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Features/Integrations

Integrations

Connect the tools that bring you work

Leads from your website, ads and marketplaces land on one board. Calendars, email, online payments, maps and your ad accounts connect from your workspace. Every card says what’s live today and what’s coming.

Works with

The tools you already use, connected

  • QuickBooksInvoices and payments sync
  • Online payments
  • Google CalendarCalendar sync
  • GmailEmail from your address
  • Microsoft OutlookCalendar and email
  • Google AdsLead forms and conversions
  • Google Local ServicesLeads every 15 minutes
  • Google Business ProfilePosts
  • Google MapsRoutes and Street View
  • CallRailCalls, texts and forms
  • MetaConversions API
  • FacebookLead ads and posts
  • InstagramLead ads and posts
  • WhatsAppAsk ECHO
  • ZapierLeads from any app

Logos and names are trademarks of their owners; shown to say ECHOPS works with them.

Live in ECHOPS todayComing in progress, not switched on yet

A workspace’s owners and admins connect integrations from its Integrations and Settings pages.

Calendar & email

Your calendar and your clients’ inboxes

Live

Google Calendar

Each person connects their own Google Calendar from the Calendar page: their ECHOPS appointments go into it and their busy times come back, so nobody gets double-booked.

All plans

Live

Outlook calendar

The same for people on Outlook: their ECHOPS appointments go out to their Outlook calendar and their busy times come back in.

All plans

Live

Online booking page

Your own page at yourcompany.echops.com/book. Clients pick an open time for the appointment types you choose, answer your intake questions, and can reschedule or cancel from their own link.

All plans

Live

Calendar files in client emails

Booking, reschedule and cancel emails carry a calendar file, so the appointment lands in the client’s own calendar app.

All plans

Live

Emails from your company name

Quote links, documents to sign, appointment notices and portal sign-ins go out under your company’s name, and replies go to the person on the job.

All plans

Live

Your own Outlook or Gmail

Each person connects their own mailbox on the Email page, and emails to clients go out from their own address with your templates and signatures. Gmail and Outlook both send today; Outlook’s inbox also reads inside ECHOPS, and Gmail’s inbox follows after Google’s security review.

All plans

Leads

Every lead source, one Leads board

Live

Website forms

One private address for any form: Webflow, WordPress, your own HTML form or any form tool that sends a webhook. A spam trap and repeat protection come built in, and every submission is logged exactly as it arrived.

All plans

Live

Zapier

Send leads in from any app Zapier connects, with its “Webhooks by Zapier” step pointed at your lead door. New leads can go back out to a Zapier hook too.

All plans

Live

Google Ads lead forms

Leads from your lead-form ads arrive the moment someone submits the form. Paste the webhook address and key into Google Ads and send Google’s test lead to check it.

All plans

Live

Marketplace lead emails

Forward the “new lead” emails from marketplaces such as Angi, Houzz and Thumbtack through an inbound-email service. ECHOPS reads the name, phone, email and project, and a resent email doesn’t make a second lead.

All plans

Live

Calls and texts to your number

With Phone & texts, a new caller or texter becomes a lead on the board. Someone already in a deal goes on their own record instead.

Phone & texts add-on

Live

Online bookings

A client who books on your booking page becomes a lead, or joins their open one, and an estimate booking opens the deal.

All plans

Coming

Facebook and Instagram lead ads

Opens once Meta finishes its app review. Then you connect your Facebook Page on the Integrations page with a Page access token from Meta Business settings, and new leads from its lead-ad forms, on Facebook and Instagram, land on the board as they come in, each one once.

All plans

Live

Google Local Services

Add ECHOPS's read-only account to your Google Ads account, then connect it with your customer ID. Calls, messages and bookings from your Local Services ads come in as leads every 15 minutes, with the service they asked about.

All plans

Marketing

Ads and posts, fed by real jobs

Live

Google Ads conversions

When a lead books an estimate and when a job is won, ECHOPS sends it to your Google Ads account as a conversion tied to the ad click, so Google learns which ads bring jobs. Owners and admins set it up in Marketing, Ad platforms.

All plans

Live

Meta Conversions API

Each lead's next steps (new, contacted, estimate scheduled, job won) go to your Meta dataset as CRM events, so your Facebook and Instagram ads learn from booked work, not only form fills. Check it before you switch it on.

All plans

Live

Facebook, Instagram and Google Business Profile posts

Connect up to five accounts. When a job is finished or a Google review comes in, ECHOPS drafts a post from the job's photos and scope, with the client's name and address left out. You approve it, schedule it or post it now.

All plansUp to 5 accounts

Calls & texts

Talk to clients from inside ECHOPS

Live

Your business number

A local number set up by the ECHOPS team. Calls ring in the browser, and texts, picture texts, recordings, voicemail, greetings and AI call summaries sit next to your leads and deals. Texting starts once carriers approve your number’s registration.

$79/mo on Solo and CrewIncluded in CompanyExtra numbers $10/mo

Live

CallRail

Each new caller, texter or form from your CallRail company becomes a lead, with the ad or page it came from. A call from someone whose lead is still open goes on that lead’s timeline.

All plans

Live

Video meetings

Built-in video meetings with knocking, shared notes and AI minutes saved to the timeline. Clients join from their project portal.

All plans

Payments

Get paid online, into your own Stripe

Live

Online payments with Stripe

Connect your own Stripe account in Settings, Online payments. Clients pay an invoice from its link or their portal by card, Apple Pay, Google Pay or bank transfer (ACH), and the payment records itself on the invoice. You can pass a 3% fee on credit cards, and unpaid invoices get reminders before and after the due date.

