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CRM Integration

πŸ§ͺ Partially Available

Integration for common CRMs into BranchIS. We start with Pipedrive, HubSpot, Salesforce, Raynet, ...

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Jim

Hi Martin, any news on this one's ETA? Thanks!

0    10 months ago    Reply

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Jim

Hi Martin and the team, any news on when HubSpot integration will be live? And will it required a paid HubSpot account? Thanks!

1    1 year ago    Reply

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We love to listen to our customers.
Always act with respect to each other - we are all thinking differently πŸ˜€

Martin Lonsky | BranchIS

No paid account is required to connect to HubSpot through the OAuth2.
Free accounts have deals included in base, so we can load them in.

We will complete the integration ASAP..

0    1 year ago    Reply

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We love to listen to our customers.
Always act with respect to each other - we are all thinking differently πŸ˜€

Jim

@Martin Lonsky | BranchIS: thanks. Not sure I quite understand the current situation but if integration is finished soon that's brilliant thanks.

0    1 year ago    Reply

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We love to listen to our customers.
Always act with respect to each other - we are all thinking differently πŸ˜€

Erwin van den Boogaard

I would love to see a connection with Suitedash

1    1 year ago    Reply

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We love to listen to our customers.
Always act with respect to each other - we are all thinking differently πŸ˜€

PΕ™emek Plch

Are you planning to expand integration with Raynet? Like filters and seach in business cases and some "raynet" icon or link from project detail to raynet, not just from project list? What about two way integration with raynet to access branchis project from raynet?

1    1 year ago    Reply

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We love to listen to our customers.
Always act with respect to each other - we are all thinking differently πŸ˜€

Martin Lonsky | BranchIS

Hi PΕ™emek,
yes. We are adding our own layer on top of CRMs to allow more complex filtering which are not even in those CRMs πŸ˜€

0    1 year ago    Reply

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We love to listen to our customers.
Always act with respect to each other - we are all thinking differently πŸ˜€

Martin Lonsky | BranchIS

HubSpot and Salesforce is coming soon

0    1 year ago    Reply

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We love to listen to our customers.
Always act with respect to each other - we are all thinking differently πŸ˜€

Martin Lonsky | BranchIS

Pipedrive and Raynet CRM available

0    1 year ago    Reply

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We love to listen to our customers.
Always act with respect to each other - we are all thinking differently πŸ˜€

Martin Lonsky | BranchIS changed status to πŸ§ͺ Partially Available

1 year ago

Martin Lonsky | BranchIS changed status to ⏱ In progress

1 year ago

7 votes
PΕ™emek Plch admin AJ Jim Erwin van den Boogaard Thomas Anthony Heike Ziegler
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