20 integrations
Connect the software your team already uses.
Gmail, Google Sheets, Google Drive, Outlook… An admin connects each account once. Every tool you allow can then use it.
CRM
Where your accounts, deals and pipeline live.
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Google Contacts Buyer emails and phone numbers looked up before a call, and new Google Contacts created from approved leads, in the tools your team shares on Genipy. -
HubSpot Rep scorecards, lead routing, sales-to-CS handoffs and renewal lists that read your HubSpot deals and contacts, shared with your team on Genipy. Coming soon -
Salesforce Pipeline reviews, forecast roll-ups and deal approvals built on your Salesforce opportunities, in the internal tools your team shares on Genipy. Coming soon
Spreadsheets & databases
The quotas, price lists and trackers your team already keeps.
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Airtable Booth lead capture, partner screens and approvals built on your Airtable bases, in the internal tools your team shares on Genipy. Coming soon -
Google Forms Partner sign-up, event lead and feedback forms whose answers land in a review screen, in the internal tools your team shares on Genipy. -
Google Sheets Forecast forms, quota trackers and commission statements built on your Google Sheets files, in the internal tools your team shares on Genipy.
Documents & files
Proposals, contracts and decks in Google Workspace.
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Google Docs Proposals, order forms and account plans generated in Google Docs from your deal details, in the internal tools your team shares on Genipy. -
Google Drive Contracts, proposals and SOWs found, linked and filed in the right Google Drive folder, from the internal tools your team shares on Genipy. -
Google Slides Every QBR, pipeline review and renewal deck built in Google Slides from current numbers and one team template, with tools your team shares on Genipy.
Email & messaging
Email, automated sending and team chat.
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Gmail Follow-ups sent from Gmail and the latest emails with each account from the connected address, inside the internal tools your team builds and shares on Genipy. -
Google Calendar Customer meetings, demos and renewal reviews booked in Google Calendar once approved, from the shared internal tools your team builds on Genipy. -
Google Chat Discount approvals, renewal updates and closed-won handoffs posted to Google Chat spaces from the shared internal tools your team runs on Genipy. -
Google Meet Google Meet links created for approved customer meetings, discovery calls and QBRs, shown with the notes in the tools your team runs on Genipy. -
Google Tasks Follow-up tasks created after each call and updated as deals move, from the account, meeting and handoff tools your team shares on Genipy. -
Outlook Follow-up emails sent from Outlook and weekly meeting prep pulled from your Microsoft 365 calendar, in shared internal tools your team publishes on Genipy. -
SendGrid Quote, renewal and onboarding emails sent through SendGrid from your own domain and templates, triggered from internal tools your team runs on Genipy. Coming soon -
Slack Closed-won alerts, discount approvals and pipeline digests posted in your Slack channels by the internal tools your team shares on Genipy. Coming soon -
SMTP/POP Quotes and reminders sent through SMTP and shared inboxes read through POP, using your standard mail settings, in the tools your team shares on Genipy. Coming soon
AI models
The AI models your tools call to summarize, draft and sort.
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Anthropic API Call recaps, follow-up drafts and lead qualification from Claude, through the Anthropic API, in the internal tools your team shares on Genipy. -
OpenAI API Lead scoring, thread summaries and outreach drafts from OpenAI models, through the OpenAI API, built into the internal tools your team opens daily on Genipy.
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