What is the difference between user-level and firm-level integrations?

Last updated: June 17, 2026

Answer

User-level integrations connect your personal CRM account and only affect your data. Firm-level integrations are configuration settings set by an Admin which apply to the entire firm. All team members must still setup their user-level integration afterwards, for the configuration settings to apply.

User-level integrations

Found in Settings > Integrations. Each user connects their own account.

  • Google Calendar / Microsoft 365

  • Equisoft

  • Redtail

  • Wealthbox

  • Microsoft Dynamics 365

  • Zoho CRM

  • Salesforce

  • Salesforce Financial Services

  • XLR8 (Salesforce)

  • Practifi (Salesforce)

  • SS&C Black Diamond Elements (Salesforce)

Firm-level integrations

Found in Admin > Firm integrations. Only Admins can configure these.

  • Equisoft

  • Microsoft Dynamics 365

  • Zoho CRM

  • Salesforce

  • Salesforce Financial Services

  • XLR8 (Salesforce)

  • Practifi (Salesforce)

  • SS&C Black Diamond Elements (Salesforce)

Good to know

  • Some CRMs are available at both levels. Check with your admin before connecting your own.

  • Firm-level integrations are configured under Admin > Firm integrations.