

Use our drag and drop integration builder to create integrations, then click to publish them to your app.

Your users can then search and deploy these integrations in a couple of clicks.

Related Resources

Intelliflo Connector Documentation

Read Article

SaaS Integration: How do you do it?

Read Article

Connect Interactive Online Forms with Integrations

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Ready to start your integration journey?

Book a demo to see Cyclr in action and start creating integration solutions for your customers

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