Connected Tools (formerly called Integrations) allow you to connect external platforms directly into TalleFlow.
These integrations help centralize communication, scheduling, designs, event planning, creative workflows, and collaboration inside one connected system.
Connected Tools are configured at the business level, meaning connected platforms can be shared across your business account instead of being tied to a single user.
To manage Connected Tools, navigate to:
Business Settings → Connected Tools
⚙️ Accessing Connected Tools
Open the Business Switcher from the top navigation bar
Select your active business
Hover over your business name
Click the gear icon ⚙️
Open Connected Tools
From here, admins and permitted team members can connect, manage, or disconnect supported platforms.
🌐 Google Workspace
Connect your Google Workspace account to streamline communication and scheduling workflows.
With Google Workspace connected, you can:
Send emails directly from your Google Workspace address inside TalleFlow
Keep communication tied to contacts and projects
Calendar
Sync Google Calendar events with TalleFlow
Automatically push meetings created in TalleFlow to Google Calendar
Google Meet
Automatically generate Google Meet links when creating meetings
Businesses can also configure sharing permissions and allow team members to connect their own accounts.
🪟 Microsoft 365
Connect your Microsoft 365 or Outlook account to manage communication and scheduling workflows inside TalleFlow.
With Microsoft 365 connected, you can:
send emails through Outlook
sync calendar events
create Teams meeting links for meetings and appointments
Only one primary email provider can be connected at a time.
🎥 Zoom
Connect Zoom to streamline virtual meetings and project coordination.
With Zoom connected, TalleFlow can:
automatically generate Zoom meeting links
include join links in calendar invites
connect meetings directly to projects and schedules
Businesses can also allow team members to connect their own Zoom accounts.
🎨 Canva
With Canva connected, you can:
view Canva designs directly inside projects
connect designs to project workflows
organize creative assets without leaving TalleFlow
This helps creative teams centralize branding, event graphics, proposals, and client-facing visuals directly inside the CRM.
🖼️ Photo Booth Templates
TalleFlow integrates with Photo Booth Templates to help photo booth businesses manage overlays, welcome screens, and print layouts directly inside their workflows.
Once activated, you can:
browse the Photo Booth Templates marketplace inside TalleFlow
search for overlays and event graphics
attach templates directly to projects
organize design options within project workspaces
Activate Photo Booth Templates
To enable the integration:
Open Business Settings
Navigate to Connected Tools
Activate Photo Booth Templates
Browse Templates
To view the full marketplace:
Navigate to Offerings
Open Templates
From here, you can browse and search available overlays, layouts, and event graphics.
Attach Templates to a Project
To connect templates to a project:
Open a Project Dashboard
Navigate to the Designs tab
Open Templates
Browse and attach templates directly to the project
Attached templates become part of the project workspace and stay connected to the event workflow.
Client Portal Access
Once templates are attached to a project, clients can view them directly inside the client portal under the project’s Designs tab.
This allows clients to:
review attached template options
stay aligned on branding and event visuals
collaborate around approved designs
As TalleFlow continues evolving into a collaborative project workspace platform, project-based creative assets and visibility controls will continue expanding across the client and collaborator experience.
🏗️ Prismm
If your business uses Prismm for event floorplans, TalleFlow helps keep layouts and projects connected.
With Prismm connected, you can:
access floorplans inside project dashboards
manage venue layouts alongside project details
centralize planning assets for your team and clients
👥 Connecteam
Connect Connecteam to help coordinate staffing and team workflows inside TalleFlow.
With Connecteam connected, businesses can:
view team rosters
streamline scheduling workflows
prepare staffing coordination tied to projects and events
📱 Quo (OpenPhone)
Connect OpenPhone through Quo to manage business texting workflows inside TalleFlow.
With Quo connected, you can:
send text messages to contacts and project participants
communicate from your business phone number
securely manage communication credentials at the business level
🔵 Snappic (Coming Soon)
The upcoming Snappic integration will help photo booth businesses connect booth experiences directly into project workflows.
Planned capabilities include:
connecting Snappic events to projects
attaching galleries to client portals
centralizing booth-related assets inside project workspaces
🔐 Permissions & Access
Connected Tools are managed at the business level.
Only admins or users with the appropriate permissions can:
connect tools
disconnect tools
manage shared integration settings
Some integrations also support allowing team members to connect their own accounts while still remaining connected to the same business workspace.
🚀 Why Connected Tools Matter
TalleFlow is designed to go beyond traditional CRM workflows.
Instead of forcing businesses to juggle disconnected platforms, Connected Tools help bring communication, scheduling, designs, assets, and collaboration into one centralized workspace experience.
This helps creative businesses spend less time managing scattered workflows and more time delivering great client experiences.