Integrations
ClientFlow connects to the tools your firm already runs on.
Accounting
Xero
Two-way sync of clients, invoices and payments.
QuickBooks
Push invoices and reconcile payments automatically.
XP
Xero Practice Manager
Sync contacts and job data with XPM workflows.
Marketing
Meta (Facebook & Instagram Lead Ads)
New leads land in your pipeline within seconds.
W
Wix
Capture website form submissions straight into ClientFlow.
Communication
R
Resend
Reliable transactional email from your own sending domain.
E
ElevenLabs
Powers the optional AI voice agent (Olivia).
Coming soon
On roadmap
M
MYOB
Native accounting sync for MYOB firms.
H
HubSpot
Two-way contact and deal sync.
C
Calendly
Auto-create leads from booked discovery calls.
Don't see your tool?
Firm-tier clients get custom integrations built on request. Tell us what you use and we'll quote it on the demo.
Book a demo