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 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.