Integrations
Your Tools, Connected.
Your Data, Flowing.
Count your logins. The CRM. The scheduling software. The marketing platform. The phone system. None of them talk to each other—until now. Yobi connects the tools you already use into one system that actually works together.
- Zoho
- HubSpot
- Salesforce
- Teams
- Dentrix
- Eaglesoft
- OpenDental
- Zapier
40+ integrations — CRMs, practice management systems, social platforms, and more.
The problem
You Shouldn't Be the Integration Layer
You've got tools. Plenty of them.
There's the CRM where customer info lives. The calendar where appointments go. The marketing platform that tracks campaigns. The phone system that logs calls. The review tool that manages your reputation.
None of them talk to each other.
So you copy customer details from one system to another. You manually update appointment records. You cross-reference spreadsheets to see what's actually happening in your business. You've become the human integration layer—the person who makes sure data gets from here to there.
That's not what you signed up for.
Every handoff is a chance for something to slip through. Every manual entry is time you could spend on actual work. Every disconnected system creates gaps where customers disappear.
How Yobi fixes it
One System. Everything Connected.
Yobi doesn't add another tool to your stack. Yobi connects the stack.
When a customer reaches out—through a call, a message, a social inquiry—Kate captures the information and it flows to your CRM automatically. When Kate books an appointment, it appears in your calendar. When a campaign generates interest, that interest becomes a booked appointment without anyone copying and pasting.
Marketing and call handling. CRM and scheduling. Social media and customer records.
One connected system. No manual data entry. No gaps for customers to fall through.
All businesses
For Every Business
The tools you use every day, working together with Yobi..
CRM
Zoho
Customer conversations handled by Kate sync directly to Zoho. New contacts, call records, appointment details—everything flows into your CRM without manual entry. Your sales team sees the full picture without chasing information.
CRM
HubSpot
Kate's conversations appear in HubSpot contact records. Marketing efforts connect to actual appointments. Your team can see every interaction a customer has had, from first click to booked appointment.
CRM
Salesforce
Enterprise-ready integration puts Kate's work directly into Salesforce. Call outcomes, customer requests, booked appointments—all logged where your team expects to find them.
Communication & Collaboration
Microsoft Teams
Stay connected to what's happening without leaving Teams. Get notifications when high-priority calls come in. Review Kate's conversations. Keep your whole team informed about customer activity.
Social Media
When someone messages your business page at 10 PM, Kate answers. She provides information, answers questions, and books appointments—turning your Facebook presence into a 24/7 customer service channel.
Social Media
Inquiries through Instagram don't sit unanswered. Kate responds to DMs, handles common questions about your business, and converts social interest into scheduled appointments.
Automation & Connectivity
Zapier
Connect Yobi to thousands of additional apps. Trigger workflows when appointments book. Send data to specialized tools your business relies on. If it works with Zapier, it works with Yobi.
More
And Many More
Yobi connects to the tools that power your business. Don't see yours listed? We're adding new integrations regularly, and Zapier extends our reach to thousands of additional applications.
Schedule a demo to discuss your specific setup.
Dental practices
For Dental Practices
Direct integration with your practice management system means appointments book straight to your schedule.
Practice management
Dentrix
The most widely used dental practice management system, directly connected. When Kate books a new patient for a cleaning, it appears in Dentrix—correct provider, correct appointment type, correct duration. No double-entry. No transcription errors. No appointments falling through cracks.
Practice management
Eaglesoft
Patterson's practice management system integrates seamlessly. Kate books directly into Eaglesoft, checking availability in real-time and placing appointments exactly where they belong.
Practice management
Open Dental
For practices running Open Dental, Kate has direct access to your schedule. Real-time availability checks ensure she never double-books. Appointment details sync automatically.
More
And Many More
Yobi integrates with 15+ additional dental practice management systems.
Don't see yours? Let's talk.
See Your Tools Working Together
You've got the software. You've got the systems. What you don't have is the time to manually connect them all. Let us show you what it looks like when everything works together. When a call becomes an appointment becomes a CRM record—automatically, instantly, correctly.
Schedule a demo. We'll walk through your specific setup and show you exactly how Yobi connects it.