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Integrations

Automating the detail to save you time and support you even more

The full complement of integrations we offer means our team can stay closer to your working day, logging calls, appointments and more seamlessly into your own systems.

Browse integrations

Connected seamlessly with the help of Zapier

In order to support the 3,000+ web apps available, many of the integrations we make available to our clients are powered by a third party tool called Zapier. Its handy set-up wizard allows you to integrate Moneypenny with your own software without any developer help.

Is the integration I need powered by Zapier?

Find out now by browsing our full list of integrations. From there, you can complete the setup process with us as well.

Zapier pricing

In many cases, Zapier will be free for our clients, with pricing increasing to around £40 per month for more complex integrations.

Not a Moneypenny client but interested using in our services? Have more questions? We’re only a call or email away. Call 0333 202 1005 or email [email protected] now.

Example integration with Salesforce:

Trigger

We send you a message following a call

Connect

The repetitive task of transferring message details is done for you

Action

A lead is created automatically with key information dropped in

Browse our integrations

CRM, sales & lead management

Chats, message and emails

Calendars & scheduling

Teams

Project management

API

CRM, sales & lead management

Chat, message & email

Calendars & scheduling

Microsoft Teams

Project management

API

Is your software missing?

Just let us know and we'll explore the requirements of your preferred integration with you right away.

Get in touch

Salesforce

Salesforce is a popular CRM system that allows you to manage sales, marketing and customer support efforts in the cloud.

Benefits of our integration with Salesforce:

1. When Moneypenny takes a message for an enquiry, for example, a lead will drop straight into Salesforce
2. No double-keying information for better productivity across your team
3. All leads are accessible in one place
4. Automated transfer improves data accuracy in your system
5. Leads within Salesforce can then be measured easily for ROI calculation and conversion purposes

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with Salesforce. Find out more

Begin set-up

HubSpot

HubSpot is a complete CRM platform with tools and integrations for marketing, sales, content management and customer service.

Benefits of our integration with HubSpot:

1. When Moneypenny takes a message for an enquiry, a new deal or new contact can be created in HubSpot. You can associate the relevant activities to the deal or contact record, reducing duplications and time wasted double-keying information.
2. Automated transfer improves data accuracy.
3. Deals with HubSpot can then be measured easily for potential revenue.

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with HubSpot. Find out more

Begin set-up

Zoho

Zoho CRM is a CRM platform used to bring sales, marketing and customer support activities together, helping to streamline processes, polices and people.

Benefits of our integration with Zoho:

1. No double-keying information for better productivity across your team
2. All leads are accessible in one place
3. Automated transfer improves data accuracy
4. Leads within Zoho CRM can then be measured easily for ROI calculation purposes

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with Zoho. Find out more

Begin set-up

Microsoft Dynamics 365

Microsoft Dynamics 365 is a CRM software which allows businesses to manage and engage customers, generate new leads and solve any customer service issues.

Benefits of our integration with Microsoft Dynamics 365:

1. No double-keying information for better productivity across your team
2. All leads are accessible in one place
3. Automated transfer improves data accuracy
4. Leads within Dynamics can be turned into Opportunities for easy ROI calculation

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with Microsoft Dynamics 365. Find out more

Begin set-up

Rex

Rex is a software platform built for estate agencies that streamlines their listing, selling, renting and managing processes.

Benefits of our integration with Rex:

1. Viewings and valuations drop into the Unassigned Leads area on Rex in the exact same way portal leads do, so no double-keying of Moneypenny messages required
2. All leads kept in one place
3. Improves data accuracy

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with Rex. Find out more

Begin set-up

Clio

Clio is a legal CRM software that allows firms to onboard clients, keep on top of the status of cases and easily recognise high value clients.

Benefits of our integration with Clio:

1. No double-keying information for better productivity across your team
2. All leads captured by Moneypenny are accessible in one place
3. Automated transfer improves data accuracy

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with Clio. Find out more

Begin set-up

Pipedrive

Pipedrive is a Sales CRM & Pipeline Managament Software for businesses, allowing users to plan their sales activities and monitor deals.

Benefits of our integration with Pipedrive:

1. Deals, notes, leads and activities can be created for chosen Moneypenny messages (such as new enquiries), ensuring nothing gets missed
2. Improved staff productivity - no double-keying of Moneypenny messages required

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with Pipedrive. Find out more

Begin set-up

Homeflow

Homeflow is a lead management tool for estate agents that provides a platform for automating enquiries from applicants and vendors.

Benefits of our integration with Homeflow:

1. No double-keying and increased productivity
2. All leads are accessible in one place
3. Improves data accuracy
4. Leads can be assigned to chosen staff members to pick up and continue working on once they have been dropped in
5. Leads will be stamped with 'Moneypenny' assisting with ROI calculations

Works with:

Telephone Answering Outsourced Switchboard

Begin set-up

Reapit

Reapit is a cloud-based CRM platform for estate agents which allows them to manage all aspects of their business from one place, including managing viewings and identifying opportunities.

