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Integrations

Simplified generates leads, quotes, and accepted jobs. Integrations push that activity into the systems you already run your business on, so your team does not have to copy information between tabs.

Connectors are available for HubSpot, Zoho, GoHighLevel, and Payaca. Once connected, activity in Simplified creates and updates contacts and deals in your CRM as your customer moves through a quote or proposal.

Card payments run through Stripe, and appointment booking can use the built-in calendar, Calendly, or Cal.com.

Walkthrough videos​

HubSpot Connector

Go High Level Connector

What this section will cover​

  • Choosing and connecting a CRM connector
  • HubSpot, Zoho, GoHighLevel, and Payaca setup
  • What syncs and when, including which events create records and which only update them
  • Connecting a calendar for survey and site-visit bookings
  • Taking payments with Stripe
note

These pages are being written. Watch the HubSpot and GoHighLevel walkthroughs above, or browse the full video library.