Recommended
Stripe MCPEssentialImport payments and refunds into TransactionsManage your payments seamlessly with Stripe MCP. This platform allows you to handle transactions, track revenue, and analyze financial data all in one place.
SlackPost workflow updates and alerts to channelsConnect with your team effortlessly using Slack. This messaging app enables real time communication, file sharing, and collaboration across channels.
NotionWorkspacePublish digests and link pages to recordsConnect Notion to organize your documents, projects, and notes alongside your CRM agents.
Email inboxThread customer emails into MessagesConnect a shared mailbox so customer emails thread into Messages automatically and replies go out from your own address.
Collaboration
Google CalendarBook check-ins and see meetings on recordsOrganize your schedule efficiently with Google Calendar. Sync your events, set reminders, and share your calendar with others to stay on top of your commitments.
Jira Work ManagementPlan onboarding projects for business teamsRun onboarding and account projects for non-engineering teams in Jira Work Management.
LinearTurn customer feedback into Linear issuesSend customer requests to Linear and know which accounts are waiting on each issue.
DropboxAttach Dropbox files to recordsStore contracts, proposals and onboarding files in Dropbox and attach them to records.
OneDriveAttach OneDrive files to recordsKeep files in OneDrive and link them to the customers and contracts they belong to.
OneNoteFile meeting notes under customersWrite meeting notes in OneNote and see them on the customer profile.
Microsoft WordGenerate contracts and proposals as Word filesCreate proposals and contract documents in Word, filled in from CRM data.
Microsoft ExcelEssentialExport tables and sync spreadsheetsCreate and analyze spreadsheets with Microsoft Excel. Utilize powerful formulas, pivot tables, and data visualization tools to gain insights.
Microsoft PowerPointBuild QBR decks from account dataTurn account data into PowerPoint decks for quarterly business reviews.
Adobe AcrobatSend contracts for e-signatureSend contracts for signature with Adobe Acrobat Sign and track them from Awaiting signature to Active.
AsanaCreate onboarding projects when contracts are signedPlan onboarding and delivery work in Asana, started straight from a signed contract.
JiraLink customer requests to Jira issuesConnect customer feature requests and bugs to the Jira issues your engineers work on.
TrelloTurn CRM tasks into Trello cardsKeep lightweight boards in Trello and send CRM tasks to them with one click.
ConfluenceAttach account plans and docs to customersKeep account plans, playbooks and meeting notes in Confluence, linked to the right customer.
Google DriveAttach Drive files to customers and contractsStore signed PDFs, proposals and decks in Google Drive and attach them to records.
EvernoteSave meeting notes to customer profilesWrite meeting notes in Evernote and file them under the customer they belong to.
FigmaShare design files with customers from the CRMShare mockups and proposals designed in Figma with the customers you're working with.
FramerTurn Framer form sign-ups into customersSend leads from your Framer site's forms straight into Customers with the page they came from.
WebflowSync Webflow forms and CMS with your CRMCapture Webflow form leads and publish customer stories to your Webflow CMS.
AirtableSync customers and contracts with Airtable basesKeep an Airtable base in step with your customers and contracts for planning and reporting.
ClickUpTurn signed contracts into ClickUp projectsStart onboarding projects in ClickUp when a contract is signed and see their progress on the customer.
monday.comRun onboarding boards in monday.comCreate monday.com items for new customers and keep their status visible on the customer profile.
WorkflowyKeep account plans as Workflowy outlinesLink Workflowy outlines to customers so account plans and meeting notes are one click away.
Microsoft 365Use Word, Excel and Outlook with your CRMConnect Microsoft 365 once to use Word, Excel, PowerPoint and Outlook across the CRM.
Adobe Creative CloudShare brand assets and proposals from Creative CloudAttach Creative Cloud files to customers and keep proposal designs and brand assets in one place.
Development
WebhooksSend CRM events to any URL as JSONSend CRM events – new contracts, payments, overdue invoices – to any URL as JSON, and use them as workflow actions.
