PurelyHR Integrations

Salesforce enables sales teams to maximize their productivity and achieve their goals more effectively. As the premier CRM solution worldwide, Salesforce transcends basic capabilities. It provides teams with vital resources aimed at broadening their client bases, uncovering new opportunities, and closing deals rapidly from virtually anywhere. The platform features an impressive selection of tools, including contact management, opportunity tracking, lead oversight, email integration, report generation, sales forecasting, and file synchronization and sharing, to name just a few. This allows you to invest less time navigating through spreadsheets and more time concentrating on your core business activities. Without the need for any extra hardware or software, our intuitive setup guide empowers you to streamline sales workflows and resolve customer inquiries in just a few minutes. By connecting data across sales, service, and marketing, you can deliver seamless and tailored experiences to your customers. This holistic view of each client encompasses their accounts, interaction history, and connections. Additionally, incorporating social data can significantly enhance your understanding of customer behaviors and preferences, providing you with a competitive edge in the market. Ultimately, Salesforce not only boosts sales efficiency but also fosters stronger customer relationships through insightful data analytics.

Effortlessly connect, organize, and achieve your tasks with a comprehensive suite that includes email, calendar, and contacts, all seamlessly unified in one platform. Elevate your productivity as you manage emails, schedules, tasks, and beyond from a singular interface designed for efficiency. The integration with Office allows for easy file sharing directly from OneDrive, while providing access to your contacts and viewing LinkedIn profiles without any complications. Schedule conference rooms and handle meeting RSVPs directly through your calendar, ensuring a more streamlined experience. Collaborate efficiently by sharing calendars, which helps you coordinate plans and effortlessly check your colleagues' availability. You can enjoy reassurance with the strong security protocols that are trusted by many major organizations worldwide. Outlook continuously works to protect your sensitive data while ensuring that your workflow remains unhindered. It intuitively anticipates your needs by automatically incorporating travel plans and bill payments into your calendar, alongside intelligent reminders that keep you organized. Moreover, the efficient search functionality makes retrieving the information you require quick and straightforward, further enhancing the smoothness of your workday. This all-in-one solution not only simplifies your tasks but also empowers you to focus more on your goals.

Make the most of every day by leveraging the latest features of Google Calendar, which enables you to spend less time organizing and more time enjoying your experiences. This innovative application offers a fresh perspective on your schedule through its Schedule View feature, which brings your calendar to life with visuals like images and maps that enhance understanding of your upcoming events. All the information you need is conveniently accessible, providing various views of your day, week, and month, as well as easy access to invitations and a web calendar to help you manage your time effectively. You can rest assured that your events are safely stored online, keeping your address book intact even if your device is misplaced. Effortlessly switch between different calendar formats by navigating between monthly, weekly, and daily views. Moreover, Gmail events like flight bookings and dinner reservations are automatically added to your calendar, ensuring nothing slips through the cracks. You can also organize your tasks right alongside your scheduled events for improved efficiency. Incorporating video conferencing into your calendar appointments is simple, making it easier to stay connected and work together. With intelligent suggestions for event titles, locations, and guests, creating new events becomes a swift and seamless task, enabling you to enhance your planning experience significantly. There’s never been a better way to keep your life organized while enjoying each moment to its fullest.

A single platform offers endless opportunities to engage with both your customers and staff. Any application can be made secure with authentication capabilities. Okta enables you to swiftly develop experiences that are both secure and enjoyable. By integrating Okta's Customer ID products, you can assemble the necessary framework to ensure security, scalability, and dependability. Safeguard and empower your employees, contractors, and partners effectively. Okta’s workforce identification solutions ensure that your employees remain protected regardless of their location. You will be equipped with essential tools to streamline cloud transitions and facilitate hybrid work environments. Trusted by organizations worldwide, Okta is committed to safeguarding workforce identities while promoting seamless connectivity across various platforms. This reliability and trust make Okta a go-to choice for businesses aiming to enhance their security infrastructure.

By consolidating your various cloud applications, outdated tools, and paper-based methods into a single operating system, you can streamline operations across your entire organization. Zoho One provides a cohesive platform designed to integrate your business functions, enhancing connectivity and agility. This transformation can lead to significant boosts in productivity and improvements in customer satisfaction. You can efficiently gather leads, swiftly finalize deals, generate invoices and quotes, digitally sign contracts, and monitor all relevant metrics. Additionally, manage projects and contracts, keep track of expenses and time, ensuring you stay within budget and meet deadlines. Furthermore, you can create targeted segments, deploy timely surveys and campaigns, and utilize executive dashboards to measure and analyze your performance effectively. This all-in-one solution empowers businesses to operate more efficiently and respond quickly to market demands.

Workativ Assistant is an all-in-one support automation solution that enables users to develop generative AI chatbots, design and connect multi-step app workflows with bots, create a personalized Chat GPT for accessing knowledge bases, and offer AI-enhanced live chat support. The platform includes a variety of features such as a Chatbot Studio for creating and managing multiple bots, pre-built templates for quick setup, dynamic notifications for bot interactions, and an approval management system for chatbot quality control. Users can connect Knowledge AI GPT to various sources like websites, SharePoint, and PDFs, while benefiting from an AI-powered shared live chat inbox. Additionally, it features an App Workflow Builder that allows for the creation of multi-step workflows and offers a marketplace with over 100 app integrations. Users can also utilize an on-prem app connector for bots, conduct bot training and testing, and access detailed logs and advanced analytics. The platform supports chat channel integration with popular tools like Teams and Slack, and provides security measures such as Multi-Factor Authentication (MFA) and Role-Based Access Control (RBAC) to ensure a secure automation experience. Overall, Workativ Assistant streamlines support processes and enhances user engagement through its comprehensive capabilities.

Zoho Directory is a cloud-based identity and access management solution that aims to simplify the processes of authentication and authorization, while also enhancing user management. The platform features Single Sign-On (SSO), which enables employees to access various applications using just one set of credentials, thereby improving both security and convenience for users. Additionally, it incorporates Multi-Factor Authentication, which provides an extra layer of security to protect against unauthorized access. Device authentication further ensures secure access to both applications and devices, allowing employees to utilize the same credentials across all platforms. Moreover, Zoho Directory boasts powerful provisioning capabilities that empower IT administrators to create and manage user profiles for diverse applications directly from the platform, significantly reducing the time needed for repetitive administrative tasks. The ability to integrate with existing directories, such as Microsoft Active Directory or Azure AD, enhances its usability and flexibility, making it a comprehensive solution for organizations looking to streamline their identity management processes. Thus, Zoho Directory stands out as a robust tool for organizations aiming to improve their identity management efficiency.