Integrations

Connect your stack in one click

Auto proposals from CRM, collect payments, alerts on your channels.

CRM

Customer data in sync

Push won deals back to your CRM; auto-create proposals from opportunities.

HubSpot

One-click connect; auto-create proposals from Deals; open and close events sync to HubSpot timeline. Two-way contact and deal sync.

Salesforce

One-click connect; auto-create proposals from Opportunities; stage and status sync back. Two-way sync for Lead, Contact, Opportunity.

Zoho CRM

One-click connect; auto-create proposals from Deals; view and close events sync to Zoho activity feed. Two-way contact & deal sync.

Excel / CSV

No CRM? Import contacts and send bulk proposals.

Payment

Collect inside the proposal

Deposit or full pay via trusted providers, instantly.

Global card payments, auto receipts, refund support.

Cards and installments tailored for Turkey.

Bank transfer

Collect in any currency; add multiple bank accounts.

Notifications

Get alerts on your channel

Instant updates the moment a proposal opens or a payment lands.

Telegram

Telegram

One-click connect; get all proposal alerts on Telegram, free.

WhatsApp

WhatsApp

Auto-send proposals on WhatsApp — even while you sleep. Built-in spam protection: sends proposals only, never reads other messages.

Email

Key events to your inbox; auto-send proposals to clients by email.

How to connect?

1

Pick your account

From Settings › Integrations, choose the tool you want.

2

Authorize

Connect in seconds via secure OAuth or API key.

3

Automate

Choose which event flows where; OfferNeo handles the rest.