> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/ai-workbench-qore/console/integrations-hub/crm-and-marketing.md).
# CRM & Marketing
Connect your account to customer relationship management platforms, e-commerce services, customer support tools, and marketing systems.
{% hint style="info" %}
Start in [Integrations Hub](/ai-workbench-qore/console/integrations-hub.md) and review [Connect Methods](/ai-workbench-qore/console/integrations-hub/connect-methods.md) before setup.
{% endhint %}
Browse other categories: [AI and Utilities](/ai-workbench-qore/console/integrations-hub/ai-and-utilities.md), [Banking and Finance](/ai-workbench-qore/console/integrations-hub/banking-and-finance.md), [Compliance and Analytics](/ai-workbench-qore/console/integrations-hub/compliance-and-analytics.md), and [Productivity and Collaboration](/ai-workbench-qore/console/integrations-hub/productivity-and-collaboration.md).
### Platform-native
| Integration | Description | Available in | Connect |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------- | ---------------------------------------- |
| Apollo.io | B2B sales intelligence — search prospects, enrich contact data, manage outreach sequences, track email engagement, sync CRM contacts, and build lead lists. | App Builder, Agent Builder | Connect |
| HubSpot | Manage contacts, companies, deals, engagements, tickets, and marketing workflows in HubSpot CRM. | App Builder, Agent Builder | Connect |
| Microsoft Dynamics 365 | Access customer accounts, contacts, leads, opportunities, and cases in Microsoft Dynamics 365 using OAuth 2.0. | App Builder, Agent Builder | Connect |
| Redtail CRM | Read data from Redtail CRM. | App Builder, Agent Builder | Connect (sandbox; production on request) |
| Salesforce | Manage Accounts, Contacts, Opportunities, and Tasks, query records with SOQL, and access reports. | App Builder, Agent Builder | Connect |
| Wealthbox CRM | Connect and manage data using Wealthbox CRM OAuth 2.0. | App Builder, Agent Builder | Connect |
Use cases
| Integration | In App Builder | In Agent Builder |
| ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Apollo.io | Build a lead generation and enrichment tool for sales teams.; Create a prospecting dashboard tied to outbound campaigns. | AI agent that finds and qualifies leads matching an ICP.; AI assistant that drafts personalized outreach based on enriched data. |
| HubSpot | Build CRM dashboards and pipeline trackers.; Create lead capture and nurturing applications. | AI sales assistant that summarizes deal health.; AI support agent that prioritizes customer tickets. |
| Microsoft Dynamics 365 | Build customer relationship management dashboards with real-time Dynamics 365 data; Create sales performance and pipeline tracking applications; Develop service management portals for case tracking and customer support operations; Automate lead management, onboarding, and account servicing workflows | Build AI sales assistants that retrieve customer context and recommend next best actions; Create agents that update leads, opportunities, activities, and customer records automatically; Enable customer support agents that access account information and case history in real time; Deploy relationship management agents that summarize customer interactions and identify follow-up opportunities |
| Salesforce | Build enterprise sales dashboards.; Create customer onboarding and workflow tools. | AI sales agent that predicts pipeline risks.; AI assistant that summarizes customer interactions. |
### Marketing & CRM
| Integration | Description | Available in | Connect |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------------------- | -------------------------- | ----------------------------------- |
| ActiveCampaign | Marketing automation and CRM platform providing email marketing, automation workflows, and customer experience tools. | — | Connect via UDG (not yet available) |
| Agile CRM | All-in-one CRM offering sales tracking, marketing automation, and customer service tools for small to medium businesses. | App Builder, Agent Builder | Connect |
| Bill4Time | Time tracking and billing software designed for professional service firms to manage billing, invoicing, and project management. | — | Connect via UDG (not yet available) |
| Capsule | Simple and powerful CRM designed for small businesses, offering contact management, sales tracking, and task management. | — | Connect via UDG (not yet available) |
| Clio | Legal practice management software offering case management, time tracking, and billing tools for law firms. | — | Connect via UDG (not yet available) |
| Close | Sales engagement CRM designed to help sales teams close more deals with email automation, calling, and workflow tools. | — | Connect via UDG (not yet available) |
| Copper | CRM designed for G Suite users, offering seamless integration with Google Workspace for email, contacts, and calendar. | App Builder, Agent Builder | Connect |
| Follow Up Boss | Real estate CRM providing lead management, automation, and follow-up tools specifically for real estate agents and teams. | App Builder, Agent Builder | Connect |
| Freshsales | CRM and customer engagement platform offering sales automation, lead management, and analytics tools for businesses of all sizes. | App Builder, Agent Builder | Connect |
| Insightly | CRM and project management software designed for small to medium businesses to manage sales, projects, and customer relationships. | App Builder, Agent Builder | Connect |
| LionDesk | Real estate CRM providing lead management, marketing automation, and transaction management tools for real estate professionals. | — | Connect via UDG (not yet available) |
| Marquis | Marketing and CRM solutions tailored for financial institutions including campaign management and analytics. | — | Connect via UDG (not yet available) |
| Member Loyalty Group | Loyalty and rewards programs tailored for credit unions to drive member engagement and retention. | — | Connect via UDG (not yet available) |
| Pipedrive | Sales-focused CRM designed to help sales teams manage leads, track communications, and automate administrative tasks. | — | Connect via UDG (not yet available) |
| Streak | CRM built directly into Gmail, offering email tracking, mail merge, and pipeline management for small to medium businesses. | — | Connect via UDG (not yet available) |
| Teamgate | Sales CRM providing lead management, sales automation, and analytics tools to help sales teams close more deals. | — | Connect via UDG (not yet available) |
| Total Expert | Customer engagement platform for financial services with marketing automation and CRM capabilities. | — | Connect via UDG (not yet available) |
| vCita | Business management and CRM platform offering scheduling, invoicing, and client management tools for small businesses. | — | Connect via UDG (not yet available) |
| Vtiger | CRM offering sales, marketing, and help desk solutions with built-in automation and analytics tools for small to medium businesses. | — | Connect via UDG (not yet available) |
| Zoho CRM | Comprehensive CRM platform offering sales automation, marketing campaigns, and customer support tools for businesses of all sizes. | — | Connect via UDG (not yet available) |
***
### Marketing and outreach
Email marketing, document generation, and business-data tools for campaigns and outreach.
