Agency software integrations
Every integration below is labeled by how it connects: native (built into AgencyPro settings), embedded in your client portal, or via Zapier.
How AgencyPro connects to other tools
Native integrations are set up inside AgencyPro: Stripe and PayPal for client payments, Slack for team notifications, and Rewardful for referral tracking (Plus plan). Live chat tools such as Crisp, Intercom and Tawk.to are embedded: you paste the provider's widget code and it appears in your client portal, with conversations handled in that tool.
Client portal extensions (Pro and Plus plans) add a page to the portal menu that shows a Google Sheet, an Airtable view, a Calendly booking page, a Typeform or Jotform, a YouTube video, or any embeddable URL. Some services, including Notion, Trello and Google Drive folders, block embedding, so they are added as links that open in a new tab.
Everything marked Via Zapier uses the AgencyPro app on Zapier, included on the Plus plan. It has 22 instant triggers (clients, requests, tickets, invoices, payments, order forms and more) and 12 actions, which is how AgencyPro reaches accounting, CRM and email tools such as QuickBooks Online, Xero, Salesforce and Mailchimp.
Payments, automation and connected apps
Stripe
Take card and US bank (ACH) payments on invoices, order forms and subscriptions through a native Stripe Connect connection.
PayPal
Add PayPal as a payment option on AgencyPro invoices and order forms. Native connection using your PayPal app credentials.
Mollie
Mollie is not available in AgencyPro yet. It shows as Coming Soon in Payments settings. Use Stripe, PayPal or bank transfer today.
Zapier
Connect AgencyPro to 9,000+ apps with the AgencyPro app on Zapier: 22 instant triggers and 12 actions. Included on the Plus plan.
Slack
Post AgencyPro notifications to a Slack channel when requests are created or completed, tickets come in and invoices are paid.
Rewardful
Run an affiliate or referral program for your services. Rewardful tracks referrals and commissions through your connected Stripe account.
QuickBooks Online
Send AgencyPro invoices and payments to QuickBooks Online with Zapier. Requires AgencyPro Plus and a paid Zapier plan.
Xero
Send AgencyPro invoices, clients and payments to Xero with Zapier. Requires AgencyPro Plus and a paid Zapier plan.
FreshBooks
Send AgencyPro invoices, clients and payments to FreshBooks with Zapier. Requires the AgencyPro Plus plan.
Salesforce
Pass records between Salesforce and AgencyPro with Zapier, such as new AgencyPro clients into Salesforce. Requires Plus and paid Zapier.
Asana
Turn AgencyPro client requests into Asana tasks, or Asana activity into AgencyPro requests, with Zapier. Requires the Plus plan.
Mailchimp
Add new AgencyPro clients to a Mailchimp audience and tag them with Zapier. Requires the AgencyPro Plus plan.
ConvertKit
Add new AgencyPro clients to Kit (formerly ConvertKit) tags and sequences with Zapier. Requires the AgencyPro Plus plan.
Twilio
Send SMS or WhatsApp messages through Twilio when AgencyPro events happen, using Zapier. Requires the AgencyPro Plus plan.
Zoom
Create Zoom meetings from AgencyPro events, or post recording links back to clients, with Zapier. Requires the AgencyPro Plus plan.
Microsoft Teams
Post AgencyPro events to Microsoft Teams channels with Zapier, for agencies on Microsoft 365. Requires the AgencyPro Plus plan.
Live chat integrations (embedded widgets)
Crisp
Show a Crisp live chat widget in your client portal by pasting Crisp's embed code into AgencyPro's Live Chat settings.
Intercom
Show an Intercom Messenger in your client portal by pasting Intercom's install code into AgencyPro's Live Chat settings.
Tawk.to
Show a free Tawk.to chat widget in your client portal by pasting Tawk.to's widget code into AgencyPro's Live Chat settings.
Zendesk
Show Zendesk's chat widget in your client portal by pasting Zendesk's widget snippet into AgencyPro's Live Chat settings.
HubSpot
Show HubSpot's chat widget in your client portal by pasting HubSpot's tracking code into AgencyPro's Live Chat settings.
LiveChat
Show a LiveChat widget in your client portal by pasting LiveChat's code into AgencyPro's Live Chat settings.
Drift
AgencyPro still accepts a Drift embed code, but Salesloft has replaced Drift with 1mind. Choose another chat provider for new setups.
Client portal extensions
Add a third-party page to your client portal menu, shared with every client or set separately for each client organization. Included on the Pro and Plus plans.
Google Sheets
Show a live Google Sheet as a page in your client portal, one sheet per client if you want (Pro). Log events to Sheets with Zapier (Plus).
Airtable
Show an Airtable shared view or form as a page in your client portal with AgencyPro's Airtable extension (Pro and Plus plans).
Calendly
Let clients book calls from your portal. AgencyPro's Calendly extension shows your booking page as a portal page (Pro and Plus).
Typeform
Put a Typeform inside your client portal, such as a brief or feedback survey, with AgencyPro's Typeform extension (Pro and Plus).
Jotform
Put a Jotform inside your client portal, such as an intake or approval form, with AgencyPro's Jotform extension (Pro and Plus).
YouTube
Show a YouTube video or playlist as a page in your client portal with AgencyPro's YouTube extension (Pro and Plus plans).
Google Drive
Link a client's Google Drive folder from the portal menu, or embed a single Drive file, with AgencyPro extensions (Pro and Plus).
Google Analytics
Show a Looker Studio report built on a client's GA4 data inside their portal with a Custom Iframe extension (Pro and Plus).
Notion
Link a published Notion page from your client portal menu with AgencyPro's External link extension (Pro and Plus plans).
Trello
Link a Trello board from your client portal menu with AgencyPro's External link extension. Trello boards cannot be embedded.
Frequently asked questions
Which integrations are included in my plan?
Stripe, PayPal, Slack and live chat widgets work on every plan. Client portal extensions (Google Sheets, Airtable, Calendly, Typeform, Jotform, YouTube, Custom Iframe and External link) are on Pro and Plus. Zapier, Rewardful, the API and webhooks are on Plus.
What is the difference between native, embedded and Zapier integrations?
Native integrations are built into AgencyPro settings, such as Stripe Connect and Slack. Embedded integrations load a third-party widget or page inside your client portal, such as a live chat widget or a Google Sheet, without syncing data. Zapier integrations move data between AgencyPro and another app through Zaps you build on Zapier.
Do I pay extra for any integration?
AgencyPro charges no per-integration fee and no platform fee on Stripe payments. You pay the third-party tools directly, for example Stripe processing fees or a paid Zapier plan when your Zap uses premium apps or more than two steps.
How long does setup take?
Stripe, Slack and live chat take a few minutes each: authorize or paste a code, then test. A portal extension is a link and a label. A Zapier workflow takes longer because you map fields and test each step.
What if the tool I use is not listed?
On the Plus plan, check whether the tool is on Zapier and whether AgencyPro triggers and actions cover your workflow. A tool with an embeddable URL can be added to the portal with a Custom Iframe or External link extension on Pro or Plus. You can also request an integration through the contact form.
What happens if I disconnect an integration?
New activity stops flowing, and records already in AgencyPro stay where they are. For Zapier, turn off or delete the Zap in Zapier. For extensions and live chat, disable them in Workspace Settings.