Portico works with the tools
you already use.
Your CRM, calendar, and industry software stay exactly where they are. Portico plugs in on top — answering every call and pushing bookings, leads, and notes into the systems your team already lives in.
One receptionist, wired into everything.
Portico is not another tool to babysit. It sits in front of your phone line and quietly keeps your existing software up to date, so a call answered at 2 a.m. shows up in your CRM and on your calendar by the time you wake up.
Integrations that actually do the work.
A logo on a page is easy. What matters is what happens on the call — whether Portico can read your data, act on it, and write the result back without a human in the loop. Here is what every Portico integration is built to do.
Native connections
Direct API connections to the platforms you rely on — not fragile screen-scraping that breaks the moment a vendor ships an update.
Two-way sync
Portico reads live data to answer questions accurately, then writes callers, notes, and outcomes back so your records are never stale.
Real-time actions
Bookings land on the calendar, leads hit the pipeline, and alerts post to Slack while the caller is still on the line — not hours later.
Secure by design
Scoped, revocable access with encryption in transit and at rest. Portico only touches the data it needs to serve your callers.
Every call updates your systems automatically.
You spent years setting up your CRM, your calendars, and your workflows. Portico respects all of it. Instead of asking your team to copy information between tabs after every call, Portico does it in the moment — accurately, every time, with a full transcript and summary attached.
- Look up caller history and availability before answering
- Create and update contacts, deals, tickets, and appointments
- Post summaries and urgent alerts to the channels you already watch
- Trigger any downstream automation the instant a call ends
Find your software.
Browse the platforms Portico connects to today, grouped by category. New integrations ship regularly, and anything with a public API is fair game.
CRM
Create and update contacts, log every call, and push new leads into the right pipeline stage.
Sync callers, activities, and outcomes to Leads, Contacts, and Opportunities automatically.
Drop new leads and booked appointments straight into the correct sub-account and pipeline.
Add and enrich Zoho records with call notes and next steps after every conversation.
Turn inbound calls into deals with the caller, notes, and disposition already attached.
Route new buyer and seller leads to the right agent and start the follow-up sequence instantly.
Register new prospects, tag lead sources, and trigger smart campaigns from the moment they call.
Scheduling
Check live availability, book, and reschedule appointments during the call — no double-booking.
Schedule directly into your team's Outlook and Microsoft 365 calendars in real time.
Hand callers to the correct event type and confirm the slot before they hang up.
Property Management
Pull unit, tenant, and lease context so Portico answers questions with the right details on hand.
Open maintenance requests and capture leasing leads without your office lifting a finger.
Log work orders, note tenant issues, and record prospect inquiries against the correct property.
Surface resident and property information and route requests to the right on-site team.
Dental
Book new and returning patients and answer scheduling questions using live provider availability.
Collect new-patient details, schedule visits, and flag urgent calls for your front desk.
Medical
Book, reschedule, and manage patient appointments and capture intake details automatically.
Schedule sessions, take new-client information, and route clinical urgency to your staff.
Legal
Run structured new-client intake straight into Clio and book the consultation on the call.
Attach call notes to the right matter and route qualified leads to the correct attorney.
Automation
Connect Portico to 6,000+ apps and trigger any downstream workflow with no code.
Build multi-step automations that fire the instant a call ends or a lead is captured.
Append every call, caller, and outcome to a live sheet for tracking and reporting.
Stream call events and structured data to any endpoint in real time for custom builds.
Communication
Post call summaries, booked appointments, and urgent alerts to the channels your team watches.
Notify the right team and hand off escalations without leaving Teams.
Send confirmations, follow-ups, and recaps from your own domain automatically.
Bring your own numbers and telephony, or port your existing lines with zero disruption.
Don't see your software?
If it has a public API, we can likely integrate it. Tell us what you run and we will confirm the fit and scope it with you.
Pick your industry, keep your tools.
Portico is tuned for the businesses that live and die by the phone. Whichever category you are in, it connects to the software that runs your day.
Property & real estate
Answer tenant and prospect calls, log maintenance in AppFolio, Buildium, DoorLoop, or Yardi, and route new buyers into Follow Up Boss and kvCORE.
Dental & medical
Book patients against live availability in Dentrix, Open Dental, Jane, and SimplePractice while triaging anything clinical to your front desk.
Legal & professional
Run structured intake into Clio and MyCase, qualify leads, and book consultations before the caller tries the next firm on their list.
Most connections take a few minutes. You authorize Portico from within your CRM or calendar, choose what it should read and write, and it starts syncing on the next call. Deeper, custom setups are scoped during onboarding.
Where to go next.
See how Portico answers, routes, and adapts to your industry.
Connect Portico to your stack today.
Start a free trial and watch every call show up in the tools you already use.