CSV importImport customers and contracts from a spreadsheetBring customers, contacts and contracts in from a spreadsheet with column mapping and a preview.
REST APIRead and write records with scoped API keysRead and write every record from your own code with scoped API keys.
StatuspageWarn account owners about incidentsShow which customers are affected when your Statuspage reports an incident.
OpsgenieAlert owners when key accounts are affectedRoute Opsgenie alerts to account owners when an incident touches their customers.
GitHubLink customer requests to GitHub issuesConnect GitHub issues and releases to the customers who asked for them.
GitLabLink customer requests to GitLab issuesConnect GitLab issues and merge requests to the customers waiting on them.
ZapierConnect the CRM to 7,000+ apps without codeTrigger Zaps from CRM events and create records from any app Zapier supports.
Amazon Web ServicesStream CRM events to AWSSend CRM events to Amazon EventBridge and back up records and documents to S3.
OpenAIUse your own OpenAI key for RuneBring your own OpenAI API key so agents run on your account, with usage shown in Settings.
CRM
Jira Service ManagementSee service requests and SLAs on customersTrack customer service requests in Jira Service Management and see them beside every account.
Google WorkspaceSign in with Google and sync your directoryLet your team sign in with Google and keep members in sync with your Workspace directory.
IntercomBring support conversations into MessagesAnswer customers in Intercom and see the whole conversation history on their CRM profile.
ZendeskSee open tickets on every customerTrack support tickets in Zendesk and spot accounts with open issues before renewals.
Emails
OutlookSync Outlook email and meetingsUse your Outlook mailbox and calendar with the CRM instead of a shared inbox.
MailchimpSync customers to Mailchimp audiencesKeep Mailchimp audiences in sync with your customer list and tags.
Finance
QuickBooksSync invoices and payments with QuickBooksKeep invoices and payments in QuickBooks in step with your contracts and balances.
FreshBooksSend invoices through FreshBooksBill customers from FreshBooks and see what each one owes in the CRM.
ShopifyBring Shopify customers and orders inConnect your Shopify store to see each customer's orders and lifetime value.
PayPalCollect invoice payments with PayPalLet customers pay invoices with PayPal and see those payments land in Transactions.
WiseTrack international bank transfersReceive payments in many currencies with Wise and see each transfer next to the invoice it pays.
Communication
Google MeetSchedule customer calls with a Meet linkCreate Google Meet links for meetings you schedule in Accordee and keep each call next to the customer it was with.
Microsoft TeamsSchedule customer calls on TeamsCreate Teams meetings from Accordee for customers on Microsoft 365, with the call logged on their profile.
DiscordPost updates to your community serverKeep customer communities on Discord and hear about account activity where your team already talks.
ZoomLog calls and attach recordings to customersRun customer calls on Zoom and keep every meeting next to the account it was about.
LoomSend video walkthroughs from MessagesRecord quick video walkthroughs and send them to customers without scheduling a call.
TelegramGet alerts and reply to customers on TelegramSend workflow alerts to Telegram chats and keep customer conversations next to their profile.
Others
TreehouseTrack customer training progressEnrol customers' teams in Treehouse courses and follow their progress during onboarding.
Google AdsSee which campaigns brought in revenueConnect Google Ads to see which campaigns turned into customers and contracts.
PinterestBuild Pinterest ad audiences from customersSync customer segments to Pinterest Ads to reach look-alike audiences and re-engage accounts.
ChatGPTAsk about customers from ChatGPTLook up customers, contracts and balances from ChatGPT with the Accordee app.
Google AnalyticsSee how customers found youBring Google Analytics source and campaign data onto each customer and into Home dashboards.
Meta AdsTurn Meta lead ads into customersCapture leads from Facebook and Instagram lead ads and sync customer segments as ad audiences.
Amazon BusinessSend customer gifts with Amazon BusinessOrder onboarding kits and thank-you gifts for customers with Amazon Business and track delivery.
Uber for BusinessBook rides to customer meetingsBook Uber rides to customer meetings and log trip costs against the account.
