How it works

Integrations

Connect your useful tools and services to Kinabase

Streamline your workflows and boost productivity by integrating Kinabase with your business systems. From Microsoft 365, to our developer API, ensure you have one source of truth for all your data.

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Integrations let you do more by connecting Kinabase to your other systems.

It is easy to connect Kinabase to your existing tools and services, so you can work more efficiently and get more done.

With Microsoft integrations, including Entra ID (Azure AD SSO), Outlook and SharePoint, you can ensure your data is always in sync and you have one source of truth.

    Integrations enable you to...
  • Connect your Microsoft 365 ecosystem to Kinabase
  • Achieve a single source of truth for your data
  • Reduce IT overheads with single sign-on (SSO)
  • Automatically organise your SharePoint folder structure
  • Add activities directly from Outlook
  • Build custom integrations using the developer API
Powerful integrations

Seamlessly integrate with Microsoft 365

Connect your Microsoft ecosystem to Kinabase, with integrations with Outlook, SharePoint and more. Ensure your data is always up-to-date, and your team can access the information they need, when they need it.

Sync your users from Microsoft 365 to Kinabase, to:

  • Allow your team to access Kinabase with their Microsoft accounts
  • Pull through user contact information and job titles
  • Synchronise your organisation hierarchy, including management structure
  • Save your users from remembering yet another password, and reduce IT overheads with single sign-on (SSO)

Email Integration

Update your records directly from your inbox

The Outlook integration intelligently recognises when an email is from a contact in Kinabase, and suggests creating new companies and contacts to save you time.

Log emails directly to your Kinabase activity timeline, and ensure your team has the full picture of your interactions with clients and prospects. And if you've been busy, Kinabase makes it easy to add multiple email activities in one go.

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Folder organisation

Keep your folder structure tidy, automatically

Your SharePoint files and folders can be automatically kept in sync with your Kinabase records, so you can ensure your team has access to the files they need, when they need them.

Keep your data organised, secure, and fully under the control of your IT team.

How it works
  1. Connect a new SharePoint document library to Kinabase.
  2. Kinabase will automatically create new folders for your companies, contacts and other collections in SharePoint.
  3. Your team can then collaborate on documents and link these to Kinabase records, simply by saving files to the right folder in SharePoint.
  4. And to save time, you can open files in your desktop Word, Excel and PowerPoint apps directly from Kinabase, without needing to download anything or hunt through your folders.
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Phone Systems

Dial out from your CRM, and log calls directly to your activity feed

With the phone system integration, you can make calls directly from Kinabase, and log the call to your activity feed to keep your team in the loop.

Kinabase supports a range of phone systems, and plays nicely with your existing setup. Or connect to your Yestech phone system, to direct dial a number on your handset.

View all updates

Latest updates from the Kinabase team

Feature Update
Synchronise your organisation structure from Microsoft 365
Synchronise your organisation structure from Microsoft 365

12 Apr 2024

Synchronise your organisation structure from Microsoft 365

From job titles to managers, ensure Kinabase is up-to-date with your organisation's structure by syncing data from Microsoft 365.

Feature Update
Manage HR information more effectively for your team
Manage HR information more effectively for your team

12 Apr 2024

Manage HR information more effectively for your team

Add custom fields to colleagues in Kinabase to store additional information such as location, salary, role, and more.

Feature Update
Dial phone numbers directly to your YesTech phone system
Dial phone numbers directly to your YesTech phone system

08 Mar 2024

Dial phone numbers directly to your YesTech phone system

Connect your YesTech phone system to Kinabase and click-to-dial phone numbers from your records.