ScopeStack Integrations

Scope Once. Sync Everywhere.

CRM, PSA, and AI agents stay synced with ScopeStack, so every project and output is accurate in real time.

Connect ScopeStack with your CRM, PSA, and productivity tools. Native integrations with the platforms IT service providers rely on.

Native
PSA & CRM Connectors
1000+
Integration Engine Connectors
MCP
AI Agent Access

AI agents via MCP

Connect any MCP-enabled agent securely to your live data.

Services CPQ

CRM & PSA

Pull pipeline data and project records from your core business systems.

Sheet 02 / Directory

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Featured Integrations

The CRM, PSA and AI tools IT service providers connect most.

  • Popular

    Salesforce

    CRM & Sales Sync your CRM data, leads, and opportunities with ScopeStack for comprehensive project scoping.
  • Popular

    Microsoft 365

    Productivity Integrate with Outlook, Teams, and SharePoint for seamless collaboration and document management.
  • Popular

    ConnectWise Manage

    PSA & Ticketing Comprehensive PSA and CRM platform integration for automated ticket creation, time tracking, project management, and customer relationship management.
  • Popular

    Kantata

    PSA & Ticketing Turn approved scopes into Kantata projects automatically. ScopeStack syncs phases, tasks, and resources the moment a deal closes, no re-entry required.

  • ScopeStack MCP

    AI Agents · MCP Connect Claude, Copilot, Cursor, and other AI tools to ScopeStack via MCP. Pull live project data, build questionnaires, and review scope, using plain English prompts.

All Integrations

Browse our complete library of integrations with enterprise-grade automation platform.

  • HubSpot

    CRM & Sales Sync marketing and sales data to improve lead qualification and project scoping accuracy.

  • Microsoft Dynamics

    CRM & Sales Integrate CRM and ERP data to enhance project scoping with customer insights and financial planning.

  • NetSuite

    Finance & ERP Comprehensive ERP integration for financial planning and resource management.

  • Autotask

    PSA & Ticketing Comprehensive PSA integration for automated ticket creation, time tracking, and project management workflows.

  • ServiceNow

    PSA & Ticketing Automate ITSM processes and integrate service requests with scoping workflows.

  • Zendesk

    PSA & Ticketing Link customer support tickets with project scoping for comprehensive service delivery.

  • Slack

    Communication Get real-time notifications and collaborate on scoping projects directly in Slack channels.

  • ConnectWise CRM

    CRM & Sales Dedicated sales-focused CRM integration for lead management, opportunity tracking, and sales pipeline automation.

  • Pipedrive

    CRM & Sales Sales pipeline integration for lead management and opportunity tracking with automated workflow sync.

  • Teamwork

    Productivity Project management integration for task coordination, milestone tracking, and team collaboration.

  • Zoho CRM

    CRM & Sales Customer relationship management integration for lead tracking, sales automation, and contact management.

  • NetSuite CRM

    CRM & Sales Comprehensive customer relationship management with NetSuite's unified business platform.

  • QuickBooks

    Finance & ERP Integrate financial data for accurate project costing and budget tracking.

  • Jira

    Productivity Connect development workflows with project scoping for IT and software projects.

  • Google Workspace

    Productivity Integrate with Gmail, Drive, and Google Calendar for seamless productivity workflows.

  • Cisco

    Productivity Connect network management tools with infrastructure scoping and planning.

  • Zoom

    Communication Schedule and track scoping meetings with automated calendar integration.

  • Monday.com

    Productivity Project management integration for tracking scoping progress and deliverables.

  • Zapier

    Productivity Connect ScopeStack with 5000+ apps through our Zapier integration.

  • GitHub

    Productivity Automatically create GitHub issues from approved quotes and keep development teams aligned with sales scope.

  • ClickUp

    Productivity Transform quotes into ready-to-launch ClickUp projects with real-time scope sync and task automation.

  • Asana

    Productivity Sync project tasks and milestones between Asana and ScopeStack for seamless project management.

  • Trello

    Productivity Turn approved scopes into actionable Trello cards instantly. Connect presales to delivery with accurate project tickets.

  • Dropbox

    File Storage Secure file sharing and document management integration for project assets.

  • Microsoft SharePoint

    File Storage Collaborate on documents and manage project files with SharePoint integration for teams.

  • Microsoft OneDrive

    File Storage Seamless file synchronization and sharing with OneDrive for Business integration.

Sheet 03 / Integration Engine

Get more done by taking a larger perspective on integrations

ScopeStack Connect enables you to configure robust integrations, add intelligent automation to your scoping process, and manage complex cross-functional workflows with ease.

Connect to nearly any business system

Select from 1000+ prebuilt connectors to cloud and on-premises enterprise applications. Connect ScopeStack to thousands more using universal connectors to any app with accessible APIs.

$5,000per integration per year, 50,000 events included. See pricing →

  • PSA & Ticketing Systems

    ConnectWise, Kantata, Autotask, ServiceNow, Zendesk, and more

  • CRM & Sales Platforms

    Salesforce, HubSpot, Microsoft Dynamics, NetSuite

  • Productivity & Collaboration

    Microsoft 365, Google Workspace, Slack, Teams

  • Financial & ERP Systems

    QuickBooks, NetSuite, Sage, Xero, and custom systems

Enterprise-Grade Automation

Built on an industry-leading enterprise automation platform.

1000+
Connectors
50,000
Events a year included

Sheet 04

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