In Settings → Integrations
The chips at the top filter by group. A tool marked Coming soon cannot be connected yet.
The chips at the top of the screen filter by group.
Coming soon. These show Coming soon in Settings and cannot be connected yet. A workspace that connected one before keeps it.
- Identity & Directory: Google Workspace Directory and Microsoft Entra ID Directory (Directory sync)
- Accounting: QuickBooks Online, Pennylane, Zoho Books and DATEV
- CRM: Salesforce, Pipedrive and Zoho CRM
- Project Management: Microsoft Planner, Jira, Linear, Zoho Projects and Confluence
- Device Management: Microsoft Intune, Jamf Pro and Google Workspace Devices (Device management)
- Travel: TravelPerk
- HR: Personio
- Email and messaging: Brevo, SendGrid, Google and Microsoft 365 for sending email; Twilio and WhatsApp for messages
- Calendars: Google Calendar and Outlook
Xero on request
Xero is free. Click the Xero tile, tell us why you need it and Submit request. We switch it on for you, usually within one working day. There is no charge.Elsewhere in Settings
In the modules and apps
- Cloud drives: Softbooq Files connects SharePoint, Google Drive, OneDrive (a personal or a work account), Dropbox, Box and local folders. See Softbooq Files.
When a connection has a problem
A tile shows Error when the last sync failed. Your Dashboard lists the records that could not be sent and why, with buttons to open the integration, its mappings, or reconnect.See also
Settings
Where your workspace is configured.
Softbooq overview
The modules and apps.
Subscription & Plans
What each plan includes.