Integrations
You do not need to rip out the software that already runs sales, finance, files, scheduling, or day-to-day operations.
Short answer
Neudash works with the software teams already use. Keep the CRM, inbox, ledger, spreadsheet, or job system that already fits your business. Neudash picks up the event that matters and handles the follow-up, routing, reminders, approvals, or handoff after it.
What matters is whether the work can run cleanly with the stack you already have. That might mean a built-in app page, a guided provider setup, or a custom connection path through an API, OAuth flow, bot, or webhook.
Start with the system that already gets the first signal, then work outward from the follow-up, routing, approvals, and handoffs that still depend on people.
Most teams do not start with an abstract integration question. They start with the inbox, CRM, form, spreadsheet, or job system that already kicks the work off.
Gmail, Drive, Sheets, Calendar, Outlook, OneDrive, and Excel already have dedicated coverage, so common email, file, sheet, and meeting workflows are straightforward to wire up.
Some providers need a guided connection path or a custom app, bot, webhook, or OAuth setup. We call that out clearly instead of pretending every tool works the same way.
Most teams start with the tool that already sits in the middle of the job. That is usually the fastest way to judge whether Neudash fits.
When a signup or ad lead lands, Neudash can qualify it, route it, and make sure the next action actually happens.
Keep the field system your team already runs. Use Neudash when quote follow-up, dispatch exceptions, and billing handoffs still depend on office cleanup.
Keep the ATS as the record and use Neudash for candidate coordination, client updates, reminders, and the follow-through that still happens outside the desk workflow.
Keep the agency system as the record and use Neudash for renewal follow-through, carrier portal cleanup, servicing requests, and the admin work around it.
Keep the care or clinic record in place and automate reminders, intake, family communication, and the admin work around it.
Respond faster, route leads cleanly, and stop enquiries from dying in a queue.
Keep the support queue where it is. Use Neudash when a ticket or conversation should trigger escalation, account follow-up, or churn-risk review elsewhere.
Keep the ledger or time tracker where it is and automate invoice follow-through, receivables reminders, and the handoff from work done to work billed.
These are the pages teams ask for most often across lead capture, field operations, CRM, support, finance, meetings, and commerce.
Guided setup
Use Google Workspace with Neudash when work moves across Gmail, Drive, Sheets, and Calendar and you want one Google setup path for the whole flow.
View Google WorkspaceBuilt in
Use Gmail with Neudash when inbox activity should trigger triage, replies, filing, reminders, or follow-up work.
View GmailConnect by API
Use Mailchimp with Neudash when signup and nurture activity should trigger qualification, sales handoff, reminders, or the next operational step.
View MailchimpConnect by API
Use ActiveCampaign with Neudash when signup and nurture activity should trigger qualification, sales handoff, reminders, or the next operational step.
View ActiveCampaignConnect by API
Use Facebook Lead Ads with Neudash when a new lead should trigger fast response, qualification, routing, and consistent follow-up.
View Facebook Lead AdsConnect by API
Use Jobber with Neudash when quotes, jobs, or recurring service activity should trigger reminders, customer updates, or billing follow-through.
View JobberConnect by API
Use ServiceTitan with Neudash when dispatch, job, or revenue activity should trigger customer updates, exception handling, or the next operational handoff.
View ServiceTitanConnect by API
Use Bullhorn with Neudash when candidate, job, placement, or client activity should trigger client reporting, interview coordination, compliance follow-through, or billing handoffs.
View BullhornGuided setup
Use Applied Epic with Neudash when renewal activity, policy documents, COI requests, or onboarding admin should trigger follow-through around the agency record.
View Applied EpicConnect by API
Use Cliniko with Neudash when bookings, reminders, intake, and post-visit admin should move forward without manual chasing.
View ClinikoConnect by API
Use HubSpot with Neudash when CRM activity should trigger follow-up, routing, onboarding, or handoffs in the rest of your stack.
View HubSpotConnect by API
Use Intercom with Neudash when conversations, tickets, or customer activity should trigger triage, escalation, customer-health follow-up, or the next operational handoff.
View IntercomNot every provider works the same way. Some have dedicated app pages. Some need a guided setup. Some are just the place your team replies. Some come in through a custom app path.
Use the dedicated app pages when the workflow starts in tools like Gmail, Drive, Sheets, Calendar, Outlook, OneDrive, or Excel.
Examples
Google Workspace, Microsoft 365
Some providers need extra setup steps or a more careful auth flow. We show that path clearly so you know what you are buying.
Examples
Zoho CRM, ServiceM8
Use messaging apps when they are where people reply, approve, and coordinate, while Neudash keeps the work tied to the right record behind the scenes.
Examples
Slack, WhatsApp
When a tool is not listed yet, Neudash can often connect through the access that provider already exposes, usually an API, webhook, OAuth app, or token.
Examples
Custom SaaS tools, internal systems, long-tail apps
That is not automatically a blocker. Many teams start with a custom app connection and only need a dedicated provider page later.
No. Some tools have dedicated pages and built-in coverage today. Others use a guided setup or a custom API path. The real question is whether the app can hand Neudash the event, record, or access needed to run the workflow.
Today the built-in app pages cover Gmail, Google Drive, Google Sheets, Google Calendar, Outlook, OneDrive, and Excel.
Usually yes. If that system exposes an API, webhooks, app auth, or another stable access path, Neudash can often work with it. Some providers also have a guided setup page when the connection needs extra care.
No. Most teams keep their CRM, inbox, spreadsheet, file store, or job system exactly where it is. Neudash steps in when an event in that tool should kick off follow-up, routing, reminders, approvals, or a handoff elsewhere.
Start with the tool that creates the first signal in your process. If work starts in the inbox, read Gmail or Outlook. If it starts in a CRM or job system, open that page. If the app is not listed yet, go straight to the custom integrations page.
Keep the CRM, inbox, ledger, spreadsheet, or job system that already fits your team. Let Neudash handle the follow-up, routing, approvals, and handoffs around it.