Integrating with Popular CRM Systems

Our software offers seamless integrations with many of the leading Customer Relationship Management (CRM) systems to help streamline your workflows and keep customer data in sync.

Supported CRM Integrations

We currently offer pre-built integrations with the following popular CRM platforms:

• Salesforce
• HubSpot
• Microsoft Dynamics 365
• Zoho CRM
• Pipedrive

These integrations allow you to automatically sync customer data, leads, deals, and more between our software and your CRM.

Setting Up the Integration

To connect your CRM system with our software, follow these general steps:

1. Log into your account on our platform
2. Navigate to the "Integrations" or "Apps" section
3. Select your CRM system from the available options
4. Click "Connect" and authorize the integration
5. Map the appropriate data fields to sync between systems
6. Choose your sync frequency and settings
7. Save and activate the integration

For detailed, step-by-step guides on setting up each specific CRM integration, please refer to our Integrations Documentation.

Integration Use Cases

With a CRM integration enabled, you can automate tasks like:

• Syncing new leads from our software to your CRM for sales follow-up
• Updating customer information bidirectionally to keep records current
• Triggering workflows or email campaigns based on actions in either system
• Generating reports that combine data from our software and your CRM

Integrating your CRM with our platform saves time on data entry, reduces errors, and provides a more comprehensive view of your customer interactions.

Custom CRM Integrations

Don't see your CRM system listed? We may still be able to integrate with your platform. Our API allows for custom integrations with nearly any system.

To inquire about a custom CRM integration, please contact our sales team with details about your CRM and use case. We'll be happy to discuss options!