Connect Nexhelm AI with the tools you already use to streamline your workflow and maximize productivity.
| Name | Category | Status |
|---|---|---|
| Zoom | Meetings | Active |
| Microsoft Teams | Meetings | Active |
| Google Meet | Meetings | Active |
| Gmail | Active | |
| Microsoft Outlook | Active | |
| Salesforce | CRM | Active |
| Wealthbox | CRM | Active |
| HubSpot | CRM | Active |
| GoHighLevel | CRM | Active |
| Redtail | CRM | Planned |
| DocuSign | E-Signature | Active |
| Dropbox | Document Management | Active |
| Box | Document Management | Active |
| Persona | KYC / Identity Verification | Active |
| Alloy | KYC / Identity Verification | Planned |
| Akoya (Fidelity) | Custodian | Active |
| Schwab Advisor Services | Custodian | Planned |
| eMoney | Financial Planning | In-Progress |
| RightCapital | Financial Planning | Planned |
| Slack | Productivity | Active |
| Google Calendar | Productivity | Active |
| Calendly | Productivity | Active |
| Google Sheets | Productivity | Planned |
| Microsoft Excel | Productivity | Planned |
| Mailchimp | Marketing | Planned |
Need another integration? We're constantly expanding our integration ecosystem. Contact us at support@nexhelm.ai to request additional integrations.