Put Penny’s call details where your office does the work.
A visit on the calendar, a request for the dispatcher, or a callback in your team’s channel: see what each connection delivers. Each page lists the fields, setup, and first result to check.
11 connection options · 6 connectors you can request
Calendar
Direct connection · Starter
Google Calendar
A Thursday appointment belongs on the same calendar your crew checks in the morning. Penny reads availability, offers a time within your hours, and confirms the visit after Google Calendar accepts it.
See fields and setupDirect connection · Starter
Outlook Calendar
Keep booking in the Microsoft calendar your office uses. Penny checks its busy times and your working hours, then writes the appointment the caller accepts so the office can see the agreed visit.
See fields and setup
Field service
Direct connection · Pro
Jobber
A caller reports a dripping kitchen faucet. When the call ends, Penny finds the client in Jobber by phone number, or adds a new one, and creates a Request with what the caller said. Your office starts the follow-up from there.
See fields and setupDirect connection · Pro
Housecall Pro
The dishwasher will not drain, and the caller wants a service visit. When the call ends, Penny finds the customer in Housecall Pro by mobile number, then email, or adds a new one, and creates a lead with the problem, the address, and her summary for your office to review and schedule.
See fields and setup
CRM
Via Zapier or your workflow · Starter
HubSpot
A quote request reaches the HubSpot contact your team follows up, with the caller’s question in the fields you choose. Use Zapier to set the contact match and attach the captured details after the call.
See fields and setupVia Zapier or your workflow · Starter
Salesforce
Your sales team receives the caller’s request in the Salesforce object your administrator chooses. A Zap maps Penny’s captured details after the call, using your required fields and assignment rules.
See fields and setup
Automation
Via Zapier or your workflow · Starter
Zapier
Put the lead in a sheet, create a callback task, or file an inquiry in the app your office uses. Penny supplies the call details; your Zap decides which calls qualify and where those details go.
See fields and setup
Messaging
Via Zapier or your workflow · Starter
Slack
The painting estimate needs a follow-up. A Zap posts Penny’s summary and the details she took down to the Slack channel your office watches, so the person returning the call can see what the customer asked for.
See fields and setupVia Zapier or your workflow · Starter
Microsoft Teams
An existing customer wants a call about an estimate. A Zap posts Penny’s summary and the details she took down to the Teams channel your office watches, so the person making the callback starts from what the customer said.
See fields and setup
Accounting
Via Zapier or your workflow · Starter
QuickBooks
Your bookkeeper can start from the name, phone number, and address the caller supplied. A Zap maps approved inquiries into QuickBooks Online when your office is ready to create a customer.
See fields and setup
Scheduling
Via Zapier or your workflow · Starter
Calendly
Give Penny the Calendly event link your office sends for consultations or estimates. She can share it in chat; the visitor chooses a time and completes the booking on your Calendly page.
See fields and setup
Property management
Request a connector · Pro
AppFolio
A tenant’s leak report needs the property, unit, and callback number beside it. Request an AppFolio connection by showing us where those details should go and who reviews the maintenance intake.
Describe your workflowRequest a connector · Pro
Buildium
Your office sorts a resident’s maintenance request differently from an owner’s call. Request a Buildium connector with your intake categories, required location details, and the person who reviews each request.
Describe your workflow
Real estate CRM
Request a connector · Pro
Follow Up Boss
An inquiry about the address on a sign should reach the agent with the caller’s question attached. Tell us how your Follow Up Boss team matches contacts and routes those notes so we can review the connector request.
Describe your workflow
Legal practice
Request a connector · Pro
Clio
Your firm needs enough information to review an inquiry and arrange the next conversation. Request a Clio connector with the fields your lawyer approves, the receiving product, and the staff member responsible for intake.
Describe your workflow
Auto shop
Request a connector · Pro
Tekmetric
The service writer needs the vehicle and the customer’s description before discussing the visit. Request a Tekmetric connector by showing where that intake belongs and how your shop matches customers with vehicles.
Describe your workflowRequest a connector · Pro
Shop-Ware
A new service inquiry and a callback about an existing repair order need different handling. Tell us where each belongs in Shop-Ware and which customer and vehicle details your advisor needs to review it.
Describe your workflow