Real estate CRM integrations, and what each one does.
Gmail, Google Calendar, your MLS, your phone number, your domain and your sign-in provider. Here is everything Uplevel connects to today, which way the data moves, and what you need for it.
Everything Uplevel connects to
Gmail, Google Calendar, Tasks and Drive
Connect your Google account in Settings → Integrations and choose what it brings in. An admin can also connect a shared Google account for a Team Inbox.
Gmail
Included in the plan
Both ways
Email with your contacts lands in their thread in the Inbox. What you send from Uplevel goes out from your Gmail, so it’s in your Sent folder too.
Inbox & Team InboxesGoogle Calendar
Included in the plan
Both ways
Your events come in, so booking pages offer only the times you’re free, and the appointments you make in Uplevel go onto your calendar.
Calendar & bookingGoogle Tasks
Included in the plan
Both ways
Bring your task lists in as tasks, or save a copy of any task to Google Tasks while it stays in Uplevel.
Calendar & bookingGoogle Drive
Included in the plan
Into Uplevel
Pick files from your Drive to keep with a contact. Uplevel can open only the files you pick.
Contacts & CRM
Sign-in and your directory
Sign in with Google, or have your brokerage’s identity provider sign everyone in. Single sign-on and SCIM are set up in the brokerage console.
Google sign-in
Included in the plan
Into Uplevel
Sign in to Uplevel with your Google account.
SecurityOkta, OneLogin, Auth0 and JumpCloud
Included in the plan
Into Uplevel
Single sign-on through any OpenID Connect provider. You can require it for everyone at your domain.
For brokeragesSAML 2.0
Included in the plan
Into Uplevel
Okta SAML apps, AD FS, PingFederate, and Google Workspace or Entra ID SAML apps.
For brokeragesSCIM 2.0
Included in the plan
Into Uplevel
Your directory adds and removes agents. Run it as a dry run first to see what it would change.
For brokerages
Your MLS
Add your market from Settings → MLS. NWMLS is live, and you can request any other.
Your MLS market
Free with your own MLS license, or $35 a month for each market we license for you
Into Uplevel
Listings from your market in search, on your website and in buyers’ alerts, beside the listings you add yourself.
MLS & listings
Sending email
Broadcasts and Programs go out the way you choose in your email settings.
Uplevel sending
1,000 campaign emails a month included
Out from Uplevel
Works with nothing to set up. Add your domain and publish the DNS records we show you, and email goes out from your own address.
Email marketingSendGrid, Postmark or Amazon SES
Your own provider account
Both ways
Connect the account you already send with and Uplevel sends through it. Bounces and spam complaints come back and stop further sends to that address.
Email marketing
Your phone number
Calling and 1:1 texting come with the Calls add-on, one price for the whole account.
Business numbers and porting
Calls add-on, $39 a month
Both ways
Get a local number or bring yours over, then call from the browser and text from it.
Calls & textingTexting registration
Calls add-on
Out from Uplevel
Register your brand and texting campaign with US carriers from Uplevel, and see the fee before you submit, or bring a registration you already have.
Calls & texting
Domains
Your website and landing pages can live on your own domain.
Your domain
A domain you buy has a yearly price, shown before you buy
Out from Uplevel
Buy a domain in Uplevel or connect one you own. Uplevel sets up the records and the certificate, and keeps checking until it points at your site.
Websites & IDX
Billing
Uplevel bills your card through Stripe.
Stripe
Every account
Out from Uplevel
Pay for your plan, add-ons and domains by card. Your card details stay with Stripe.
Pricing
Moving in
Bring your contacts with you, check them before they land, and undo an import that went wrong.
CSV file
Included in the plan
Into Uplevel
Map your columns to Uplevel fields and check a preview before anything is saved.
Switching to UplevelFollow Up Boss
Included in the plan
Into Uplevel
Bring contacts, tags, stages and notes, plus deals, texts and calls, with your Follow Up Boss API key.
Switching to Uplevel
AI clients and your own code
Use Uplevel from the AI client you already work in, or build on it.
Claude, ChatGPT and other MCP clients
Included in the plan
Both ways
Connect over MCP, sign in through your browser and choose which workspaces it can use. Actions with real consequences wait for you to approve them.
Connect an AI clientREST API and webhooks
Included in the plan
Both ways
API keys for contacts, deals, tasks and listings, and signed webhooks when records change.
The API and webhooks
Connect your tools to Uplevel free during Early Access.
We’re working closely with a small group of agents, teams and brokerages before the wider launch. Calling and texting are included, and so is one domain.
Get early access- Price
- Free for as long as the program runs
- Card
- None, to apply or to use it
- Included
- 2 phone numbers, 1 domain, 1,000 texts and 500 call minutes a month
- Afterward
- 50% off your first paid year
Some of it, you can just ask for.
Jan, the assistant built into Uplevel, can start an import, request your market and find you a domain. Anything that changes your workspace waits for you to confirm. More about Jan
- “Import my Follow Up Boss contacts.”
- Checks your key, shows what’s there and what stays behind, and asks before it starts.
- “Request our MLS.”
- Adds your market to the request list, and you get an email when it goes live.
- “Find me a domain with Jane Smith in it.”
- Jan lists domains you could buy, with their yearly prices.
Questions about integrations.
Looking for one that isn’t here? Write to hello@uplevelre.com.
What do integrations cost?
Most are part of the plan. Calling and texting need the Calls add-on, an MLS market we license for you is $35 a month, and a domain you buy has a yearly price.
Who can connect an integration?
Anyone can connect their own Google account. A shared Google account and email providers need someone who can manage Settings → Integrations, usually an admin. Single sign-on and SCIM are set up in the brokerage console.
Can Jan connect them for me?
Not the ones that sign in at Google, because Google asks you to approve that yourself, in your browser. Jan can start a Follow Up Boss import, request your MLS and find a domain for you.
Do my email provider keys pass through Jan?
No. You enter SendGrid, Postmark and Amazon SES keys in Settings, Uplevel checks them with the provider and stores them encrypted, and they never pass through Jan or an AI client.
Is there a Zapier connector?
No. Use the REST API and webhooks, or connect an AI client over MCP.
Can I connect Facebook, Instagram or YouTube?
Not yet. Posting to them opens once our app approvals come through. How social publishing works
Keep the tools you rely on. Drop the ones in between.
Apply for early access and connect your Gmail, calendar, MLS and number to one workspace.