All plansStripe's fees + 0.25%

Live

Checks, cash and everything else

Payments that come in another way are recorded by hand on the invoice: check with its number, ACH, cash or card with only its last 4 digits. ECHOPS never keeps a card or bank account number.

All plans

Maps & on the go

Routes, maps and ECHO in your pocket

Live

Google Maps

Every job on a map by phase, a day's route planned with live traffic and sent to the driver's chat with each stop's tasks, and Street View of the job site on the project page where Google has photos.

All plans

Live

WhatsApp: ask ECHO

The ECHOPS team sets up your business number as a WhatsApp sender; owners and admins then pick who may ask. Those people text ECHO from their own phone and get answers from your records: today’s schedule, a job’s status, a client’s number. On WhatsApp, ECHO is read-only for job records: it never books, sends or changes anything. The one thing it can add is a Knowledge Base note.

All plans

Live

ECHOPS on your phone

Open your workspace in your phone's browser and add it to the home screen. Alerts for new leads, messages and signed quotes arrive as notifications.

All plans

Coming

iPhone app

A native ECHOPS app for the App Store is in the works. Until then, the phone browser works and installs to your home screen.

All plans

Design & estimating

Bring design files and prices straight into the quote

Live

Cabinet design program export

In the quote builder’s Cabinets step, add your design program’s PDF report or price list, or a photo of it. AI reads the cabinet line, list price, door style and the box, molding and hardware counts into the step, and you check each one.

All plans

Live

Home Depot and Google Shopping search

Search Home Depot's catalog or Google Shopping from the quote builder for fixtures, materials, paint and electrical parts, with live prices and photos. Add a product at its price as your cost, times your markup.

All plans

Live

DXF export

Layout drawings export as DXF in inches at full size, with walls, doors, windows, each cabinet type, countertops, appliances, fixtures and dimensions on their own named layers. Design programs such as Revit, ProKitchen and 2020 open it.

All plans

Live

AI design studio

A room photo, a style and your words become a new design, saved to the deal. How it works.

25 / 100 / 300 images a month by plan

Files & data

Bring your data in. Take it out any time.

Live

CSV import

Leads (with an ID column, importing again updates them), past jobs into the archive, old service tickets, time sheets, and your price book: download it, edit it, import it, and preview every row before it saves.

All plansTime sheets: Company

Live

CSV export

Download leads, contacts, deals, quotes and appointments from Settings whenever you like. Reports, the price book and the contact list download as CSV too.

All plans

Live

QuickBooks Online

Clients, jobs, invoices, credits, payments and job costs go to your QuickBooks Online books on their own, and a payment recorded in QuickBooks comes back to its invoice. Owners and admins connect it from Accounting → QuickBooks. QuickBooks Online only, not Desktop.

All plans

Live

Files and photos

Photos, PDFs, drawings and design files go on deals and projects, in folders.

Unlimited files and photos

Live

Payroll provider export

Pay runs export as a CSV for your payroll provider. ECHOPS doesn’t pay anyone or file taxes.

Company

Developer

Signed webhooks for your own systems

Live

Signed webhooks in automations

One of your own automation rules can post to your web address, signed with that rule’s own secret (HMAC), over HTTPS only. Run a test before you turn it on.

Crew and Company

Live

Send leads to your CRM

Every new lead is posted as signed JSON to the address you choose, with a timestamp and a delivery id. If your end doesn’t answer, ECHOPS retries for about an hour and a half. Send a test lead and see each delivery.

All plans

Live

Lead door

Your workspace’s private intake address accepts JSON, URL-encoded or multipart posts. Name the source with a source field, and send an id to stop repeats.

All plans

Need something that isn’t here? Tell us what you use.

Questions

Integrations, answered

What does “Coming” mean?

It’s in progress and not switched on yet, usually because the provider’s review isn’t finished. We don’t put dates on it, and we mark it Live only when it works in ECHOPS.

Do I need Zapier?

No. Website forms can post straight to your lead door. Zapier is there if you want to connect an app that has no webhook of its own.

Who can set up integrations?

A workspace’s owners and admins.

Can I get my data out?

Yes. Owners and admins can download leads, contacts, deals, quotes and appointments as CSV from Settings, any time.

Which plan do I need?

Most integrations are in every plan. Your own automation rules (and their signed webhooks) come with Crew and Company. Phone & texts is $79 a month on Solo and Crew and included in Company. See pricing.

How does the CallRail integration work?

Connect your CallRail company on the Integrations page, and each new caller, texter or form becomes a lead with the ad or page it came from. A call from someone whose lead is still open goes on that lead’s timeline instead of making a second lead. Owners and admins set it up.

Can I connect Thumbtack through Zapier?

Two ways. Forward Thumbtack’s new-lead emails through an inbound-email service to your lead door, and ECHOPS reads the name, phone, email and project; a resent email doesn’t make a second lead. Or, if your Zapier account can reach your Thumbtack leads, point a Webhooks by Zapier step at your lead door.

Does ECHOPS integrate with Houzz Pro?

Not directly. Houzz lead emails can be forwarded through an inbound-email service to your lead door, where ECHOPS reads the name, phone, email and project. There’s no sync with a Houzz Pro account. If you’re weighing the two, see Houzz Pro alternatives.

Does ECHOPS connect to QuickBooks?

Yes, QuickBooks Online (not Desktop), on every plan. An owner or admin connects it from Accounting → QuickBooks, checks the mapping and picks a start date. From then on, clients, jobs, invoices, payments and job costs go across within minutes, and a payment recorded in QuickBooks marks its invoice paid in ECHOPS. Reports still download as CSV, and owners and admins can export leads, contacts, deals, quotes and appointments from Settings at any time.

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