INTEGRATIONS
AI That Works With the Tools You Already Use
Built For Business AI connects AI agents and workflows to your CRM, email, calendars, finance systems, e-commerce platforms, support tools, social channels and internal data, so AI works inside your business instead of beside it.
Free 30-minute consultation · No obligation
Your Business Already Runs on Software. AI Should Too.
Most AI tools live in a separate window. Your team copies information in, copies answers out and updates every system by hand. That's just one more tool to manage.
We take a different approach. Built For Business AI connects AI directly to the systems that already run your business, so it can read the information it needs, take action where the work happens and keep everything in sync.
No need to start over. We build around the systems your business already uses, adding AI capabilities wherever they can deliver the greatest value.
What AI Can Do Inside Your Systems
Once connected, AI agents can work with your tools in five ways:
Read
Pull information from your systems, such as records, emails, documents and metrics.
Update
Write back to your systems: log activity, update fields and create records.
Act
Trigger workflows, send messages, schedule meetings and create tasks.
Connect
Move information between tools so nobody has to copy and paste.
Monitor
Watch for events and changes and alert the right people.
One Workflow. Five Connected Systems.
Illustrative example: an online customer order
01
Shopify
A customer places an order.
02
ShipStation
Shipment information is retrieved and fulfillment status is tracked.
03
QuickBooks
Transaction details are prepared or synchronized for finance review.
04
Klaviyo
An approved post-purchase communication sequence is triggered.
05
Slack
If an issue or delay occurs, the appropriate team receives an alert with recommended next steps.
Instead of manually transferring information between systems, connected workflows can coordinate these activities. With AI connected across them, your team can step in when something needs attention.
Popular Business Platforms
Explore how custom AI agents and automated workflows can be designed to work with widely used business software. Available capabilities depend on each platform's integration options, permissions and account configuration.
Salesforce
Score and route leads, update contacts and opportunities, summarize account activity, draft follow-ups and trigger workflows when deals change stage.
HubSpot
Enrich contacts, score leads, personalize emails, update deals and report on campaign and pipeline performance.
Microsoft 365
Triage and draft Outlook email, schedule meetings, find documents in SharePoint and OneDrive, and update Excel reports.
Google Workspace
Triage Gmail, schedule in Google Calendar, draft in Docs, update Sheets and organize files in Drive.
Slack
Deliver alerts and briefings, answer questions in channels, request approvals and start workflows from a message.
Microsoft Teams
Post updates and briefings, route approvals, answer team questions and summarize meetings.
QuickBooks
Prepare invoice and bill entries for approval, categorize transactions, track overdue invoices and produce financial summaries.
Shopify
Answer order questions, draft product content, monitor inventory and analyze sales, returns and reviews.
Zendesk
Classify and route tickets, draft replies, surface knowledge articles and report on recurring issues.
LinkedIn
Draft and schedule company posts, report on page engagement and support prospect research within LinkedIn's terms of use.
Meta (Facebook & Instagram)
Draft and schedule posts, answer common messages, monitor comments and report on post and ad performance.
TikTok
Generate content ideas and captions, plan posting calendars and track performance.
Google Analytics
Summarize traffic and conversion trends, flag unusual changes and answer performance questions in plain language.
Integration Directory
Explore 180+ business platforms and tools that can potentially be connected to custom AI agents and workflows. Integration availability depends on platform APIs, account permissions, subscription requirements and business needs. We confirm technical feasibility during your AI Discovery. Categories include custom and internal systems.
182 platforms
CRM & Sales
Keep records current, score and route leads, prepare reps for meetings and automate follow-up.
- Salesforce
- HubSpot
- Microsoft Dynamics 365
- Zoho CRM
- Pipedrive
- Freshsales
- Close
- Copper
- monday sales CRM
- Keap
- Apollo.io
- ZoomInfo
- Outreach
- Salesloft
- Gong
- LinkedIn Sales Navigator
Email, Calendar & Productivity
Triage inboxes, draft replies, schedule meetings and work with documents and spreadsheets.
- Microsoft 365
- Outlook
- Excel
- Word
- Google Workspace
- Gmail
- Google Calendar
- Google Docs
- Google Sheets
- Calendly
- Zoom
Collaboration & Project Management
Post updates, request approvals, create and track tasks and answer questions where your team already works.
- Slack
- Microsoft Teams
- Asana
- monday.com
- ClickUp
- Trello
- Jira
- Confluence
- Notion
- Airtable
- Basecamp
- Smartsheet
- Wrike
Marketing, Email & Web
Research, create, publish and optimize content and campaigns across channels.
- HubSpot Marketing Hub
- Mailchimp
- Klaviyo
- ActiveCampaign
- Adobe Marketo Engage
- Constant Contact
- Brevo
- WordPress
- Webflow
- Wix
- Squarespace
- Semrush
- Ahrefs
- Canva
Social Media & PR
Monitor conversations, draft and schedule posts, track engagement and find PR opportunities.
- TikTok
- X (Twitter)
- YouTube
- Hootsuite
- Sprout Social
- Buffer
- Later
- Muck Rack
- Cision
- Meltwater
Advertising
Report on spend and results, flag underperforming campaigns and draft ad variations.
- Google Ads
- Meta Ads
- LinkedIn Ads
- Microsoft Advertising
- TikTok Ads
- Amazon Ads
Analytics & Business Intelligence
Pull numbers from across the business, spot trends and explain performance in plain language.
- Google Analytics
- Google Search Console
- Looker Studio
- Microsoft Power BI
- Tableau
- Looker
- Mixpanel
- Amplitude
- Hotjar
Customer Support & Service
Answer routine questions, classify and route tickets, draft replies and surface customer insights.
