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CRM-015

Integrations

Connect Google, Microsoft, and third-party apps to sync data with Ambivo CRM

Application:All
Who is this for:Administrators and users who want to connect external services to Ambivo

Ambivo integrates with popular business tools so you can sync your calendar, email, files, payments, and accounting data without manual data entry. This guide covers all available integrations and how to set them up.

What Are Integrations?

Integrations connect Ambivo to external services, allowing data to flow between them automatically. Instead of copying information between tools, integrations keep everything synchronized.

Getting There

  • Personal integrations (calendar, email, drive, access tokens): Go to Account Settings > Integrations
  • Organization-wide integrations (payments, accounting): Go to Settings > Integrations (admin access required)

Google Workspace

Google Calendar

Sync your Google Calendar with Ambivo to see all events in one place.

  • Go to Account Settings > Integrations
  • Click Connect Google Calendar
  • Sign in with your Google account
  • Grant calendar permissions
  • Select which calendars to sync
  • Events flow both ways — events created in either place appear in both

Gmail

Connect your Gmail inbox to manage email directly from Ambivo.

  • Go to Account Settings > Integrations (or connect from the Emails section)
  • Click Connect Gmail
  • Sign in and grant email permissions
  • Your inbox syncs into the Emails module

Google Drive

Access your Google Drive files from within Ambivo's file manager.

  • Go to Account Settings > Integrations
  • Click Connect Google Drive
  • Sign in and grant file access permissions
  • Your Drive files appear in the Files module

Microsoft 365

Outlook Calendar

  • Go to Account Settings > Integrations
  • Click Connect Microsoft Outlook
  • Sign in with your Microsoft account
  • Grant calendar permissions
  • Select which calendars to sync

Outlook Email

  • Go to Account Settings > Integrations
  • Click Connect Microsoft Email
  • Sign in and grant email permissions
  • Your inbox syncs into the Emails module

OneDrive

  • Go to Account Settings > Integrations
  • Click Connect OneDrive
  • Sign in and grant file access permissions
  • Your OneDrive files appear in the Files module

Stripe (Payments)

Stripe integration enables online payment processing so your customers can pay invoices with credit cards and other payment methods.

Setup (Administrator)

  • Go to Settings > Integrations (or Settings > Billing)
  • Click Connect Stripe
  • Follow the Stripe authorization flow
  • Once connected, online payment links are automatically included in invoices

How It Works

  • Invoices sent to customers include a Pay Now link
  • Customers click the link and pay through a secure Stripe-hosted page
  • Payments are recorded automatically in Ambivo
  • Subscription billing can be automated through Stripe

PayPal (Payments)

PayPal integration provides an additional online payment option so customers can pay invoices through PayPal.

Setup (Administrator)

  • Go to Settings > Integrations
  • Find the PayPal card and connect your PayPal account
  • Once connected, PayPal can be offered as a payment method on invoices

Stripe Financial Connections (Bank Accounts)

In addition to payment processing, Stripe Financial Connections lets you link bank accounts for balance inquiries and transaction viewing.

  • Your administrator enables Stripe Financial Connections
  • From your account or billing area, click Connect Bank Account
  • Follow the secure Stripe authorization flow to link your bank
  • Once connected, you can view linked bank account details, check balances, review recent transactions, and verify account ownership

Wise (International Payments)

Wise integration enables international vendor payments with competitive exchange rates and low fees.

Setup (Administrator)

  • Go to Settings > Billing
  • Configure Wise payout settings (such as the hold period before transfers are released)
  • Once configured, vendor bills can be paid through Wise

How It Works

  • Pay vendor bills directly through Wise from within Ambivo
  • The bill must be in Pending status before a Wise payment can be initiated
  • Track payment status and delivery estimates within the bill record
  • Payments are recorded automatically once completed

QuickBooks (Accounting)

Connect QuickBooks to sync your financial data between Ambivo and your accounting software.

