The 8 Best Integrations

Out of the box, works great for team collaboration and project management. But the real magic begins when you integrate it with the rest of your powerful tools.

Here are the integrations that lead to the biggest time savings and efficiency gains based on my experience working with several businesses to optimize their processes:

Let’s take a closer look at why we recommend them!

Quick tip! To integrate any apps with, follow these steps:

  1. Log into your account
  2. Click on “workflows” in the top right corner to find the Workflows center
  3. Use the search bar in the top left to find the app you want to integrate
  4. Click on any recipe and follow the instructions to connect your app to
  5. Choose from the plethora of pre-built recipes or create custom ones! automations

1. Slack Integration 

Best use case: Improving project communications

If you’re like most businesses, the majority of your conversation happens in Slack - and it’s also likely to be the first app team members open to start their day. The Slack integration helps bring your project notifications front and center.

Team members receive notifications for new requests or project updates in the relevant Slack channels. And you can be sure that team members who aren’t on or who don’t routinely check their board won’t miss any critical updates.

Here’s one example from our Slack workspace. Our virtual assistant gets a non-intrusive notification anytime there’s a new task assigned on with a link straight to the task. slack integration

Here are some additional ideas of what you can do with the Slack integration on both ends:


And if you use Microsoft Teams instead, there’s a integration with Teams.

Related: How to Streamline Your Communications in Slack

2. Hubspot Integration 

If HubSpot is your CRM, you can sync your contacts, companies, and deals into a board with a HubSpot integration

Any changes you make within HubSpot will be reflected on If you drag a deal from ‘discovery call booked’ to ‘proposal sent,’ for example, it automatically syncs to You can use those changes to kick off a ton of automation — like notifying the customer success team to reach out to a closed contact, for example. hubspot integration

This integration allows customer success teams to see what's coming next without going into Hubspot. They can see how many deals are in the pipeline within and manage capacity, so the right person is assigned to each account once they close.

There is a integration with Salesforce that works similarly to this setup — if Salesforce is your CRM.

3. PandaDoc Integration 

Best use case: Seamlessly creating sales contracts

If you’re like most early-stage companies, you house contract templates in Google Docs, then manually enter new client information, download, and send via email for every new deal. There’s a better way to generate contracts fast. pandadoc integration

With the PandaDoc integration, you can automatically pull deal information into your contracts like contact name, email, phone numbers, and payment terms from dynamic fields in your boards. This automation allows you to send client contracts in a few clicks. Your sales team will no longer spend hours every week retyping the same information in different tools.

4. Mailchimp Integration 

Best use case: Automated emails doesn’t have an email marketing function, but that doesn’t mean you can’t automate email marketing from your account.

Integrate with MailChimp to send personalized email marketing campaigns to contacts depending on where they are in the buyer’s journey. Whenever you add new contacts to your contact board — or update a contact status — MailChimp can automatically update your contact list to reflect the changes. mailchimp automation

When someone moves from lead to client, for example, you may have an upsell email campaign that you want to send the contacts. With the MailChimp integration, you no longer have to manually export and import data into MailChimp to trigger campaigns.

5. Jira Integration

Create a two-way sync with Jira to keep information flowing from team to team — even if each team operates within different tools.

With the Jira integration, your customer success team can easily flag issues for your developers. Likewise, developers can communicate changes to customer support seamlessly. jira integrations

Alt text: Jira integration

This aids cross-functional collaboration and ensures that each team doesn’t have to leave its system of record.

6. Gmail Integration

Best use case: Automated CRM email activity tracking

Gmail (or Outlook) is where most of your external communications happen. The Gmail integration makes it possible to track and sync those communications with leads and clients to gmail integration

When you send emails from your Gmail account, your contact’s name, title, phone number, and all the information in their email signature syncs to their record in your board.

It also updates the records with the last activity date so you can set up automations that remind you to touch base in 30 days or so. That way, you’re not letting any contacts or leads slip through the cracks.

There’s a Outlook integration too.

7. Zendesk Integration

Best use case: Stellar customer support

The Zendesk integration is very similar to the Jira one. It syncs customer support tickets in Zendesk with account-level project tracking or client onboarding on

So, if your customer support runs on Zendesk, you can sync and Zendesk to automatically turn support tickets into tasks for your engineering team. Zendesk integration

That also means your Customer Success team can see all the tickets a particular customer has submitted. With that visibility, customer success services each account with full knowledge of the tickets they’ve opened. You can check in monthly or get on a call to sell renewals.

8. Twilio Integration

Best use case: Auto-deliver updates via SMS

Text messages are the fastest way to get someone’s attention. You can integrate with Twilio and automatically send text messages when your items reach a pre-specified status. Twilio integration

Let’s say you run an auto mechanic workshop and track car drop-offs on When someone drops off their car at the lot for a tire or oil change, you can pre-program to trigger a text message that says, “we’ve successfully received your car” using Twilio.

And as the car moves through each stage of service, the customer will get a text message update. That’s the kind of care customers appreciate!

Get your tools working for you!

If your tools don’t communicate with each other in a way that surfaces the information team members need when and where they need it, then you're working for your tools more than your tools are working for you. 

The first step to improving how your tools work is to audit your processes and find opportunities for automation and integrations - a good indicator is when two sequential steps use different tools. That way, you can automate data entry and simple notifications (to save hours and thousands of dollars over the course of a year).

Need help auditing and optimizing your tool stack? Contact us, process optimization is what we do!

FAQs about integrations:


How many integrations does have? has over 50 integrations and counting.

What integrations does have? integrates with Slack, Google Calendar, Trello, Figma, Canva, Salesforce, Zapier, Adobe Creative Cloud, and Asana. These are just a few of the available integrations. To check if your tool integrates with, search the workflow center on

How do integrations work with

To use integrations with, you will need a account and a separate account with the tool or platform you want to integrate with. You will also need to install any necessary integrations from the Marketplace or through the integrations page in your account.

Once the integration is installed, you will typically be asked to authorize the connection between and the other tool or platform. This will typically involve logging in to your account with the other tool and granting permission for to access your data.

After the integration is set up, you can sync data between and the other tool or platform. 

Does have teams integration?

Yes, has a Teams integration. You can find it here.

Can integrate with Excel?

No, doesn’t natively integrate with Excel. But you can import and export data between the two tools. Alternatively, you can set up a Zapier automation to automatically transfer data between the two tools.

Can you integrate with Sharepoint? has a native document management system, so there’s no native Sharepoint integration. However, you can link out to Sharepoint files within

Also, you can use a Zapier integration to create custom integrations for almost any tool.

Can you integrate email with

Yes, you can integrate email with using service providers like Gmail and Outlook. You can also integrate an email marketing tool like MailChimp with

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