CRM and app integrations
Keep the tools you already use. Connect your CRM, bookings and invoices to Gmail, Outlook, Google Calendar, Zoom, QuickBooks, Stripe, WhatsApp and the AI you use, so your work stays in one place.
Email, calendar and meetings
- Gmail: read and answer your mail in Communications.
- Google Calendar: bookings and meetings stay in step with your calendar.
- Outlook: your calendar and mail, read and answered in Pacten.
- Zoom: every booked call gets its link and its notes.
Messages
- Microsoft Teams: meetings arrive in Meeting Hub with their notes.
- Slack: get your alerts and answer live chat from Slack.
- WhatsApp: your assistant answers on your business number. WhatsApp is an add-on.
- SMS: a number of your own for texts and reminders.
Money
- Stripe: take card payments on invoices and bookings.
- QuickBooks: send your invoices across to your books.
Your AI
Connect Claude, ChatGPT, Cursor or any other AI tool and ask about your business from the AI you already use. Nothing changes until you say yes.
Social
Plan one post and send it to every channel from Marketing: Instagram, Facebook, LinkedIn, TikTok, YouTube, Google Business, Threads, Bluesky, Pinterest, Reddit, Snapchat, Telegram and Substack. X is coming soon.
Leads and data
Bring leads in from Google Sheets, Airtable, Clay, Apollo, Outscraper and Google Drive, or anything Zapier reaches. Meta lead forms are coming soon.
Frequently asked questions
- What is CRM integration?
- CRM integration connects your CRM to the other tools you use, such as email, calendars and accounting, so client details stay in step without being copied between apps.
- Is there a CRM that integrates with Outlook?
- Yes. Connect Outlook to Pacten and your calendar and mail are read and answered in Pacten, beside your clients.
- Is there a CRM that integrates with Gmail?
- Yes. Connect Gmail to Pacten and you read and answer your mail in Communications, beside your clients.
- What CRM integrates with QuickBooks?
- Pacten does. Your clients and invoices live in Pacten, and you send invoices across to QuickBooks.
- Does QuickBooks have a CRM?
- QuickBooks is accounting software, so it keeps customer details for your books rather than running your sales. Pacten gives you the CRM, and your invoices still reach QuickBooks.
- Is there a CRM with WhatsApp integration?
- Yes. Add WhatsApp to Pacten and your assistant answers on your business number, with every message logged in one inbox.
- Does Pacten integrate with Claude, ChatGPT and other AI tools?
- Yes. Connect Claude, ChatGPT, Cursor or any other AI tool and ask about your business from the AI you already use. Nothing changes until you say yes.