April 23rd, 2026

The native Canopy Connect integration is now live! When a client completes a Canopy Connect submission, you can sync their data directly into a RiskProfile with one click. No Zapier. No re-keying.
Please note: This integration is only available to agencies on the Canopy Connect Elevate or Peak plan. Check your Canopy Connect billing or contact your Canopy Connect representative if you are unsure which plan you have.
Setup takes under two minutes from your integrations settings page. Canopy Connect Integration