| Integration | Description | Available in | Connect |
| ------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------- | ------- |
| Mailchimp | Comprehensive marketing platform offering email marketing, automation, and audience management tools. | App Builder, Agent Builder | Connect |
| PandaDoc | Connect and manage document generation and e-signature workflows using PandaDoc OAuth 2.0. | App Builder, Agent Builder | Connect |
| Google Places | Search places, retrieve place details and photos, autocomplete addresses, geocode locations, and calculate distance/travel time via the Google Maps Platform. | App Builder, Agent Builder | Connect |
| GetResponse | Email marketing platform offering tools for email campaigns, automation, landing pages, and webinars. | App Builder, Agent Builder | Connect |
| HeyReach | LinkedIn outreach automation — create and launch multi-step campaigns, manage leads and lists, read and reply to the unified inbox, and track outreach analytics. | App Builder, Agent Builder | Connect |
| Instantly.ai | Cold email and outbound automation — create and launch multi-step campaigns, manage leads and sender accounts, monitor mailbox warmup, verify emails, and track campaign analytics. | App Builder, Agent Builder | Connect |
| Klaviyo | Marketing automation platform designed for e-commerce, providing email and SMS marketing solutions. | App Builder, Agent Builder | Connect |
| Omnisend | E-commerce marketing automation — read and manage contacts, browse abandoned carts, orders, products and categories, review email/SMS campaign performance, and trigger custom automation events. | App Builder, Agent Builder | Connect |
Use cases
| Integration | In App Builder | In Agent Builder |
| ------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Mailchimp | Build applications to manage audiences and subscribers; Create tools for managing and sending email campaigns; Develop dashboards to monitor campaign performance and reports; Synchronize customer data between your application and Mailchimp | Build AI agents that manage audiences and subscribers; Create agents that generate and send email campaigns; Enable agents to retrieve campaign reports and performance metrics; Automate audience management and campaign-related workflows |
| PandaDoc | Build a proposal and quote generation tool.; Create a contract management system with e-signature. | AI assistant that auto-generates proposals from deal data.; AI agent that follows up on pending signature requests. |
| Google Places | Build a location-based service finder or store locator.; Create an address autocomplete and validation tool. | AI agent that recommends nearby locations based on user context.; AI assistant that validates and geocodes addresses during onboarding. |
| HeyReach | Build a LinkedIn outreach command center that manages campaigns across multiple sender seats.; Create a lead-response triage dashboard with sentiment-tagged replies. | AI agent that drafts and sends personalized LinkedIn follow-ups based on reply sentiment.; AI assistant that auto-escalates warm leads to a sales rep via Slack/Teams when a reply is detected. |
| Instantly.ai | Build a cold email campaign manager with A/B testing and deliverability monitoring.; Create a unified outbound dashboard combining Instantly (email) and HeyReach (LinkedIn) performance. | AI agent that drafts and personalizes cold email sequences per lead segment.; AI assistant that classifies replies and auto-routes positive responses to a CRM or calendar booking flow. |
***
### Commerce
E-commerce platforms for managing products, orders, customers, and online storefronts.
