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Integrations

DocJacket connects with the tools you already use. Set up integrations in Settings > Integrations.

Available integrations​

Google Workspace​

  • Gmail — Send, reply, schedule, and manage transaction email from a connected Gmail account
  • Google Calendar — Push closings, key dates, and optionally task due dates to Google Calendar
  • Google Drive — Import files from Drive, upload transaction documents, and link a transaction folder
  • Google Contacts — Preview and import Google contacts into DocJacket

Microsoft 365​

  • Outlook Mail — Send, reply, and schedule transaction email from Outlook
  • Outlook Calendar — Connect Microsoft calendar access from the integrations page
  • OneDrive — Connect Microsoft file access from the integrations page

Follow Up Boss​

  • Connect Follow Up Boss to sync contacts and deals
  • Map stages and fields
  • Review sync activity and automation behavior

Google Sheets​

  • Send a row per deal to a Google Sheet commission tracker when the deal reaches a status you choose
  • Set up on its own page, Settings > Advanced > Google Sheets, not on the Integrations page
  • See Google Sheets: export deals to a spreadsheet

SMS​

  • Provision a dedicated business SMS number
  • Track monthly usage and buy additional credits
  • Send and receive direct text messages from transaction threads

GoHighLevel and other CRMs​

  • Send deal events (created, status changed, closed) to GoHighLevel, or any CRM that accepts a webhook
  • Use Zapier or Make for CRMs without webhook support
  • See Send deal data to a CRM

Developer API & webhooks​

Building your own integration? The Developer API covers the REST API, webhooks, and the partner API in depth.

In this section​