Marloo

How to use the NEOS MCP to run insurance pricing, compare products and populate your advice documents without leaving Marloo

Using the NEOS Integration

How to enable Marloo webhooks, point them at a URL (including Zapier), and subscribe to document and meeting events.

Setting up webhooks

Quick answers to the most common questions about connecting your calendar, email, and other integrations in Marloo.

Calendar & Integrations — FAQ

Bring your existing client data across from your CRM. What to do, which CRMs are supported by region, what gets imported, and how your import is handled. [Draft]

Importing client data from a CRM

How to connect your calendar to Marloo to automatically record meetings

Calendar Integration

How to connect your Outlook account to Marloo for calendar sync, email conversations, and contact import — plus troubleshooting common issues.

Connecting Microsoft Outlook to Marloo

A lot of your client data and context lives in email: commitments, decisions, documents shared back and forth. Connect your inbox and keep your Marloo clients in sync.

Work smarter with Marloo Email integration

How to export your data from Wealthbox and import it into Marloo.

Importing your contacts from Wealthbox

How to export your data from Redtail and import it into Marloo.

Importing your contacts from Redtail

How to use the Retiremap MCP to push articles and build models in Marloo

Using the Retiremap Integration

Roland Xu

Navyaa Sharma

Janaya Ravji

Integrations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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