Setup (Administrator)

  • Go to Settings > Integrations
  • Click Connect QuickBooks
  • Sign in with your Intuit account
  • Authorize the connection
  • Configure sync settings (which records to sync)

What Syncs

  • Customers — Contacts and accounts sync with QuickBooks customers
  • Invoices — Invoices created in Ambivo can sync to QuickBooks
  • Payments — Payment records sync between systems

Spark (Property Management)

For property-management and apartment-locator businesses, Ambivo can integrate with Spark to bring property data into the platform.

  • Go to Settings > Integrations
  • Find the SparkAPT card and enter your Spark credentials
  • Once connected, property data flows into Ambivo

Integration Keys (Personal Access Tokens)

Integration keys — called access tokens (also known as personal access tokens or API tokens) — let you connect Ambivo to third-party automation and integration tools such as Zapier, Make (Integromat), or any custom script that can call a REST API. Instead of a username and password, these tools authenticate to Ambivo using a secure token.

An access token is a bearer token: the third-party tool sends it in the request Authorization header with a Bearer prefix.

Where to Find Them

Go to Account Settings > Integrations (https://account.ambivo.com/integrations) and scroll to the Access tokens card. This is where you create, copy, and revoke your tokens. Access tokens are personal — each token acts on behalf of the user who created it and can never grant more permission than that user already has.

Generating an Integration Key

  1. 1

    Open access tokens

    Go to Account Settings > Integrations. In the Access tokens card, click Add token.

  2. 2

    Choose permissions

    Choose a template (e.g., My Full Access or CRM Access Token) or Custom permissions. Fill in Title, Expires In (default 1 year, max 10 years), and confirm permissions.

  3. 3

    Create and copy

    Click Create. Copy the token and store it somewhere safe — treat it like a password.

Using Your Integration Key

Provide the copied token to your third-party tool as a bearer token in the request authorization header: Authorization: Bearer <your-token>. For the list of available endpoints and request formats, see the Ambivo API documentation at https://docs.ambivo.com/ambivo-openapi/getting-started.

Revoking a Key

If a token is no longer needed or may have been exposed, find it in the Access tokens list and click the delete (trash) icon. The token stops working immediately. Tokens also stop working automatically once they pass their expiration date.

Managing Integrations

Checking Connection Status

  • Go to Account Settings > Integrations (personal) or Settings > Integrations (admin)
  • Each integration shows its status: Connected, Disconnected, or Error

Reconnecting

  1. 1

    Reconnect

    If an integration shows an error or stops syncing, click Reconnect next to the integration and re-authenticate with the external service.

Disconnecting

  • Find the integration you want to remove
  • Click Disconnect and confirm the action
  • Data already synced remains in Ambivo, but future changes will not be synchronized

Common Questions

How do I generate an integration key to connect with Zapier?

Generate a personal access token and use it as the authentication credential in Zapier. Go to Account Settings > Integrations, open the Access tokens card, click Add token, set a title (e.g., "Zapier"), an expiration, and the permissions the integration needs, then click Create and copy the token. In Zapier, add the token as Authorization: Bearer <your-token>. See Integration Keys above and the API documentation for available endpoints.

Do integrations cost extra?

Basic integrations (Google, Microsoft) are included with most plans. Some premium integrations may require a higher-tier subscription.

Can I connect multiple Google accounts?

Each user connects their own personal Google account. Different team members can connect different accounts.

What happens to my data if I disconnect an integration?

Records that were already synced into Ambivo remain. New changes in the external service will no longer be reflected.

Is my data secure when using integrations?

Yes. Ambivo uses secure authentication (OAuth) for all integrations. Your credentials are never stored — only secure access tokens are used.

Can I control what data syncs?

Most integrations allow you to configure sync settings, such as which calendars to sync or which record types to include.

Tips and Best Practices

  • Connect your personal integrations (calendar, email, drive) during your first-day setup
  • Administrators should connect organization-wide integrations (Stripe, QuickBooks) early in the onboarding process
  • Review integration statuses periodically — if a connection breaks, fix it promptly to avoid missed data
  • Use calendar sync to prevent double-booking and keep your schedule unified
  • Connect your email to automatically track all customer communication in the CRM

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