Integrations
An integration connects two tools you already use, so a detail entered in one appears in the other without anyone retyping it.
- Your website form and your customer list or CRM: an enquiry arrives as a record, with the name, the number and the request in the right fields.
- Your inbox and your customer list: messages file themselves against the customer they came from.
- Your work list and your accounting tool: work marked done drafts the invoice, and a person checks it before it goes.
- Every connection reports its own failures, so an alert reaches a person instead of information going missing quietly.