Integrations

Tillgängligt i alla planerÖppna i DealJourney

Integrations connect DealJourney to the other systems you already use. They live under Marknadsplats in the sidebar, which is the authoritative list of what is available: it reflects what is actually connectable for your company right now, so it is worth looking there rather than asking whether something exists.

Broadly they fall into four groups:

Accounting and ERP: the finance system that owns your invoices and payments. See "Accounting and ERP integrations".
Email and calendar: your own Outlook or Google account, connected per person rather than per company. See "Email and calendar sync".
Document storage: connecting a shared drive so files live alongside the records they belong to.
Communication and productivity tools: chat, telephony, meeting transcription, and similar.

Two things worth knowing before you go looking:

An integration being available is not the same as it being switched on. Some are off until an administrator enables them for your company, so a colleague at another firm may have something you do not.
Some connections are yours, some are the company's. Your mailbox is yours; an accounting connection is the company's and normally set up once by an administrator. Which kind it is decides who can do the connecting.

If something you need is not there, that is worth telling us rather than working around: the list grows based on what customers ask for.

I det här avsnittet

Connect an integration

Join a system up, and the configuration that has to follow before it does anything

Ask for an integration that is missing

Tell DealJourney which integration you could not find in the Marketplace

Connect and use Uni Micro

Connect your company, synchronize records and time, and issue invoices through Uni Micro

Connect and use 24SevenOffice

Connect your 24SevenOffice company, sync customers, contact persons and products, and send won deals as sales orders

Set up Telavox call logging and transcription

Log every Telavox call on the right record, with its recording, a transcript and an AI summary

Play a recorded Telavox call

Listen to a call from its timeline while the recording remains available in Telavox

Accounting and ERP integrations

Keep customers, invoices and payments consistent between the CRM and your finance system

Send DealJourney updates to Slack

Post deals, tickets and scheduled reports into a Slack channel, and decide which of them are actually worth interrupting people for

Connect Zapier

Send DealJourney changes to other tools, and let them create records back, without anyone writing code

Connect Jira

Send a support ticket to Jira, and let the ticket follow the Jira issue as your engineers move it

Connect Fortnox

Connect your Fortnox company so customers stay in step and invoices go to Fortnox with their paid status coming back

Connect PowerOffice Go and choose which system wins

Connect PowerOffice Go, find your way around its settings, and decide whether PowerOffice or DealJourney is the source of truth per record type

Connect Monitor ERP

Connect your own Monitor ERP server and bring your Monitor customers into DealJourney (Alpha)

Connect Kvalitetskontroll

Connect Kvalitetskontroll with a Personal Access Token and bring customers, projects, approved site hours and machine use into DealJourney

Connect TelecomX and see your team's calls

Connect TelecomX with an API token to bring in every call your team makes and takes, matched to the right person, and see calls, connected calls and talk time per person

Keep Plecto updated with DealJourney data

Choose datasets and tenant-specific fields, load history, and keep Plecto updated automatically.

Test a new module before it is released

Join a beta to use an unreleased module free while it is being built, in exchange for telling us how it goes

Import a full invoice history from the accounting system

Bring years of existing invoices into the CRM in the background, a page at a time, and continue an import that stopped