CRM integrations for your tools

Start with what you want to connect

Which step creates duplicate work today? Start with a specific task, such as moving a deal on to a digital agreement or passing information on to bookkeeping.

Read what each integration does before choosing. The overview includes Bokio, Oneflow, Brightcall, Weply and Slack.

What do you want to connect to your CRM?

A CRM integration should pass the right information to the next task. Choose according to the workflow you need, such as an agreement after a quote or invoice information after a won deal.

• Digital agreements: Oneflow lets you create agreements from Customer Connect and follow signing in the sales pipeline.
• Invoice information and payment: Bokio lets you pass information on and follow payment status.
• Other tools: open each integration page and review what the connection does for your tool.

Prepare an example before connecting the tools

Choose a deal similar to your everyday work. Note which customer details and text should transfer, when it should happen and how you want to follow the result. Use this when reviewing the connection with us.

Also check which features are included in each plan and confirm the setup for that integration.

Check your workflow with us

Tell us which tool you use, what information you want to transfer and when. Contact us to discuss what suits your setup.