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Integrations overview

Integrations let your agent look things up and take action in the tools you already use. Manage them under Settings → Integrations.

CategoryIntegrationWhat the agent can do
CRMPipedrive · HubSpot · Zoho CRM · Salesforce · ActiveCampaignOpen a deal when a conversation qualifies and move it through your pipeline
E-commerceShopify · ikas · WooCommerce · BigCommerce · Magento · Ticimax · IdeaSoftAnswer “where is my order?”, check stock, share a cart link where the store supports it
MarketplaceTrendyol · HepsiburadaLook up marketplace orders and answer product questions
ShippingAfterShipTell customers where their parcel is from the tracking number
CalendarGoogle Calendar · Calendly · Cal.comOffer real open times and book once the customer confirms
Spreadsheets & tablesGoogle Sheets · AirtableLog leads, look up a price list or stock sheet
KnowledgeGoogle Docs & Drive · NotionAnswer from your documents and pages
DataBigQueryAnswer internal data questions, read-only
AnalyticsGoogle Analytics 4Send conversation milestones to GA4, with no personal data
Lead formsMeta Lead AdsBring Facebook and Instagram lead form submissions into conversations and your CRM
PaymentsStripe · iyzico · PayTRSend a payment link and see “paid” in the chat
AccountingParaşütTell customers whether their invoice is paid and send its PDF, read-only
SupportFreshdesk · ZendeskTurn handoffs into tickets and tell customers where their tickets stand
MarketingKlaviyo · MailchimpAdd customers who say yes to your email list
Team alertsMicrosoft Teams · Netgsm SMSTell your team about handoffs in Teams or by SMS
Your own toolsMCP serversUse the tools you allow on your own remote MCP servers

Missing something? Use Custom tools to connect your own system, or Webhooks & Zapier for everything else.

Each integration connects in one of two ways — the integration’s page in the console shows which one applies:

  • Continue to … button (sign-in). You click Continue to the provider and approve Fluxy on the provider’s own screen and come back. Nothing to copy or paste. Google, Zoho, Salesforce and IdeaSoft always connect this way; many others offer it where available — each integration’s page says so.
  • Credentials form. You paste an API key or token from the provider. Each integration’s page below says exactly where to find it.

Not set up yet? If an integration’s page says it is not set up, it is not enabled for your workspace yet. Click Ask us to enable to email Fluxy support.

We test before saving. Before a connection is saved, we make a real call to the provider (for example asking the store who it is). A wrong key fails on the connect screen — not in the middle of a customer conversation.

  • Only admins can connect or disconnect integrations.
  • Operators can see what is connected.
  • Keys and tokens are stored encrypted and are never shown again after saving.
  • Each integration’s page shows its health and an activity log of recent calls.
  • Disconnecting (hold the Hold to disconnect button) deletes the stored credentials immediately and, where the provider allows it, withdraws our access there too. Your settings (for example stage mappings) are kept, so reconnecting is quick.