Integrations overview
Integrations keep your grant workflow connected to the tools your team already uses (files, calendars, CRM, and reporting). They're also how we reduce copy-paste and make sure source-of-truth data (deadlines, contacts, and documents) stays consistent.
- Start with Integrations to see what we support today and what we recommend by workflow.
- If you're importing historical work, read Importing spreadsheet data first, then layer integrations once your pipeline structure is in place.
- Need a specific system (Salesforce, Blackbaud, SharePoint, etc.)? Contact us with what you use and the data you want synced.