UnifiedVU Microsoft Applications and Workflows

Bringing data and functionality from all your business software on to one screen to help you get the best out of Microsoft.

Pipedrive
Capsule CRM
Salesforce
Sugar CRM
Mailchimp
Sage One
Xero
Quickbooks

Some of Microsoft OneDrive Applications

Your opportunity to help contribute to growth of your organisation

Microsoft OneDrive with Pipedrive

Microsoft OneDrive with Pipedrive

When a customer is selected in Pipedrive, Microsoft OneDrive displays related files.

Microsoft OneDrive Xero Integration

Microsoft OneDrive with Xero

When an Invoice or Bill is selected in Xero, Microsoft OneDrive displays related files.

Microsoft OneDrive Daily Jobs and Workflows

How Microsoft OneDrive interacts with your software and data sources on UnifiedVU

Microsoft OneDrive App
Action/Response

Displays related Invoices

Select Invoice

Displays related Invoices

Displays related Invoices

Select Invoice

Select Invoice

Select Invoice

Displays related Invoices

Select Invoice

Displays related Invoices

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Displays related Invoices

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Select Invoice

App
Read with 3rd column

CapsuleCRM Contacts

CapsuleCRM Contacts

CapsuleCRM List

Pipedrive Contacts

Pipedrive Contacts

Pipedrive Sales Opportunities

Salesforce Contacts

Salesforce Contacts

SugarCRM Contacts

SugarCRM Contacts

Google Drive

Microsoft OneDrive

Dropbox

MailChimp Contacts

MailChimp Campaigns

Zendesk

Trello Cards with any App

Companies House

Google Maps

FullContact

edocr

Google Mail

App
Action/Response

Select Contact or Compay

Show Contact & Company details

Select Contact or Company

Select Contact or Company

Show Contact & Company details

Show related Sales Deals

Show Contact & Company details

Select Contact or Company

Show Contact & Company details

Select Contact or Company

Show related Files

Show related Files

Show related Files

Show Campaign Responses

Select Contact on Campaign

Show related Tickets

Show related Cards

Show related Company Records

Show related Location

Show related Social Profiles

Show shared Documents

Show related Emails

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  • 1. Names of cloud, on-premise and legacy software you use.
  • 2. Explain any specific problems you have which you think UnifiedVU Platform can solve.
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