Loopio Integrations

Auth0 takes a modern approach to Identity, providing secure access to any application, for any user. Safeguarding billions of login transactions each month, Auth0 delivers convenience, privacy, and security so customers can focus on innovation. Auth0 is part of Okta, The World’s Identity Company™. Auth0 lets you quickly integrate authentication and authorization for web, mobile, and legacy applications, with new Fine Grained Authorization (FGA) that goes beyond role-based access control. Authenticate users across all applications with a customized, secure, and standards-based single login. Universal Login connects users to a central authorization server. Credentials aren’t transferred across sources, which boosts security and protects against phishing and credential stuffing attacks. OAuth 2.0 recommends that only external user agents (like the browser) be used by native applications for authentication flows. Auth0’s Universal Login achieves this while enabling SSO.

Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Slack is a cloud-based project collaboration and team interaction software solution specially designed to seamlessly facilitate communication across organizations. Featuring powerful tools and services integrated into a single platform, Slack provides private channels to promote interaction within smaller teams, direct channels to help send messages directly to colleagues, and public channels that enables members across organizations to start conversations. Available on Mac, Windows, Android, and iOS apps, Slack offers a plethora of features that include chat, file sharing, collaborative workspace, real-time notifications, two-way audio and video, screen sharing, document imaging, activity tracking and logging, and more.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Solving today's complex business problems takes teams of engaged people working together. We’ve built an online guide to teach you and your team the secrets of successful teamwork. When you have a place to create and make decisions as a team, there’s no limit to what you can achieve. Teams brings everything together in a shared workspace where you can chat, meet, share files, and work with business apps. Get your team on the same page with group chat, online meetings, calling, and web conferencing. Collaborate on files with built-in Microsoft 365 (formerly Office 365) apps like Word, Excel, PowerPoint, and SharePoint. Add in your favorite Microsoft apps and third-party services to keep the business moving forward. Get end-to-end security, administrative control, and compliance—all powered by Microsoft 365. Teams is designed for groups of all kinds. Get started with the free, no-commitments version. You can also get Teams as part of the best-in-class suite of productivity tools.

Google Drive is a cloud-based storage platform designed to help individuals and businesses store, manage, and share files securely online. The platform allows users to upload, edit, and access documents, spreadsheets, presentations, PDFs, and many other file types from virtually any device. Google Drive includes AI-powered tools through Gemini, helping users quickly search for files, generate insights, and organize content more efficiently. Teams can collaborate in real time with customizable sharing permissions, shared drives, electronic signatures, and integrations with third-party applications. The platform also offers enterprise-grade security features such as ransomware detection, encryption, AI-powered classification, and compliance controls to help protect sensitive business information. With scalable storage options and seamless integration with Google Workspace applications, Google Drive helps businesses improve productivity, collaboration, and data management.

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

Microsoft SharePoint is a secure, enterprise-grade collaboration and content management platform that connects teams, information, and workflows. With AI-powered Copilot and SharePoint agents, users can instantly generate pages, summarize content, and surface insights from within their sites. It enables seamless document management, version control, and real-time collaboration—both inside and outside your organization. Customizable templates and drag-and-drop tools make it easy to design visually engaging intranet sites and portals. SharePoint also provides robust security and compliance features, including access controls, data governance, and conditional policies. Integrated deeply into Microsoft 365, it helps businesses streamline communication, boost productivity, and accelerate their AI transformation.

One platform, infinite ways to connect to your employees and customers. Build auth into any app. Create secure, delightful experiences quickly by offloading customer identity management to Okta. Get security, scalability, reliability, and flexibility by combining Okta’s Customer Identity products to build the stack you need. Protect and enable your employees, contractors, and partners. Secure your employees—wherever they are—with Okta’s workforce identity solutions. Get the tools to secure and automate cloud journeys, with full support for hybrid environments along the way. Companies around the world trust Okta with their workforce identity.

The Seismic Enablement Cloud is a comprehensive platform designed to enhance sales, marketing, and customer success teams' ability to engage and convert customers. It offers a range of features including content management, sales training, and coaching tools to ensure that teams have the right resources at the right time. With powerful analytics, Seismic enables users to track engagement and optimize performance by delivering insights into content effectiveness and team activities. The platform leverages AI and machine learning to provide personalized content recommendations and streamline workflows, making it easier for teams to collaborate and drive revenue growth. By unifying enablement functions, Seismic helps organizations improve sales effectiveness, accelerate the buyer's journey, and ultimately achieve better business outcomes.

5X is an all-in-one data platform that provides everything you need to centralize, clean, model, and analyze your data. Designed to simplify data management, 5X offers seamless integration with over 500 data sources, ensuring uninterrupted data movement across all your systems with pre-built and custom connectors. The platform encompasses ingestion, warehousing, modeling, orchestration, and business intelligence, all rendered in an easy-to-use interface. 5X supports various data movements, including SaaS apps, databases, ERPs, and files, automatically and securely transferring data to data warehouses and lakes. With enterprise-grade security, 5X encrypts data at the source, identifying personally identifiable information and encrypting data at a column level. The platform is designed to reduce the total cost of ownership by 30% compared to building your own platform, enhancing productivity with a single interface to build end-to-end data pipelines.

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

AccessOwl is an Access Governance and SaaS management tool that simplifies the management of employee access to SaaS applications, from onboarding to offboarding. As the central hub for SaaS access, it eliminates the need to ask who manages specific tools or what approval is required, while tracking every app, user access, and permission used in the organization. AccessOwl automates user account provisioning, access requests, approvals, reviews, and Shadow IT detection, helping teams replace spreadsheets with a source of truth and reduce the risk of missed offboardings. It integrates with Slack so employees can request access directly where they already work, and HRIS integrations automate employee onboarding and offboarding while syncing employee details such as title, department, and manager. AccessOwl can provision and deprovision users across hundreds of SaaS applications without requiring SCIM or SAML.

Unleash is your one-stop shop for your collective knowledge, simplifying knowledge management and elevating information accessibility. Our engine understands your intent through advanced semantic search, analyzing word relationships for relevant results, even with imperfect queries. Just ask a question and receive AI-generated responses from your knowledge bases. Easily find and access the information you need using top search capabilities, all from one place. Integrate Unleash's AI-powered bot into Slack, Teams, Zendesk, and more, and empower your team with instant automated answers sourced directly from your company's knowledge base. Fine-tune the knowledge of the bot sources to provide relevant and accurate answers and insights to the questions asked within your platforms. Find information about who is working on what, with who, and experts in related fields. Manage company knowledge in the form of wikis, collections, and go links and access it from wherever you work.