Agency Software Integrations

Connect AgencyPro seamlessly with popular platforms and services to enhance your workflow and automate your agency operations.

Built to Fit Your Existing Stack

Agencies rarely operate with a single tool. Your team might design in Figma, communicate in Slack, track expenses in QuickBooks, and run ad campaigns across half a dozen platforms. AgencyPro is designed to sit at the center of that ecosystem—not replace it. Native integrations connect the tools you already rely on directly into your project and client management workflows, so data flows automatically instead of being copied between tabs.

For the hundreds of apps that fall outside our native integration library, AgencyPro connects to Zapier, giving you access to thousands of additional services. Build custom automations that trigger when a project status changes, an invoice is paid, or a new client submits an intake form. These connections turn AgencyPro into an operational hub: client-facing on the outside, deeply connected to your internal tooling on the inside.

The result is less context-switching, fewer manual handoffs, and a single source of truth for client work. Whether you need to sync time entries with your payroll system, push completed deliverables to cloud storage, or embed a live chat widget in your client portal, the integrations below cover the most common agency workflows—and Zapier handles everything else.

Integrations

Stripe logo

Stripe

Accept payments and manage billing seamlessly with Stripe integration. Process credit cards, handle subscriptions, and get paid faster.

PayPal logo

PayPal

Process payments worldwide with PayPal integration. Accept payments from customers globally with secure transaction processing.

Mollie logo
Coming Soon

Mollie

Accept payments with Mollie's comprehensive payment solutions. Support multiple payment methods and currencies for European markets.

Zapier logo

Zapier

Connect AgencyPro with 7000+ apps through Zapier. Automate workflows and sync data between your favorite tools effortlessly.

Slack logo

Slack

Get real-time notifications in Slack. Receive updates about new clients, payments, and project milestones directly in your workspace.

QuickBooks Online logo

QuickBooks Online

Sync invoices, payments, and expenses with QuickBooks Online. Automate bookkeeping and eliminate double data entry.

Xero logo

Xero

Sync invoices, payments, and contacts with Xero. Automate accounting for agencies with clean, real-time books.

FreshBooks logo

FreshBooks

Sync invoices, expenses, and clients with FreshBooks. Purpose-built accounting for service-based agencies.

Google Drive logo

Google Drive

Connect Google Drive to share files with clients. Embed folders, sync deliverables, and manage assets directly from your portal.

Google Analytics logo

Google Analytics

Embed Google Analytics dashboards and reports in client portals. Share real-time website performance data without manual reporting.

Salesforce logo

Salesforce

Sync leads, contacts, and opportunities between AgencyPro and Salesforce. Keep your CRM and operations in perfect alignment.

Notion logo

Notion

Embed Notion pages and databases in client portals. Share wikis, project docs, and knowledge bases with clients seamlessly.

Asana logo

Asana

Sync projects and tasks between AgencyPro and Asana. Give clients visibility into project progress without granting Asana access.

Trello logo

Trello

Embed Trello boards in client portals. Share Kanban-style project progress without giving clients Trello access.

Mailchimp logo

Mailchimp

Sync clients and leads to Mailchimp audiences automatically. Automate email campaigns and nurture sequences from AgencyPro data.

ConvertKit logo

ConvertKit

Sync clients and leads to ConvertKit sequences. Automate email marketing for creator-focused agencies and consultants.

Twilio logo

Twilio

Send SMS reminders, voice calls, and WhatsApp messages to clients via Twilio. Automate communication beyond email.

Zoom logo

Zoom

Schedule and launch Zoom meetings from AgencyPro. Automatic meeting creation for client calls with links in calendar invites.

Microsoft Teams logo

Microsoft Teams

Connect Microsoft Teams for meeting scheduling and notifications. Post AgencyPro updates to Teams channels and create Teams meetings.

Live Chat Integrations

Crisp logo
Live Chat

Crisp

Integrate Crisp live chat into your client portal. Enable real-time customer support and improve client communication.

Intercom logo
Live Chat

Intercom

Add Intercom messaging to your client portal. Engage with clients through in-app messaging and support.

Tawk.to logo
Live Chat

Tawk.to

Embed Tawk.to live chat widget in your client portal. Provide instant customer support with free live chat solution.

Zendesk logo
Live Chat

Zendesk

Connect Zendesk chat with your client portal. Deliver exceptional customer support through integrated messaging.

HubSpot logo
Live Chat

HubSpot

Integrate HubSpot live chat into your client portal. Engage leads and customers with conversational marketing tools.

LiveChat logo
Live Chat

LiveChat

Add LiveChat widget to your client portal. Enable real-time customer support and improve response times.

Drift logo
Live Chat

Drift

Embed Drift conversational platform in your client portal. Create personalized customer experiences with AI-powered chat.

Client Portal Extensions

Embed third-party tools directly into your client portal to enhance functionality and provide a seamless experience for your clients.

Google Sheets logo

Google Sheets

Embed Google Sheets directly in your client portal. Share spreadsheets, reports, and data visualizations with clients seamlessly.

Airtable logo

Airtable

Embed Airtable bases in your client portal. Share databases, project trackers, and collaborative workspaces with clients.

Calendly logo

Calendly

Embed Calendly scheduling in your client portal. Let clients book meetings and appointments directly from the portal.

Typeform logo

Typeform

Embed Typeform surveys and forms in your client portal. Collect feedback, conduct surveys, and gather client information.

Jotform logo

Jotform

Embed Jotform forms in your client portal. Create custom forms for data collection, submissions, and client onboarding.

YouTube logo

YouTube

Embed YouTube videos in your client portal. Share tutorials, demos, and video content directly with your clients.

Frequently Asked Questions

Are integrations included in my plan?

Yes. All native integrations listed on this page are available on every paid plan at no additional cost. There is no integration tier or per-connection fee.

Do I need to pay extra for any integration?

You only pay for the third-party tools themselves (for example, Stripe processing fees, your existing Slack workspace, or your QuickBooks subscription). AgencyPro does not charge a markup or connection fee.

How long does setup take?

Most integrations connect via OAuth in under two minutes. More involved setups, such as custom Zapier workflows or embedding live chat in your client portal, typically take 15 to 30 minutes depending on how much you want to configure.

Can I request a new integration?

Yes. If a tool you rely on is not on this page, send a request through the contact form. Popular requests are added to the native integration roadmap, and in the meantime almost any service is reachable through our Zapier connection.

Are integrations secure?

All integrations use OAuth or token-based authentication and are scoped to the minimum permissions needed for the workflow. Credentials are encrypted at rest, and you can disconnect any integration at any time from your AgencyPro settings.

What happens if I disconnect an integration?

Disconnecting an integration stops new data from syncing but leaves your existing AgencyPro records intact. Reconnecting later picks up where you left off, so you can pause an integration without losing the data already imported.