CRM integrations

Connect Tookan to your CRM and the tools your business already uses.

Keep your CRM, whether that is HubSpot, Pipedrive, Zoho CRM or another solution, and add Tookan’s distinctive features: two mobile apps, voice messages and embeddable forms.

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Specialist services for each use case

Each tool handles the job it does best.

Each service keeps its role. Tookan adds the context and interactions needed to enrich each customer journey.

Electronic signatures

DocuSign

Add electronic signatures to the points in your customer journey that require approval.

  • Get documents signed remotely
  • Connect signatures to the relevant customer record
  • Make customer approvals easier
Telephony and SMS

RingCentral

Sync RingCentral communications with Tookan so your team keeps the context of each customer exchange.

  • SMS synchronisation
  • Recorded conversations
  • Voicemail messages
Email and SMS campaigns

Brevo

Use Brevo to send the communication customers expect at each stage of their journey.

  • Transactional emails
  • SMS campaigns
  • Messages triggered by your customer scenarios
Voice transcription and analysis

OpenAI

Turn voice messages into readable information that is easier for your team to use.

  • Voice-message transcription
  • Content summaries and analysis
  • Identification of useful follow-up information
Tookan + your CRM

Add Tookan to your CRM without friction.

Your CRM keeps its role. Tookan adds a customer app, a team app, voice conversations and embeddable forms. HubSpot, Pipedrive and Zoho CRM are examples; other connections can be considered depending on your environment.

CRM integration example

HubSpot

Keep managing your business in HubSpot and use Tookan to provide mobile apps, voice messages and forms to customers and teams.

CRM integration example

Pipedrive

Keep Pipedrive for sales tracking and add Tookan to streamline conversations, collect data and communicate through voice messages.

CRM integration example

Zoho CRM

Keep Zoho CRM as your management tool and use Tookan to enrich customer interactions with apps, voice messages and forms.

How the integrations work

Information moves between tools without losing the customer record.

Each service handles its specialist task. Tookan keeps the context your team needs to manage the relationship.

01

The customer takes an action

They send a voice message or SMS, receive an email, sign a document or leave a voicemail.

02

The tools stay connected

The integration moves the agreed information between Tookan and your CRM without changing your team’s established habits.

03

Your team sees the useful information

The data needed for follow-up stays connected to the right journey and customer record.

Useful integrations start with a clear requirement

Let’s define which customer interactions your business needs to connect.

Together, we identify the channels, data, access rights and processing your team genuinely needs.

Talk to the Tookan team