Integrations

CasperPortal Integrations

CasperPortal integrations connect the platform to the payment, calendar, social, website and developer tools a local business already uses. Many jobs that usually need a separate app, such as texting, email, booking and reviews, are built in, and integrations like Stripe, Google Calendar, Facebook and Zapier cover the rest.

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Payments and accounting

Stripe

Process payments, subscriptions and invoices from your CRM. See invoicing and text-to-pay.

QuickBooks

Sync invoices and payments to keep your books up to date.

Marketing and social

Facebook and Instagram

Pull leads from social ads and reply to Messenger and Instagram messages from the unified inbox.

Google Business Profile

Request and manage reviews with reputation management and track calls from your listing with Google call tracking.

Mailgun and SendGrid

Email sending services that can be connected for your campaigns.

WordPress and other website builders

Embed forms, chat widgets and booking calendars on your existing site with copy-and-paste code.

Productivity

Google Calendar and Outlook

Two-way calendar sync helps prevent double bookings. See appointment booking.

Zoom

Generate and send meeting links for booked appointments.

E-commerce and developer tools

Shopify

Trigger post-purchase automations and review requests.

Zapier

Connect CasperPortal to other apps through Zapier.

Webhooks

Send and receive data when events happen, using webhooks in your workflows.

Twilio

Bring your own telephony account for SMS and voice routing.

Frequently asked questions

Do I need integrations for texting, email and booking?

No. SMS, email, booking, reviews and the unified inbox are built into CasperPortal, so integrations are only needed for tools outside those jobs.

What if a tool I use is not listed?

Zapier and webhooks can connect CasperPortal to many other apps. Contact us or book a demo to check a specific tool.

Can I keep my existing business phone number?

Yes. You can port your existing number or use a local tracking number that forwards to your phone.

Your next best step

Book a free demoA 30-minute walkthrough of your own lead flow. No public checkout.
Pricing is tailoredYou get a written proposal after a consult. There is no public price list.
Agreement, then paymentPayment and account setup happen after you accept a proposal.
Keep your numberPort your business number or add a local number that forwards to you.
Local peopleBuilt in Georgetown, MA by Jared and Mark Casper. Call or text (207) 222-7737.