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INTEGRATIONS

Integrate With Your Favorite Tools

Connect calendars, email, meetings, messaging, social accounts, payments and developer tools so everything stays in sync with your CRM.

Get Started Free →Talk to Us
WHAT IT ISUpward integrates with Google, Outlook and Apple calendars; Gmail, Outlook and IMAP email; Zoom, Google Meet, Meetn and Microsoft Teams; SMS and WhatsApp Business; Socializer publishing to Facebook Pages, LinkedIn, X, Threads and Bluesky (Instagram, Pinterest and TikTok where enabled); Facebook Page leads and GoHighLevel; Stripe, Nexio, NMI and Authorize.net payments; plus a REST API, SSO login links and an MCP endpoint for AI assistants. Availability can depend on your plan and setup.

Calendars & Email

Two-way calendar sync and your own inbox, inside the CRM.

  • Google Calendar

    Two-way sync of availability and booked appointments.

  • Outlook Calendar

    Microsoft 365 calendar sync for availability and bookings.

  • Apple Calendar

    Reads iCloud availability and writes bookings with an app-specific password.

  • Gmail

    Connect your Google mailbox to send and read email next to each contact.

  • Outlook Mail

    Connect your Microsoft mailbox for CRM email.

  • IMAP Email

    Connect other IMAP mail accounts to sync and send from the CRM.

  • SendGrid Email Domains

    Send newsletters and follow-up from your own authenticated domain.

    Company setup

Meetings & Video

Automatic meeting links on bookings, with recaps where supported.

  • Zoom

    Creates Zoom links for virtual bookings and events, with meeting recaps.

  • Google Meet

    Adds Meet links through your connected Google Calendar.

  • Microsoft Teams

    Adds a Teams meeting link to each booking. Needs a work or school Microsoft 365 account.

  • Meetn

    One reusable branded meeting room link for 1:1s, teams and webinars.

Messaging & SMS

Text and message contacts from the same CRM record.

  • SMS

    Two-way text messages from a dedicated number or your own SMS account.

  • WhatsApp Business

    Business messaging with delivery updates in the CRM.

    Where enabled

Social Publishing

Publish from Socializer to accounts you authorize; other networks are copy-and-confirm.

  • Facebook Pages

    Publish to selected Pages; Page comments and messages can become CRM leads.

  • LinkedIn

    Post text, images and video to your authorized profile.

  • X

    Posts fitted to the 280-character limit before they are sent.

  • Threads

    Publish text, image and carousel posts.

  • Bluesky

    Publish text and images through secure AT Protocol sign-in.

  • Instagram

    Professional accounts, image and carousel posts.

    Where enabled

  • Pinterest

    Pin images and video to your boards.

    Where enabled

  • TikTok

    Photo posts with creator-chosen settings.

    Where enabled

Lead Sources & CRM Sync

Bring people from other places into the CRM.

  • Facebook Page Leads

    Turns Page comments, messages and reactions into CRM leads and activity.

  • GoHighLevel

    Owner-connected sync with a GoHighLevel location.

Payments & Billing

Companies choose a payment processor in Company Admin.

  • Stripe

    Card payments through a company-connected Stripe account.

    Company setup

  • Nexio

    Card processing gateway for company billing.

    Company setup

  • NMI

    Card processing gateway using company credentials.

    Company setup

  • Authorize.net

    Card processing gateway using company credentials, as a company's main gateway or alongside another one for the card types you choose, such as American Express.

    Company setup

Developer & AI

Connect Upward to your back office, portal and AI assistants.

  • REST API & API Keys

    Company-scoped keys for members, CRM, events and billing.

    Developer

  • SSO & Login Links

    Hand members from your portal into Upward.

    Developer

  • MCP Endpoint

    Let AI assistants use Upward with OAuth authorization.

    Developer

Availability can depend on your plan and setup. Product names belong to their owners and are used only to describe compatibility.

What's included

Calendars & Email

Google Calendar, Outlook Calendar, Apple Calendar, Gmail, Outlook Mail, IMAP and authenticated email domains.

Meetings & Video

Zoom, Google Meet, Microsoft Teams and Meetn meeting links.

Messaging & SMS

SMS and WhatsApp Business (where enabled).

Social Publishing

Facebook Pages, LinkedIn, X, Threads, Bluesky; Instagram, Pinterest and TikTok where enabled.

Lead Sources

Facebook Page leads and GoHighLevel sync.

Payments & Billing

Stripe, Nexio, NMI and Authorize.net payment processors.

Developer & AI

REST API keys, SSO login links and an OAuth-protected MCP endpoint.

Frequently asked questions

How do I connect an integration?

Members connect calendars, email, meeting providers and social accounts from their own account. Company owners set up payments and API keys in Company Admin.

Does every integration come with every plan?

No. Some integrations, such as WhatsApp, Instagram, Pinterest and TikTok, are available where enabled, and some depend on your plan.

Which networks can Socializer publish to directly?

Facebook Pages, LinkedIn, X, Threads and Bluesky publish directly from accounts you authorize. Other networks are available where enabled.

Can Upward connect to my back office?

Yes. Use the REST API and SSO login links, or the MCP endpoint for AI assistants. See Developers for details.

Related

Developers

A REST API, single-use login links and an AI-ready MCP endpoint connect your existing systems to every member's Bio/Profile Page, CRM, scheduling and follow-up.

Back-Office & Third-Party Integrations

Upward is a multi-tenant SaaS front-office growth platform, not industry software. Connect it to a compatible network marketing, direct sales or affiliate back office with the Upward REST API.

Scheduling

Let people book you from your Bio/Profile Page, a direct link or a chat, with availability you control and a CRM lead for every booking.

Email & SMS

Send email from your own mailbox and text from a dedicated business number, with every message logged on the right person.

Socializer

Write in your own voice with Vutesa, publish straight to your networks or schedule for later, and see which posts bring people back through tracked links.

Have a question about Integrations?

Ask Vutesa, Upward's AI assistant — answers draw on this page's content.

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