Integrations for the inbox, calendar and tools your sellers already use

Every thread with a contact on a deal lands on that deal, from the first reply.

The same inbox filing for Microsoft 365 and Exchange Online.

Meetings show on the deal, and a booked meeting stops the sequence.

Recordings, length and notes attach to the deal after every call.

Meet calls and their notes logged on the deal, no copy and paste.

Teams meetings with prospects logged on the right deal.

Click to call and text from the deal page, with every call logged.

A booked Calendly meeting creates the contact and the deal in Lead.

Won deals and slipped deals posted to the channel you choose.

A paid invoice marks the deal won and fills in the real amount.

Create the customer and first invoice in QuickBooks when a deal is won.

Save a profile as a contact on a deal in one click from the browser.

Move deals, contacts, companies, notes and emails over in one import.

Bring opportunities, accounts and activity history across in a day.

Attach proposals and contracts from Drive to the deal.

Link account plans and call notes to the deal they belong to.