15+ Integrations & Growing

Integrates With Your Existing Workflow

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Seamless integrations that work out of the box.

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Connect with your favorite tools

One-click setup for all major platforms

HeyReach

LinkedIn Outreach

HubSpot CRM

CRM

Salesforce

CRM

Slack

Communication

Notion

Documentation

Jira

Project Management

Google Workspace

Video Conferencing

Microsoft Teams

Video Conferencing

Zoom

Video Conferencing

HeyReach

LinkedIn Outreach

LinkedIn outreach automation with unified analytics

Features:

Sync LinkedIn campaigns and prospects

Track connection requests and replies

Unified dashboard with proposal metrics

Auto-link prospects to proposals

Real-time webhook updates

Available on: Pro & EnterpriseLearn More

HubSpot CRM

CRM

Two-way sync with deals and contacts

Features:

Two-way sync with deals and contacts

Auto-match transcripts to HubSpot deals

Sync proposals to deals

Activity logging

Webhook support

Available on: All plansLearn More

Salesforce

CRM

Sync opportunities and leads

Features:

Sync opportunities and leads

Custom field mapping

Real-time updates

Trigger workflows

Bi-directional sync

Available on: Pro & EnterpriseLearn More

Slack

Communication

Team notifications and collaboration

Features:

Notifications for new transcripts

Proposal generation alerts

Team collaboration

Channel integration

Custom slash commands

Available on: All plansLearn More

Notion

Documentation

Export requirements to Notion

Features:

Export requirements to Notion

Sync proposals

Create pages from templates

Workspace integration

Automatic page creation

Available on: Pro & EnterpriseLearn More

Jira

Project Management

Create issues from requirements

Features:

Create issues from requirements

Auto-populate from transcripts

Link to epic/story

Status sync

Custom field mapping

Available on: Pro & EnterpriseLearn More

Google Workspace

Video Conferencing

Google Meet recording integration

Features:

Google Meet recording integration

Export to Google Docs

Calendar sync

Drive storage

Automatic transcription

Available on: All plansLearn More

Microsoft Teams

Video Conferencing

Teams call recording

Features:

Teams call recording

Export to Word

Outlook calendar sync

OneDrive storage

Meeting transcription

Available on: All plansLearn More

Zoom

Video Conferencing

Auto-record Zoom calls

Features:

Auto-record Zoom calls

Cloud recording sync

Participant tracking

Transcript import

Automatic processing

Available on: All plansLearn More

Coming Soon

More Integrations on the Way

We're constantly adding new integrations based on customer feedback

Pipedrive

CRM

Monday.com

Project Management

Asana

Project Management

Linear

Project Management

Intercom

Communication

Zendesk

Support

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Securely connect your account with one-click OAuth authentication

Configure & Sync

Customize sync settings and watch data flow automatically between platforms

Why Integrate with PreSales.IO?

Save Time

Eliminate manual data entry and reduce context switching between tools

Stay Synced

Keep all your tools updated with real-time, bi-directional syncing

Boost Productivity

Automate workflows and focus on high-value sales activities

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