INTEGRATIONS
Turn QR, text and voice inquiries into useful information in the systems your team already uses. Start with our existing integrations, or ask us about a custom connection.
START WITH WHAT’S BUILT
Built connections. We’ll confirm setup and supported functions for your account.
Field service management
Send SMS inquiry details to Jobber clients, with request and note handling for supported workflows.
SetupRequires an authorized Jobber account. Setup and supported functions are confirmed with your team.
Ask about setupCRM
Create or update CRM contacts from SMS inquiries and add inquiry details as contact notes.
SetupRequires an authorized HubSpot CRM account and configured account access. Setup and supported functions vary.
Ask about setupLET’S CONNECT YOUR WORKFLOW
Need another platform? We can scope a custom integration using its available APIs. Development, account eligibility and supported functions vary.
7 platforms
Real estate CRM
Potential scope: lead and contact handoff.
Before we buildStandard API integration. Direct messaging inside the Follow Up Boss inbox requires separate partner access and is not included in this offer.
Discuss this integrationField service management
Potential scope: qualified lead handoff.
Before we buildHousecall Pro MAX subscription and administrator-provided API access required.
Discuss this integrationCRM
Potential scope: lead and contact handoff.
Before we buildRequires an eligible Zoho CRM account and customer authorization.
Discuss this integrationRestaurants and retail
Potential scope: customer and transaction-related workflows, subject to API permissions.
Before we buildRequires seller authorization. Exact data access and workflow are confirmed during scoping.
Discuss this integrationCRM
Potential scope: contact handoff to your sales team.
Before we buildRequires a Freshsales account with API access and customer-authorized account permissions.
Discuss this integrationLegal practice management
Potential scope: intake contact handoff through a private connection for a single law firm.
Before we buildRequires an eligible paid Clio Manage account, firm authorization and a private app for that firm. EasyStart is not eligible.
Discuss this integrationRestaurants and retail
Potential scope: customer and order-related workflows for your online store.
Before we buildRequires a WooCommerce store and store administrator authorization. Access and supported workflows are confirmed during scoping.
Discuss this integrationCustom connections require development. Scope and pricing are agreed before work begins.
FROM IDEA TO A TESTED CONNECTION
Share your platform and the workflow you want to connect.
We check supported functions, account access, development scope and pricing.
We configure the agreed integration and verify it with your team.
A FEW USEFUL ANSWERS
Clear expectations, from the first conversation.
Jobber and HubSpot are built. Setup and supported functions vary; ask us to confirm the workflow for your account.
No. Cards marked “Custom integration on request” require scoping and development before they can be connected.
Sometimes. Housecall Pro requires MAX for its public API, and other platforms may have API eligibility requirements. We confirm account access before work begins.
We can evaluate it based on the available APIs and the workflow you want to connect.
Custom integration scope and pricing are confirmed before work begins. Ask us what applies to your aigentQR plan.
No. Connecting a CRM does not itself grant marketing consent. Your team still needs to establish permission for any additional marketing messages.
YOUR SOFTWARE. YOUR WORKFLOW.
Tell us where a conversation should go next.
Discuss an integration