CRM Integrations - Complete Guide

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 across your entire organization.

My Apps - Connected Integrations

HubSpot

Integrate Yobi into your HubSpot Account to synchronize your CRM data with your communication platform.

Pipedrive

Import your Pipedrive Contacts! This integration allows seamless contact synchronization between Pipedrive and Yobi.

Slack

Get notified in Slack! Connect Yobi with Slack to receive important notifications and updates directly in your Slack channels.

Nexhealth

Integration with Nexhealth for healthcare communication management.

Available Integrations to Add

Calendly

Easily send your Calendly link through Yobi, streamlining appointment scheduling within your conversations.

Shopify

Connect your Shopify Store! This integration links your e-commerce platform with Yobi for unified customer communication.

Zapier

Automate Yobi with Zapier! Create powerful automation workflows connecting Yobi with thousands of other apps.

Zendesk

Get your Yobi Tasks as Zendesk tickets! This integration helps manage support tickets across both platforms.

Zoom

Have your Zoom ready to go! Seamlessly integrate video conferencing capabilities with your Yobi communications.

Microsoft Teams

Integrate your Microsoft teams account and create calendar invites from inside Yobi, enhancing team collaboration and scheduling.

Zoho

Zoho integration for connecting your Zoho suite with Yobi's communication platform.

Bigcommerce

Bigcommerce integration for e-commerce businesses using the Bigcommerce platform.

Integration Management

Admin Privileges

Only admins can manage integrations in Yobi. Admin users have the ability to:

Install new integrations
Connect existing integrations
Disconnect integrations when no longer needed
Manage all channels and integration settings

User Roles

Yobi has two types of users:

Admins

Can add or remove team members through the "Manage Users" portal and have the ability to install, connect, or disconnect channels and integrations

Users

Standard users who can utilize connected integrations but cannot manage them

How Integrations Work

CRM Integrations (HubSpot, Pipedrive)

Synchronize contacts between your CRM and Yobi
Access customer information during conversations
Update CRM records from within Yobi

Communication Integrations (Slack, Microsoft Teams)

Receive Yobi notifications in your team collaboration tools
Create calendar invites directly from Yobi
Enhance team coordination and response times

E-commerce Integrations (Shopify, Bigcommerce)

Connect your online store with customer communications
Access order information during customer conversations
Provide better customer support with integrated data

Support & Productivity (Zendesk, Zapier)

Convert Yobi tasks to support tickets
Automate workflows between Yobi and other tools
Increase efficiency with automated processes

Scheduling & Conferencing (Calendly, Zoom)

Share scheduling links during conversations
Start video calls seamlessly
Manage appointments within your communication flow

Best Practices

Integration Setup

Plan which integrations will benefit your workflow most
Start with essential integrations before adding more
Test integrations thoroughly before full deployment
Train team members on how to use integrated features

Data Management

Ensure data synchronization is working correctly
Regular audits of integrated systems
Maintain data consistency across platforms

Team Adoption

Document integration workflows for your team
Provide training on new integrated features
Gather feedback on integration effectiveness
Iterate and improve integration usage

Getting Started

To add or manage integrations:

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

Remember: Importing contacts and managing integrations are exclusive admin functions, ensuring proper data management and security.