Rosie

Connect your CRM so every call, text, and chat Rosie handles gets logged on the right customer automatically.

CRM Integrations

Integrating with Zapier

How to connect HubSpot so every call Rosie answers is logged on the right contact automatically.

CRM | HubSpot Integration

How to connect Jobber so every call Rosie answers is logged on the right client automatically.

CRM | Jobber Integration

How to connect Housecall Pro so every call Rosie answers lands in your Job Inbox automatically.

CRM | Housecall Pro Integration

How to connect ServiceM8 so every call Rosie answers is logged in the right client's diary automatically.

CRM | ServiceM8 Integration

How to connect Pipedrive so every call Rosie answers is logged on the right person automatically.

CRM | Pipedrive Integration

How to connect GoHighLevel so every call Rosie answers is logged on the right contact automatically.

CRM | GoHighLevel Integration

How to connect JobNimbus so every call Rosie answers is logged on the right contact automatically.

CRM | JobNimbus Integration

How to connect JobTread so every call Rosie answers is logged on the right account automatically.

CRM | JobTread Integration

How to connect Kickserv so every call Rosie answers is logged on the right customer automatically.

CRM | Kickserv Integration

How to connect Zoho CRM so every call Rosie answers is logged on the right contact automatically.

CRM | Zoho CRM Integration

How to connect Zoho Bigin so every call Rosie answers is logged on the right contact automatically.

CRM | Zoho Bigin Integration

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CRM & Automation

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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