Skip to content
Proton
Integrations

Stop searching system by system for an answer

Stock is in the ERP, pricing in a spreadsheet, the last conversation in someone’s inbox. Proton brings it all together for your people and AI agents. Our engineers handle the connections, or your team can self-serve.

Bring your systems together and get on with the work

Proton connects your ERP, email, shared files, phone system, and more. Teams see order history, pricing, and stock in one place, with emails and calls kept on the account. AI agents work to the rules you set.

We’ve never met an ERP we couldn’t integrate with

One ERP or several? We support it all, legacy systems and acquisitions included. Our in-house engineers build and maintain the connections, and your ERPs stay the systems of record. See it at Purity Life.

  • Epicor P21
  • Epicor Eclipse
  • Infor SX.e
  • NetSuite
  • + any ERP

Stop passing questions from one department to another

A few of the tools Proton connects to, by the job they do.

  • Email & calendar

    • Gmail
    • Outlook
    • Google Calendarand more

    Emails and meetings log to the customer record, so anyone can see the conversation.

  • Teamwork

    • Microsoft Teams
    • Jira
    • Google Tasksand more

    Keep a customer request from getting lost between a chat thread and a ticket.

  • Phone systems

    • RingCentral
    • Five9and more

    RingCentral calls log to the customer’s account, and reps dial a contact with Five9 click-to-dial.

  • Marketing tools

    • Mailchimp
    • Klaviyoand more

    Sync contacts and leads both ways, send call notes out, and see campaign engagement before a call.

  • Industry data

    • AHRI Directoryand more

    Pronto looks up certified HVAC equipment in the AHRI Directory, so reps never leave Proton.

  • Accounting & finance

    • QuickBooksand more

    See credit limits and open balances in Proton, without asking accounting.

  • Files & knowledge

    • Google Drive
    • Google Sheets
    • Google Slides
    • OneDrive
    • SharePoint
    • Confluenceand more

    Bring pricing sheets, rebate schedules, decks and wiki pages into Proton, so anyone can find the answer.

  • Something else?

    Bring us the workflow behind an internal or older system, and we’ll scope the connection with you.

    Tell us what you use 

Know how your data is protected and who can act on it

Our Trust Center has the SOC 2 Type II report, security controls, and subprocessors. Our team will walk you through AI providers, data use, access, and ERP write-back.

Read the security overview 
SOC 2 Type II, AICPA SOCGDPR CompliantCCPA Ready
  • SOC 2 Type II

    Request the independent audit report in our Trust Center, and review the controls and period it covers.

  • Encryption

    Customer data is encrypted at rest and in transit.

  • Single sign-on

    Let your team sign in through your company identity provider.

  • Role-based access

    Work with our team to set the access reps, managers, and admins need in Proton.

  • Backups

    Daily backups support recovery. Review retention, recovery targets, and restore procedures with our team.

  • You control ERP write-back

    Proton writes to your ERP only through the write paths your team approves.

Frequently asked questions

Don't see your question? Let's talk through it live.

Book a call

Yes. Proton connects with any ERP. We’ve successfully integrated with 100% of the ERPs our customers have brought us, including legacy and customized systems.

Our in-house engineers handle the connection, map your data and get Proton working for your team. You keep the system that runs your business and give your people AI that can work with the data inside it.

Bring us the systems (we’ll work through the connections)

Our implementation team works through data mappings, refresh schedules, and write paths with your IT lead. Customer success gets your people using the workflows; forward-deployed engineers build the complex ones.

A 30-minute call with someone who speaks fluent distribution. No scripts, no pressure.