Integrations

Works with the tools you already run on

Ally connects directly to your HR, CRM and accounting systems, so employee records, customer accounts and invoices keep themselves in sync — no exports, no rekeying, no stale spreadsheets.

Connects with

HR systems

Your people data, always current

Connect your HR platform and your employee list looks after itself — new hires appear in Ally automatically, leavers are deactivated, and roles and departments stay mapped to the right surveillance requirements.

BambooHR

Connect BambooHR to keep your employee list continuously in sync — new hires appear automatically and leavers are deactivated.

Employee records syncOrganisation structureNew hires added automaticallyLeavers deactivatedRoles & departments mapped

BreatheHR

Connect Breathe HR to sync employee data, leave, and people information.

Employee records syncOrganisation structureNew hires added automaticallyLeavers deactivatedRoles & departments mapped

Zellis

Connect Zellis to sync employee and HR data with your workspace.

Employee records syncOrganisation structureNew hires added automaticallyLeavers deactivatedRoles & departments mapped

People HR

Connect People HR to sync employee records, performance, and HR data.

Employee records syncOrganisation structureNew hires added automaticallyLeavers deactivatedRoles & departments mapped

Workday

Connect Workday to sync workforce and HR data.

Employee records syncOrganisation structureNew hires added automaticallyLeavers deactivatedRoles & departments mapped
CRM systems

Your customers, matched to your clients

Connect your CRM and the accounts you sell to are linked straight to the clients you serve — customer data flows into Ally automatically, so sales and delivery always look at the same picture.

Salesforce

Connect Salesforce to keep CRM accounts linked to your clients and customer data in sync.

Accounts linked to clientsCustomer data in syncNo rekeying between systems

HubSpot

Connect HubSpot to sync companies, contacts, and deal data with your workspace.

Accounts linked to clientsCustomer data in syncNo rekeying between systems

Pipedrive

Connect Pipedrive to sync organisations, people, and pipeline data with your workspace.

Accounts linked to clientsCustomer data in syncNo rekeying between systems
Accounting & finance

Billing that keeps pace with delivery

Connect your accounting system and the invoices Ally drafts flow straight into your ledger — contacts, bills and financial data stay in step without anyone retyping them.

Microsoft Dynamics 365

Sync vendors, purchasing and financial data from Microsoft Dynamics 365.

Customer managementQuotes syncedInvoices synced

Sage

Connect Sage to sync invoices, accounts, and financial data with your workspace.

Customer managementQuotes syncedInvoices synced

Xero

Connect Xero to sync invoices, bills and contacts with your workspace.

Customer managementQuotes syncedInvoices synced
Video conferencing

Remote appointments, on whichever platform suits

Connect Zoom, Google Meet or Microsoft Teams and every remote appointment gets its join link automatically — created when the booking is made and sent with the confirmation. Clients can bring their own account, or skip the setup entirely with Ally's built-in video experience.

Zoom

Host remote appointments on Zoom — join links are generated automatically when a remote appointment is booked.

Join links generated at bookingSent with the confirmation emailYour account or your client's

Google Meet

Host remote appointments on Google Meet — meetings are created on the connected Google Calendar with a Meet link attached.

Join links generated at bookingSent with the confirmation emailYour account or your client's

Microsoft Teams

Host remote appointments on Microsoft Teams — meetings are organised by the connected Microsoft 365 account.

Join links generated at bookingSent with the confirmation emailYour account or your client's
Data

Your data, in your warehouse

Connect Power BI and the occupational health records Ally holds stream straight into your own data warehouse — so reporting and analytics stay current without anyone exporting a spreadsheet.

Power BI

Connect Power BI to stream occupational health records into your own data warehouse — keeping reporting and analytics continuously in sync without manual exports.

Records streamed to your warehouseAnalytics stay currentNo manual extracts
How it works

Connected in minutes, in sync for good

01

Authorise in minutes

Connect with the credentials you already have — a guided, secure authorisation flow with no IT project and nothing to install.

02

Data syncs continuously

Employees, customer accounts and invoices flow into Ally automatically and stay current — no CSV exports, no out-of-date spreadsheets.

03

Scoped and secure

Each connection is scoped to exactly the data it needs, encrypted in transit, and can be disconnected by your team at any time.

Don't see your system? Just ask.

Our integration platform supports hundreds of HR, CRM and accounting tools — if yours isn't listed, we can usually connect it during onboarding.

Demo Ally

See Ally in action

Book a demo to see how Ally supports more efficient workflows, clearer insights, and reduced manual workload.