SkedX connects with your existing business tools to create a unified workflow. From email and calendar sync to accounting software and marketing platforms, integrations eliminate manual data entry and keep all your systems in sync.
Available integration categories
- Email — Gmail, Outlook, IMAP/SMTP. Two-way sync keeps all email conversations attached to the correct lead or contact record
- Calendar — Google Calendar, Outlook Calendar. Meetings auto-log as activities on the associated lead or deal
- Accounting — QuickBooks, Xero, Zoho Books. Invoice and payment data syncs bidirectionally
- Marketing — Mailchimp, ActiveCampaign, SendGrid. Sync contacts and track campaign engagement
- Communication — Slack, Microsoft Teams. Receive CRM notifications and create leads from messages
- Developer — REST API, Webhooks, Zapier, Make. Build custom automations and connect any tool
Setting up an integration
Navigate to Settings > Integrations and browse the integration marketplace. Click on the integration you want to enable, then follow the OAuth authorization flow. Most integrations are live within 60 seconds of authorization.
SkedX Flow integration
SkedX CRM connects natively with SkedX Flow for omnichannel messaging. This is not a third-party integration — both products share the same backend infrastructure. When a WhatsApp message arrives in Flow, the contact is automatically matched to a CRM lead. Agents can view the full CRM context while responding to messages.
Custom integrations via API
For tools not in the marketplace, use the SkedX REST API to build custom integrations. The API supports full CRUD operations on leads, contacts, deals, invoices, and tasks. Webhooks notify your external systems of events in real time. See the API Reference section for full documentation.
Data sync & conflict resolution
Integrations sync data at configurable intervals ranging from real-time to every 24 hours. When conflicts arise — for example, a contact updated in both SkedX and an external tool — the most recent change wins by default. You can configure conflict resolution rules per integration under advanced settings.
