Top 10 Integrations Notivo Customers Use

Many medium-sized companies work with a mix of tools: email, files, calendars, chat, CRM, websites, payments. This is exactly where Notivo comes in. Instead of building new islands, we connect your existing systems – for less routine work, clearer processes, and faster results.

• Less copy & paste between mail, chat, CRM & tickets

• Automatic summaries, to-dos and follow-ups

• Unified view of customers, cases and projects

• Faster response times in support & sales

• Cleaner data, fewer queries within the team

The key: Connect instead of getting used to it. Notivo reads signals (e.g., new email, form, payment), understands the context, and initiates the next meaningful action – from ticket creation to deal updates to meeting preparation.

We provide you with practical support – with a focus on everyday life, data flows and security.

• Tool check: Which systems does your team use daily?

• Prioritize use cases: 2–3 quick wins per team (e.g., email triage, ticket creation, meeting briefings).

• Connection & Tests: secure auth, minimally invasive.

• Go-Live & Coaching: short trainings, real examples.

• Fine-tuning: Dashboards, prompts, roles & permissions.
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Further integrations on request: e.g. E.g. Notion, Slack, Xero, WooCommerce/Shopify, Mailchimp.

1. Microsoft Office 365 (Outlook, OneDrive/SharePoint, Calendar, Teams) Triage emails, summarize documents, brief meetings, create tasks directly from conversations.

2. WhatsApp Business – Capture and categorize customer inquiries, generate suggested responses, transfer to CRM/ticket including follow-up reminders.

3. Google Workspace (Gmail, Drive, Calendar) – Reduce inbox clutter, consolidate Drive files, schedule appointments – all within existing workflows.

4. HubSpot (CRM) – Create/update contacts & deals, attach email history, qualification with clear next steps.

5. Pipedrive (CRM) – Cleanly route leads from forms/emails/chats into the pipeline, automatically add tasks & reminders.

6. Jira & Confluence – Support emails → Automatically create/update tickets with context, status briefings, and project documentation.

7. GitHub – Create issues/PRs from chats, generate release notes, summarize change logs for product & tech.

8. WordPress – Process form submissions into leads/support, review/condense content, derive SEO to-dos.

9. Stripe – Use events like “Payment successful”: inform customers, internal to-dos, recurring reports.

10. Cal.com (appointment booking) – Confirm bookings, send pre- and follow-up documents, automatically create to-dos for sales/success.

Further integrations possible at short notice upon request.