Setuply's Integrations:
Driving Cohesive Business Experiences
Key Integration Areas
AI Integrations
AI and machine learning (ML) are at the heart of the Setuply engine, enhancing decision-making, automating repetitive tasks, and providing actionable insights across all business functions. To further complement client experiences in connecting with our client’s AI operating stacks, we work with private and public models, including OpenAI, to drive innovation and efficiency.
Sales CRMs
Integrating sales CRMs with client onboarding systems is essential for creating cohesive client experiences and streamlining sales processes. These connections ensure seamless transitions from sales to onboarding, providing smoother handoffs and automatically initiating new projects. By keeping sales teams connected with clients throughout onboarding, companies can uncover more opportunities for synergy and collaboration. The seamless flow of information between the CRM and onboarding systems enhances efficiency and unlocks endless possibilities for growth and maximizing client value.
Our integrations include Salesforce, HubSpot, Microsoft Dynamics, among others.
Business Operations
Facilitating seamless business connectivity across specialized B2B sectors is essential for maintaining data consistency, process efficiency, and overall operational effectiveness. In particular, areas such as Enterprise Resource Planning (ERP), Human Resources (HR), and Financial platforms require robust integrations to ensure that all systems work in harmony, enhance decision-making, reduce redundancies, and streamline operations.
Our integrations with platforms like NetSuite, Acumatica, Intuit QuickBooks, UKG, and others help achieve this.
Specialty business integrations can achieve greater efficiency, improve alignment between departments, and ultimately drive better outcomes across the entire organization.
General Operations & Infrastructure
- Communication and Scheduling: Efficient communication and coordination across teams are vital. We connect with the Gmail suite (calendar, emails, and more) and the Microsoft suite (calendar, emails, and more).
- Case Management: Effective handling of client inquiries and issues is supported through our integrations with Zendesk and Freshdesk.
- Productivity and Communications: Facilitating project tracking and team collaboration is key. We integrate with Zoho, Monday, Smartsheets, Docusign, Twilio, Slack, and more.
Open APIs for Custom Connections
We also offer open APIs that allow our clients to build unique connections, enabling them to seamlessly integrate Setuply with their own operating technology stacks and to communicate any necessary information.
