Connect your CRM or accounting tool
Last updated
Your AI automation works best when it can read and update the tools you already run your business on.
Open Integrations
In your dashboard, go to Integrations in the left sidebar.
Find your tool
Look for the card matching what you use, for example HubSpot or Clio for a CRM or practice management, and QuickBooks or Xero for accounting.
Connect it
For HubSpot and QuickBooks, select Connect and follow the prompts; each integration's own guide covers the exact steps. For Xero and Clio, ask your Raileon team to set it up with you (see the note below).
Confirm it's connected
The card shows Connected once it's done.
Xero and Clio need an app first
Outlook, Xero and Clio each need an app created in the provider's developer portal first. Ask your Raileon team to do this with you on your setup call.
Don't see your tool?
Let your Raileon team know which tool you use — new integrations are added regularly.