INTEGRATION GUIDES
Your tools.
Shared context.
Explore the connections and workflows around your client work, from project delivery to reporting and communication.
Marketing & Analytics
Connect your marketing tools to show clients campaign performance and analytics.
HubSpot
Sync HubSpot CRM data with your client portal for seamless visibility
Google Analytics 4
Pull GA4 metrics into client dashboards automatically
Semrush
Display SEO rankings and competitor data in client portals
Ahrefs
Display SEO rankings and backlink data in client portals
Mailchimp
Show email marketing performance in client dashboards
Project Management
Sync project progress from your PM tools to client portals automatically.
Asana
Sync Asana tasks and projects to client portals automatically
Monday.com
Sync Monday.com boards with client-facing dashboards
ClickUp
Connect ClickUp spaces to client portals for transparent progress
Notion
Sync Notion databases to client-facing dashboards
Trello
Display Trello board progress in client portals
Basecamp
Share Basecamp project progress in client dashboards
Billing & Finance
Collect payments and sync invoices with your accounting software.
Advertising
Display ad performance and ROAS in client dashboards.
Meta Ads
Display Facebook and Instagram ad performance in client portals
LinkedIn Ads
Show B2B ad campaign performance in client dashboards
TikTok Ads
Display TikTok ad campaign performance in client portals
Pinterest Ads
Show Pinterest ad campaign performance in client dashboards
Google Ads
Show PPC performance in client dashboards automatically
Communication
Get notified when clients engage with their portal.
Zapier
Connect Angelwood to 6,000+ apps with automated workflows
Microsoft Teams
Get client portal notifications in Microsoft Teams
Slack
Get client portal notifications in Slack channels
Intercom
Share customer conversation insights with clients in their portal
Zendesk
Display support ticket metrics and SLA performance in client portals
CRM
Sync CRM data to give clients visibility into deals and contacts.
Analytics & Insights
Share analytics insights, heatmaps, and performance data with clients.
Design & Creative
Collaborate on designs and streamline creative approvals.
Who is Integration guides for?
Integration guides is built for professional services firms that need clearer workflow connectivity and a stronger path to cleaner client updates.
What will I find on this page?
This page groups the most relevant workflow connectivity resources so firms can compare options and move to the right next step faster.
How should I use this page?
Start with the section that matches your current bottleneck, review the recommended pages, and use the CTA when you are ready to evaluate Angelwood in context.
THE CLIENT EXPERIENCE, IN ORDER
A clearer next step for your team.
Bring the work you share with clients into one place.