Connect your stack
Operating connects to the tools you already use: your CRM, HR system, time-tracking tool, and more, so data flows in automatically instead of being entered twice. Connect during setup or at any time; each connector below links to its full setup guide in Integrations & API.
Written By Lauri Eurén
Last updated 14 days ago
CRM — plan deals before they close
Each CRM connector imports your deals and creates a linked Project in tentative status for each, so you can plan resources before a deal is won.
Salesforce CRM — imports Salesforce Opportunities.
HubSpot CRM — imports HubSpot deals.
Pipedrive CRM — imports Pipedrive deals.
HR
HiBob HR — syncs your people from HiBob into Operating, so you manage employees in one place.
Time tracking
Harvest time tracking — imports clients, projects, people, and tracked time from Harvest.
Skills and profiles
Flowcase — imports people and their skills from Flowcase.
Accounting
Operating is adding out-of-the-box accounting integrations. On the Integrations page they appear under Accounting:
Xero — prepares invoice and payment sync for each Operating company.
QuickBooks Online — prepares invoice and payment sync for each Operating company.
Contact us if you’d like to use our new out-of-the-box accounting integrations.
For developers
REST API — build your own integration against Operating's open REST API.
AI chat (LLM) via MCP — connect an AI assistant such as Claude, ChatGPT, or Gemini to Operating.
Related articles
Step-by-step Operating setup guide (start here) — connecting your stack is one of the setup steps.