- Zendesk
- Intercom
- Freshdesk
- Help Scout
- Gorgias
- Salesforce Service Cloud
- HubSpot Service Hub
- Front
- Kustomer
- LiveChat
Finance, Accounting & Payments
Process invoices and expenses, track receivables and prepare financial reports for review.
- QuickBooks
- Xero
- NetSuite
- Sage Intacct
- FreshBooks
- BILL
- Expensify
- Ramp
- Brex
- Stripe
- PayPal
- Square
- Avalara
E-Commerce & Marketplaces
Answer order questions, manage product content and monitor sales, inventory and reviews.
- Shopify
- WooCommerce
- BigCommerce
- Adobe Commerce (Magento)
- Amazon Seller Central
- Walmart Marketplace
- eBay
- Etsy
- Recharge
- Yotpo
ERP, Inventory & Supply Chain
Track orders, suppliers and stock levels, flag exceptions and keep systems in sync.
- NetSuite
- SAP Business One
- Microsoft Dynamics 365 Business Central
- Odoo
- Acumatica
- Epicor
- Fishbowl
- Cin7
- ShipStation
- ShipBob
- FedEx
- UPS
- USPS
- DHL
HR, Recruiting & Learning
Support onboarding, answer policy questions, coordinate hiring steps and guide training.
- BambooHR
- Gusto
- Rippling
- ADP
- Paychex
- Workday
- Deel
- Greenhouse
- Lever
- Lattice
- TalentLMS
Documents, Storage & E-Signature
Find, read, organize and extract information from documents and route them for signature.
- SharePoint
- OneDrive
- Google Drive
- Dropbox
- Box
- DocuSign
- Adobe Acrobat Sign
- PandaDoc
- Dropbox Sign
Phone, Messaging & Meetings
Summarize calls and meetings, send reminders and handle routine text and chat conversations.
- Zoom
- Google Meet
- RingCentral
- Dialpad
- Aircall
- Twilio
- WhatsApp Business
- SMS
Industry Platforms
Connect AI to the specialized systems your industry relies on.
- Follow Up Boss (real estate)
- Lofty (real estate)
- dotloop (real estate)
- SkySlope (real estate)
- ICE Encompass (mortgage)
- Redtail CRM (financial advisors)
- Wealthbox (financial advisors)
- Clio (legal)
- Karbon (accounting)
- Mindbody (wellness)
- Vagaro (wellness)
- Jane (health and wellness)
- Procore (construction)
- ServiceTitan (home services)
Data, Automation & Custom Systems
Work with your databases, internal tools and existing automations, or anything with an API.
- Snowflake
- Google BigQuery
- PostgreSQL
- MySQL
- Microsoft SQL Server
- Zapier
- Make
- n8n
- Microsoft Power Automate
- REST APIs
- Webhooks
- Custom and internal systems
Don't See Your Tool?
If your software has an API, webhooks or a database, or can export structured data, an integration may be possible. We assess feasibility first. That includes:
- Industry-specific platforms
- Internal databases and custom-built applications
- Spreadsheets and shared inboxes that run key processes today
- Existing automations in Zapier, Make, n8n or Power Automate
Bring your list of tools to your AI Discovery and we'll confirm what's possible.
Secure, Permission-Based Connections
Connecting AI to your systems should never mean losing control of them. Every integration is designed around these principles:
Permission-based access
AI gets only the access each workflow needs, nothing more.
Official connections
We use each platform's official APIs and secure sign-in methods wherever they're available.
Your accounts, your data
Integrations run on your accounts, and you can review or revoke access at any time.
Human approval where it matters
Sensitive actions, such as sending customer messages, posting financial entries or changing key records, can require approval.
Visibility
Workflow activity is logged, so you can see what AI did and when.
Security and access requirements are reviewed during discovery and implemented according to the systems, integrations and business requirements involved.
How We Connect Your Systems
Map your systems
We document the tools you use, how information flows between them and where work gets stuck.
Confirm access
We confirm the access, permissions and plan levels each connection needs and review them with you.
Build and test
We build the connections and test them with real scenarios before anything goes live.
Monitor and maintain
Software changes. Based on your agreed support plan, we can monitor integrations and update them as your tools and needs evolve.
Integrations evolve as software and business needs change. We offer ongoing monitoring, maintenance and optimization based on your agreed support plan as your business grows.
Frequently Asked Questions
Do we need to replace any of our software?
Usually not. The goal is to make the systems you already rely on work together, with AI connected to them.
Does an integration on this list mean you're partnered with that company?
No. Listing a tool identifies a potential integration opportunity, subject to technical feasibility. It does not imply a partnership with, or endorsement by, that company. Our technology partners are listed on the Partners page.
What if our software isn't listed?
If it has an API, webhooks, a database or a structured export, we may be able to connect to it. We confirm what's possible during the AI Discovery.
Do we need a specific plan or edition of our software?
Sometimes. Some platforms only allow API access on certain plans. We check this early, during discovery, so there are no surprises.
Who owns the accounts and data?
Your organization retains ownership of its accounts and data. Access controls and revocation options depend on the specific integration and are reviewed during setup. You can request an access review at any time.
What happens when a tool changes or updates?
Software platforms change their features and APIs over time. Under an agreed support plan, we monitor and maintain your integrations so your workflows keep running.
Can AI work across several tools in one workflow?
Yes. That's where the biggest gains usually are: one workflow that moves information across your CRM, inbox, finance system and team chat without manual handoffs.
Which Systems Run Your Business?
Bring your list of business tools to a free 30-minute AI Discovery. We'll discuss how your systems work together, identify opportunities for AI-powered automation and explore where AI can connect them, including which integrations make sense for the systems you already have.
Free 30-minute consultation · No obligation