Benefits of our integration with Reapit:

1. Improved staff productivity - no double-keying of Moneypenny messages required, viewings and valuations drop into the Internet Registrations section on RPS in the exact same way portal leads do.
2. All leads kept in one place
3. Improves data accuracy
4. Can identify duplicate contacts automatically
5. Increased reporting options for lead activity

Works with:

Telephone Answering Outsourced Switchboard

Begin set-up

Rezi

Rezi is an online estate agency software for hybrid agents that allows them to improve communication and business efficiency for a better customer experience.

Benefits of our integration with Rezi:

1. Viewings and valuations drop into the To Dos section on Rezi in the exact same way portal leads do, so no double-keying of Moneypenny messages required
2. All leads kept in one place
3. Improves data accuracy

Works with:

Telephone Answering Outsourced Switchboard

Begin set-up

Street

Street.co.uk is a CRM system used by estate agents to help streamline the moving experience and offer improved customer service.

Benefits of our integration with Street:

1. Leads dropped straight into Street's Enquiry Centre when Moneypenny takes a message for an enquiry or books a viewing or valuation
2. No double-keying information for better productivity
3. All leads are accessible in one place
4. Automated transfer enhances data accuracy
5. Improved lead reporting

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with Street. Find out more

Begin set-up

Slack

Slack is a messaging platform for businesses that gives users access to real-time conversations with any teammate or team using direct messaging or group chats, known as channels.

Benefits of our integration with Slack:

1. Fewer emails clogging up your inbox
2. Makes communication and collaboration amongst a group easier and more efficient
3. Keeps all team discussions in one place, useful for out of hours or on-call teams

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with Slack. Find out more

Begin set-up

Discord

Discord is a voice, video and text communication service.

Benefits of our integration with Discord:

1. Fewer emails clogging up your inbox
2. Makes communication and collaboration amongst a group easier and more efficient
3. Keeps all team discussions in one place, useful for out of hours or on-call teams

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with Discord. Find out more

Begin set-up

Chatwork

Chatwork is a group chat app for businesses with secure messaging, video chat, task management and file sharing.

Benefits of our integration with Chatwork:

1. Fewer emails clogging up your inbox
2. Makes communication and collaboration amongst a group easier and more efficient
3. Keeps all team discussions in one place, useful for out of hours or on-call teams

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with Chatwork. Find out more

Begin set-up

Google Chat

Google Chat is a secure communications and collaboration tool built for teams.

Benefits of our integration with Google Chat:

1. Fewer emails clogging up your inbox
2. Makes communication and collaboration amongst a group easier and more efficient
3. Keeps all team discussions in one place, useful for out of hours or on-call teams

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with Google Chat. Find out more

Begin set-up

Flock

Flock connects your employees via channels, allowing you to organise conversations and steamline cross-functional collaboration from top to bottom. You can chat one on one or in team channels.

Benefits of our integration with Flock:

1. Fewer emails clogging up your inbox
2. Makes communication and collaboration amongst a group easier and more efficient
3. Keeps all team discussions in one place, useful for out of hours or on-call teams

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with Flock. Find out more

Begin set-up

Calendly

Calendly is an online appointment scheduling tool, allowing people to arrange meetings with you directly and eliminating unnecessary back-and-forth emailing. With full control of your availability, you can leave time slots free for Moneypenny to manage appointments on your behalf through this integration.

Benefits of our integration with Calendly:

1. We're able to rearrange, cancel and book in new appointments, saving you time
2. Calendly's ability to integrate with Outlook and Google Calendar means appointments can appear here too

Works with:

Telephone Answering Outsourced Switchboard

Begin set-up

JotForm

JotForm is an online form creator used by nonprofits, educational institutions, small businesses, and enterprises to collect data.

Works with:

Telephone Answering Outsourced Switchboard

Begin set-up

Office 365

Office 365 is a suite of desktop applications and services, including Outlook, Word and Excel.

Benefits of our integration with Office 365:

1. No double-keying information for better productivity across your team
2. Automated transfer improves data accuracy

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with Office 365. Find out more

Begin set-up

Google Sheets

Google Sheets allows you to create online spreadsheets to share and work on with others.

Benefits of our integration with Google Sheets:

1. No double-data entry for your team
2. Real-time information at your fingertips
3. Multiple user access

Works with:

Telephone Answering Outsourced Switchboard

This integration is powered by Zapier

If you don’t have one already, you will need to create a Zapier account now to connect Moneypenny with Google Sheets. Find out more

Begin set-up

API

Messages taken by Moneypenny can be dropped directly into your CRM system via an API. Your CRM system will need to have an open API in order to do this.

Benefits of our integration with API:

1. Moneypenny can integrate into any system that has an open API
2. No double-keying information for better productivity across your team
3. All leads are accessible in one place
4. Automated transfer improves data accuracy in your system

Works with:

Telephone Answering Outsourced Switchboard Live Chat

Telephone Answering set-up

Live Chat set-up

Have your preferred integration added to our list

With new web apps launched every week, if you can't find the software you're looking for - tell us. We're happy to support how your business works in as many ways as possible.

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Callitech Limited trading as Moneypenny registered in England and Wales with company number 03894972 whose registered office is at Western Gateway, Wrexham, Wales LL13 7ZB.