Integrations
Connects with the tools you use
Vega syncs with your email, calendar, meetings, phone, CRM, documents, financial planning, and proposal tools to enable intelligent automation across your entire workflow.
Available integrations
CALENDAR Calendly
Schedule meetings more easily with Calendly.
CALENDAR Google Calendar
Sync meeting schedules and prep from Google Calendar.
CALENDAR Outlook Calendar
Sync meeting schedules and prep from Outlook Calendar.
CALENDAR Redtail Calendar
Sync meeting schedules and prep from Redtail Calendar.
CRM Hubly
Sync workflows and tasks with Hubly for streamlined client management.
CRM HubSpot
Sync contacts, deals, and activities with HubSpot CRM.
CRM Microsoft Dynamics
Sync contacts, accounts, and activities with Microsoft Dynamics 365.
CRM Practifi
Sync client data and activities with Practifi.
CRM Quivr
Connect Vega with Quivr CRM for contact and task management.
CRM Redtail
Automatic data sync with Redtail CRM for contacts, notes, and tasks.
CRM Salentica
Connect Vega with Salentica for seamless CRM data flow.
CRM Salesforce
Enterprise-grade Salesforce integration for contacts and activities.
CRM Wealthbox
Sync contacts, notes, tasks, and activities with Wealthbox CRM.
CRM XLR8
Integrate with XLR8 for automated CRM updates.
DOCUMENTS Google Drive
Connect client documents in Google Drive with Vega workflows.
DOCUMENTS Microsoft SharePoint
Connect client documents in SharePoint with Vega workflows.
EMAIL Gmail
Draft and manage email responses directly in Gmail.
EMAIL Outlook
Draft and manage email responses directly in Microsoft Outlook.
MEETINGS Google Meet
Meeting prep, transcription, and follow-up for Google Meet.
MEETINGS Microsoft Teams
Meeting prep, transcription, and follow-up for Teams calls.
MEETINGS Zoom
Meeting prep, transcription, and follow-up for Zoom calls.
PHONE CurrentClient
Phone call integration with CurrentClient for call notes and follow-ups.
PHONE RingCentral
Phone call integration with RingCentral for call notes and follow-ups.
PHONE Zoom Phone
Phone call integration with Zoom Phone for call notes and follow-ups.
PLANNING Voyant
Bring Voyant financial plan data into meeting prep and follow-ups.
PROPOSALS Investipal
Automate personalized commentary in your proposals between Vega and Investipal.
No integrations found matching your search.