Integrations Types:

Single Source Payouts Eligibility

CRM (9):

• Salesforce
• HubSpot
• Close
• Pipedrive
• Zoho
• Copper
• Sugar
• Microsoft 365
• LeadLink

Spreadsheets (3):

• Google Sheets
• Excel
• Smartsheet

Customer Support:

1:1 Implementation & Training

Dedicated CX Manager

Zoom Support & Live Chat

Integration & Data Configuration Guidance

45-60 day implementation, on average.

Integrations Types:

Multi-Source Payouts Eligibility

Integrations:

CRM (11):

• Zoho
• Pipedrive
• Copper
• Close
• Keep
• JobAdder
• Microsoft 365
• ConnectWise
• LeafLink
• HubSpot (+ App)
• Salesforce (+ App)

Spreadsheets (3):

• Google Sheets
• Excel
• Smartsheet

HRIS (1):

• Rippling

Accounting (7):

• QuickBooks
• Maxio
• Xero
• Sage Intacct
• Stripe
• Chargebee
• NetSuite

Analytics (5):

• Tableau
• Looker
• Domo
• Snowflake
• BigQuery

Customer Success:

Dedicated Data Engineer

Priority Support Access

Integration & Data Configuration Management

45-60 day implementation, on average.

Integrations Types:

Multi-Source Payouts Eligibility

Integrations:

CRM (11):

• Zoho
• Pipedrive
• Copper
• Close
• Keep
• JobAdder
• Microsoft 365
• ConnectWise
• LeafLink
• HubSpot (+ App)
• Salesforce (+ App)

Spreadsheets (3):

• Google Sheets
• Excel
• Smartsheet

HRIS (1):

• Rippling

Accounting (7):

• QuickBooks
• Maxio
• Xero
• Sage Intacct
• Stripe
• Chargebee
• NetSuite

Analytics (5):

• Tableau
• Looker
• Domo
• Snowflake
• BigQuery

Dedicated Data Engineer

Priority Support Access

Integration & Data Configuration Management

75-90 day implementation, on average.