Atlas plugs into the tools your agency already runs on.
Keep your CRM if you have one. Keep your payroll vendor. Keep your inbox. Atlas reads and writes against all of them so your team keeps their habits and gets the system-of-record benefits for free.
Atlas is a CRM on its own, but we know most agencies have an existing HubSpot or Salesforce. The data model is designed for one-way sync (Atlas → CRM) so brokers can run Atlas alongside an incumbent without a rip-and-replace. HubSpot + Salesforce ship the full one-way v1 record set (Contacts, Companies / Accounts, Deals / Opportunities) AND full OAuth 2.0 web-flow connect today (HMAC-signed state + token-exchange + encrypted-at-rest refresh tokens); bidirectional sync is the remaining roadmap item.
Atlas → HubSpot one-way Contact + Company + Deal push ships today. Connect via OAuth 2.0 web flow (with auto-refresh on 6-hour token expiry — refresh token rotates and re-encrypts on every grant) or paste-in PAT. Single + bulk push (/contacts,organizations,deals/[id]/push and /bulk-push, up to 500 rows / call). Idempotent dedupe via velora_atlas_* custom properties. Bidirectional sync is roadmap.
Atlas → Salesforce one-way Contact + Account + Opportunity upsert ships today. Connect via OAuth 2.0 web flow (sandbox-aware via SALESFORCE_LOGIN_HOST, auto-refresh on session expiry) or paste-in session id. PATCH-by-external-id on velora_atlas_{contact,organization,deal}_id__c so dedupe is idempotent in one round-trip. Single + bulk push (up to 500 rows / call, sequential to respect daily API quota). Refresh tokens encrypted at rest. Bidirectional sync is roadmap.
Planned — contact + deal read-only.
Planned — contact + deal read-only.
Atlas HRIS hands employee + benefit elections to payroll. Direct integrations are in active development — today the bridge is CSV export in the format each vendor expects.
Planned direct API. CSV export works today.
Planned direct API. CSV export works today.
Planned via Intuit API. CSV export today.
Planned webhook ingest.
Planned scheduled CSV import/export.
Your sent email, calendar invites, and inbox threads land on the right contact record. This category is the most mature; OAuth + ingest is live for Gmail and Outlook.
OAuth, thread ingest, sent-mail capture.
Microsoft Graph — threads + calendars.
Meetings + availability via Google APIs.
Planned — calendar + presence only.
Outbound calls + SMS ship on Twilio today. AI-voice + ringless-voicemail providers are on the roadmap, not in production.
SMS + voice, number provisioning, call-scoring pipeline.
Planned — AI voice agents for EE portal.
Planned — ringless voicemail drop.
Planned — ringless voicemail drop.
Team-side integrations (Slack notifications, Linear ticket sync, Notion doc backup) are planned. Nothing in this category is wired today.
Planned — lead / SLA / deal-closed notifications.
Planned — in-app feedback → Linear tickets.
Planned — doc vault backup sync.
Atlas runs on a leading AI engine for product reasoning, with a separate transcription provider abstraction for voice. Neon + Cloudflare R2 are the primary data planes.
Primary LLM for every AI feature in the product.
Speech-to-text for call transcription via a provider abstraction.
Primary data plane. US-East, encrypted at rest.
Document storage. BAA on request.
Plan data + rates come from specialist feeds. Ideon is integrated today; Vericred and Zywave are on the roadmap.
Rate + plan data for quoting.
Planned — carrier-plan data backup source.
Planned — rate + plan data, proposal assets.
Atlas's EDI module generates 834 files to each carrier's companion-guide spec and ships via SFTP. These are generator configurations, not live carrier APIs — calling them 'integrations' is a stretch. Returns are parsed: 999 (technical ACK with AK3/AK4 errors) and 277 / 277CA (claim status, per-claim STC matched back by TRN02), both flowing into the originating outbound transmission record.
834 generator + SFTP + ACK reconciliation.
State-specific companion guides.
Full 834 + ACK.
Full 834 + ACK.
834 + discrepancy parsing.
Regional variants.
Multi-state.
Dental/vision/life 834.
Full 834 generators per companion guide.
Missing an integration? Tell us.
Every carrier companion guide we support started as a customer ask. If you’d use Atlas today except for one integration, email us — we quote a timeline inside 2 business days.