Connect Pleelo to the tools you already use
From Meta messaging (WhatsApp, Instagram, Messenger) and live bank syncing with Plaid, to Google Workspace, Microsoft 365, and autonomous AI agents. All unified in one system.
Direct native integrations with industry leaders
How your operations flow seamlessly
Instead of manually copying data between separate spreadsheets, messaging tools, and banking apps, Pleelo orchestrates the whole cycle in real time.
Lead arrives via WhatsApp
Captured via Meta Cloud API into CRM with full chat context.
Quote & CRM Match
Instant product pricing and client history lookup from your unified database.
Instant Online Invoice
Share invoice via email or WhatsApp with a secure 1-click payment link.
Automated Bank Feed
Syncs live transactions from 12,000+ US banks with Plaid.
AI Financial Intelligence
Reconciles paid invoices and Claude AI projects monthly cash flow.
Explore all integrations
Showing 15 supported integrations across the platform
WhatsApp Business
Two-way chats, automated templates, audio notes & CRM sync
Connect your official WhatsApp Business number directly. Assign chats to team members, send quotes instantly, and trigger automatic lead capture without third-party unofficial hacks.
Instagram Direct
Turn direct message conversations and story replies into commercial leads
Sync all Instagram DMs directly into your Pleelo unified inbox. Respond from your computer or phone, share product catalogs, and close sales without losing track.
Facebook Messenger
Automated lead intake and multi-agent customer support for Facebook Pages
Connect your Facebook Pages with 1-click OAuth. Inbound inquiries become leads in your pipeline with automatic conversation logging and live notifications.
Twilio SMS
High-deliverability transactional and marketing SMS alerts
Send payment reminders, invoice notifications, and delivery updates straight to customer phones via global Twilio infrastructure.
Plaid Open Banking
Live bank transaction and balance synchronization for US checking & savings accounts
Link over 12,000 US financial institutions through Plaid. Pull daily transactions, sync balances, and automate bank reconciliation for Chase, Bank of America, Wells Fargo, and more.
PayPal Checkout
Accept global card & PayPal payments, automated subscriptions and webhook reconciliation
Let international clients pay invoices online with credit card or PayPal balance. Webhooks automatically record the payment and reconcile the invoice instantly.
Google Workspace & Gmail
Send quotes, sync customer email threads & track delivery directly in Pleelo
Connect your Gmail or Google Workspace corporate email. Emails sent to clients go through your own address, and replies are tracked automatically in the client CRM history.
Google Calendar
Schedule client meetings, field visits and service appointments with two-way calendar sync
Keep team agendas in sync. When an appointment is booked in Pleelo, it appears on your Google Calendar with reminders, and vice-versa.
Microsoft 365 & Outlook
Seamless enterprise email integration for Outlook and Exchange corporate accounts
Designed for corporate environments. Connect Microsoft 365 accounts with modern OAuth to dispatch invoices and track client correspondence seamlessly.
Apple Calendar (CalDAV)
Universal CalDAV synchronization for Apple devices (iPhone, iPad, Mac)
Sync appointments and operations schedules directly with iOS Calendar and macOS Apple Calendar using secure app passwords.
Anthropic Claude
Financial reasoning, autonomous ERP actions (Tool Calling) & business intelligence
Bring your own Anthropic API key to unlock conversational financial analysis, automatic invoice drafting, and operational reasoning tailored to your business.
OpenAI GPT-4o & Whisper
Audio voice notes transcription to text, customer sentiment analysis & lead scoring
Turn WhatsApp audio messages from clients into clean searchable text using OpenAI Whisper. Classify incoming leads and extract action items automatically.
Vision AI / OCR Inteligente
Instant receipt intake from phone camera: extracts vendor, date, taxes & line totals
Take a photo of any receipt, gas slip, or vendor invoice from the mobile app. Vision AI extracts the vendor name, date, tax breakdown, and creates the expense ready for review.
Twilio Softphone & WebRTC
Make and receive phone calls directly inside Pleelo with automatic CRM recording
Turn any computer or smartphone into a business phone terminal. Receive inbound calls from your business numbers, record conversations, and log call outcomes in the customer timeline.
OneSignal Multi-Channel Push
Instant push notifications with contextual deep linking for team alerts
Never miss an invoice approval, urgent WhatsApp message, or low-stock warning. OneSignal delivers real-time notifications to your iPhone, Android, or desktop browser.
Direct & Encrypted APIs
Tokens, passwords, and banking credentials are encrypted at rest with AES-256. We never sell or share transaction telemetry.
Official Meta & Google Standards
We strictly adhere to official APIs: Embedded Signup for WhatsApp, OAuth 2.0 for Google and Microsoft. No scrapers or account-risk shortcuts.
Bank-Grade Security & Isolation
End-to-end TLS encryption in transit, strict multi-tenant isolation, and bank-level data protection for all financial sync operations.
Ready to run your business with all tools connected?
Start your free trial today. Unlimited users, mobile apps for iOS and Android, and all integrations ready to connect.