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CRM Integrations - Complete Guide

Connect your favorite business tools with Yobi's unified communication platform.

Yobi offers a comprehensive suite of integrations to connect your favorite business tools with your unified communication platform. These integrations help streamline workflows, synchronize data, and enhance productivity.

1

My Apps - Connected Integrations

H

HubSpot

Integrate Yobi into your HubSpot Account to synchronize your CRM data.

P

Pipedrive

Import your Pipedrive Contacts! Seamless contact synchronization.

S

Slack

Get notified in Slack! Receive important notifications directly in your channels.

N

Nexhealth

Integration with Nexhealth for healthcare communication management.

2

Available Integrations

Calendly

Easily send your Calendly link through Yobi.

Shopify

Connect your Shopify Store for unified customer communication.

Zapier

Create powerful automation workflows with thousands of apps.

Zendesk

Get your Yobi Tasks as Zendesk tickets.

Zoom

Seamlessly integrate video conferencing capabilities.

Microsoft Teams

Create calendar invites from inside Yobi.

3

Getting Started

To add or manage integrations:

  1. 1. Access your Yobi admin panel
  2. 2. Navigate to the integrations section
  3. 3. Select the integration you want to add
  4. 4. Follow the connection process for each platform

Note: Only admins can manage integrations in Yobi.