Integrations
Connect the tools your team already uses.
Here is exactly what connects today, and what is on the way. What you can connect also depends on your plan.
Available now
Email and website enquiries
- Available
Gmail
Connect a Google Workspace or Gmail mailbox to send, receive and track email from the CRM.
- Available
Outlook
Connect a Microsoft 365 or Outlook mailbox to send, receive and track email from the CRM.
- Available
Website form
Your website posts each enquiry to a private endpoint with its own key, and it becomes a lead with the source Website.
Planned
On the roadmap
These are listed in the app as coming soon. We will announce each one when it can be switched on.
- Planned
Google Calendar
Meetings from the CRM on your calendar, and back.
- Planned
Microsoft calendar
Meetings from the CRM in Outlook calendar, and back.
- Planned
WhatsApp
Customer conversations on the contact timeline.
- Planned
Calling
Calls logged against leads and contacts.
- Planned
IndiaMART and Justdial
Marketplace enquiries straight into your leads.
- Planned
Meta, Google and LinkedIn ads
Lead ads delivered as CRM leads.
- Planned
Slack
Deal and approval alerts in your Slack channels.
- Planned
Microsoft Teams
Deal and approval alerts in your Teams channels.
- Planned
Accounting and ERP
Customers and invoices shared with your finance system.
OPM products
Across the OPM family
One OPM company account and one sign-in across products. Data connections are rolling out product by product.
PlannedOPM Billing
Accepted quotations sent on as invoices.
Explore Billing
PlannedOPM Projects
Delivery plans started from won deals.
Explore Projects
PlannedAirform
Form responses captured as leads.
Explore Airform
Need a connection that is not listed?
Tell us what your team uses. It helps us decide what to build next.