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Put Penny’s call details where your office does the work.

A visit on the calendar, a request for the dispatcher, or a callback in your team’s channel: see what each connection delivers. Each page lists the fields, setup, and first result to check.

12 connection options · 6 connectors you can request

Calendar

  • Direct connection · Starter

    Google Calendar

    A Thursday appointment belongs on the same calendar your crew checks in the morning. Penny reads availability, offers a time within your hours, and confirms the visit after Google Calendar accepts it.

    See fields and setup

  • Direct connection · Starter

    Outlook Calendar

    Keep booking in the Microsoft calendar your office uses. Penny checks its busy times and your working hours, then writes the appointment the caller accepts so the office can see the agreed visit.

    See fields and setup

Field service

  • Direct connection · Pro

    Jobber

    A caller reports a dripping kitchen faucet. Penny finds or creates the client in Jobber and adds a Request with the service inquiry. Your office starts the follow-up from what the caller said.

    See fields and setup

  • Direct connection · Pro

    Housecall Pro

    The dishwasher will not drain, and the caller wants a service visit. Penny captures the customer, address, and reported problem in an unscheduled Housecall Pro job for your office to review and schedule.

    See fields and setup

  • Direct connection · Pro

    ServiceTitan

    A caller asks about replacing a water heater. Penny creates a ServiceTitan Booking with the inquiry and customer association, ready for the office that reviews your booking queue.

    See fields and setup

CRM

  • Via Zapier or your workflow · Pro

    HubSpot

    A quote request reaches the HubSpot contact your team follows up, with the caller’s question in the fields you choose. Use Zapier to set the contact match and attach the captured details after the call.

    See fields and setup

  • Via Zapier or your workflow · Pro

    Salesforce

    Your sales team receives the caller’s request in the Salesforce object your administrator chooses. A Zap maps Penny’s captured details after the call, using your required fields and assignment rules.

    See fields and setup

Automation

  • Via Zapier or your workflow · Starter

    Zapier

    Put the lead in a sheet, create a callback task, or file an inquiry in the app your office uses. Penny supplies the call details; your Zap decides which calls qualify and where those details go.

    See fields and setup

Messaging

  • Direct connection · Pro

    Slack

    The painting estimate needs a follow-up. Penny posts the call summary and captured details to the Slack channel your office watches, so the person returning the call can see what the customer asked for.

    See fields and setup

  • Direct connection · Pro

    Microsoft Teams

    An existing customer wants a call about an estimate. Penny sends the summary and captured details through your Teams workflow, giving the office a card it can use to make the callback.

    See fields and setup

Accounting

  • Via Zapier or your workflow · Pro

    QuickBooks

    Your bookkeeper can start from the name, phone number, and address the caller supplied. A Zap maps approved inquiries into QuickBooks Online when your office is ready to create a customer.

    See fields and setup

Scheduling

  • Via Zapier or your workflow · Starter

    Calendly

    Give Penny the Calendly event link your office sends for consultations or estimates. She can share it in chat; the visitor chooses a time and completes the booking on your Calendly page.

    See fields and setup

Property management

  • Request a connector · Pro

    AppFolio

    A tenant’s leak report needs the property, unit, and callback number beside it. Request an AppFolio connection by showing us where those details should go and who reviews the maintenance intake.

    Describe your workflow

  • Request a connector · Pro

    Buildium

    Your office sorts a resident’s maintenance request differently from an owner’s call. Request a Buildium connector with your intake categories, required location details, and the person who reviews each request.

    Describe your workflow

Real estate CRM

  • Request a connector · Pro

    Follow Up Boss

    An inquiry about the address on a sign should reach the agent with the caller’s question attached. Tell us how your Follow Up Boss team matches contacts and routes those notes so we can review the connector request.

    Describe your workflow

Legal practice

  • Request a connector · Pro

    Clio

    Your firm needs enough information to review an inquiry and arrange the next conversation. Request a Clio connector with the fields your lawyer approves, the receiving product, and the staff member responsible for intake.

    Describe your workflow

Auto shop

  • Request a connector · Pro

    Tekmetric

    The service writer needs the vehicle and the customer’s description before discussing the visit. Request a Tekmetric connector by showing where that intake belongs and how your shop matches customers with vehicles.

    Describe your workflow

  • Request a connector · Pro

    Shop-Ware

    A new service inquiry and a callback about an existing repair order need different handling. Tell us where each belongs in Shop-Ware and which customer and vehicle details your advisor needs to review it.

    Describe your workflow