| Integration | Description | Available in | Connect |
| ----------- | --------------------------------------------------------------------------------------------------------- | -------------------------- | ---------------------------------------- |
| Amazon | Global e-commerce marketplace offering a wide range of products, services, and marketplace opportunities. | — | Connect via UDG (not yet available) |
| Big Cartel | E-commerce platform tailored for artists and makers, offering simple online store setup and management. | App Builder, Agent Builder | Connect |
| BigCommerce | Robust e-commerce platform offering scalable solutions for businesses of all sizes. | App Builder, Agent Builder | Connect |
| Ebay | Global online marketplace connecting buyers and sellers across various product categories. | App Builder, Agent Builder | Connect (sandbox; production on request) |
| FastSpring | E-commerce platform specializing in digital goods and subscription management. | App Builder, Agent Builder | Connect |
| Shopify | Manage products, orders, customers, inventory, fulfillment, and store performance insights. | App Builder, Agent Builder | Connect |
| Squarespace | Website building and e-commerce platform offering customizable templates and integrated sales tools. | App Builder, Agent Builder | Connect |
| WooCommerce | Open-source e-commerce plugin for WordPress, enabling online store creation and management. | — | Connect via UDG (not yet available) |
Use cases
| Integration | In App Builder | In Agent Builder |
| ----------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Shopify | Build an ecommerce operations dashboard with orders, inventory, and sales performance.; Create a customer service portal for tracking orders, refunds, and fulfillment status. | AI agent that summarizes daily store performance and flags inventory risks.; AI assistant that answers customer order queries and recommends next actions. |
***
### Customer Support
Contact center platforms, virtual assistants, and customer service tools for managing support operations.
| Integration | Description | Available in | Connect |
| ----------- | --------------------------------------------------------------------------------------------------------------- | -------------------------- | ----------------------------------- |
| Zendesk | Manage customer support tickets, macros, SLAs, and help-center articles using Zendesk OAuth 2.0. | App Builder, Agent Builder | Connect |
| Five9 | Cloud contact center platform for inbound/outbound calling, IVR, and omnichannel customer engagement. | — | Connect via UDG (not yet available) |
| Genesys | Customer experience and contact center solutions including voice, digital channels, and workforce optimization. | — | Connect via UDG (not yet available) |
| Glia | Digital customer service platform combining chat, video, and co-browsing for financial institutions. | — | Connect via UDG (not yet available) |
| Kasisto | Conversational AI platform for banking with virtual assistants and intelligent member interactions. | — | Connect via UDG (not yet available) |
| NICE CXone | Cloud contact center and workforce engagement platform for customer service operations. | — | Connect via UDG (not yet available) |
| POPi/o | Video banking and virtual teller solutions for remote member service and account opening. | — | Connect via UDG (not yet available) |
| Posh | AI-powered virtual assistants and voice bots for banking contact centers and member support. | — | Connect via UDG (not yet available) |
Use cases
| Integration | In App Builder | In Agent Builder |
| ----------- | ---------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------- |
| Zendesk | Build a customer support console with ticket triage.; Create a self-service help center search tool. | AI agent that triages and routes incoming tickets.; AI assistant that drafts responses using knowledge base articles. |
### Advertising, social media and SEO
Ad platforms, social accounts, business listings, and search performance.
| Integration | Description | Available in | Connect |
| -------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ | -------------------------- | ------- |
| Facebook Ads | Advertising platform by Facebook offering targeted ads, audience insights, and campaign management tools. | App Builder, Agent Builder | Connect |
| Facebook for Business | Suite of tools for businesses to manage their presence, advertising, and customer interactions on Facebook. | App Builder, Agent Builder | Connect |
| Instagram for Business | Tools and features for businesses to market and engage with customers on Instagram. | App Builder, Agent Builder | Connect |
| Google Business Profile | Manage a business presence on Google Search and Maps — locations and business information, reviews and replies, posts, photos and performance metrics. | App Builder, Agent Builder | Connect |
| Semrush | SEO and competitive intelligence — keyword research, competitor analysis, backlink tracking, content gap, site audit, and rank tracking. | App Builder, Agent Builder | Connect |
| Windsor.ai Google Ads | Pull Google Ads campaign, quality, and bidding data and blend it with other sources via Windsor.ai. | App Builder, Agent Builder | Connect |
| Windsor.ai LinkedIn Ads | Pull LinkedIn Ads campaign and audience performance data and blend it with organic or web-analytics sources via Windsor.ai. | App Builder, Agent Builder | Connect |
| Windsor.ai LinkedIn Organic | Pull LinkedIn Company Page post and follower performance data and blend it with paid data via Windsor.ai. | App Builder, Agent Builder | Connect |
| Windsor.ai Google Search Console | Pull Google Search Console performance data and blend it with paid data via Windsor.ai. | App Builder, Agent Builder | Connect |
Use cases
| Integration | In App Builder | In Agent Builder |
| -------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Semrush | Build an SEO reporting dashboard for marketing teams.; Create a content planning tool driven by keyword gaps. | AI agent that flags ranking drops and suggests fixes.; AI assistant that drafts SEO-optimized content briefs from keyword data. |
| Windsor.ai Google Ads | Build a paid search performance dashboard with spend-to-conversion tracking.; Create a keyword-level bid and quality score monitoring tool. | AI agent that recommends budget reallocation across campaigns based on ROAS trends.; AI assistant that generates automated weekly/monthly paid search performance summaries. |
| Windsor.ai LinkedIn Ads | Build a B2B paid social performance dashboard.; Create a lead-gen campaign ROI tracker for LinkedIn Ads. | AI agent that flags underperforming audience segments and suggests targeting changes.; AI assistant that compiles a cross-platform (LinkedIn + Google) paid media summary. |
| Windsor.ai LinkedIn Organic | Build a LinkedIn organic content performance dashboard.; Create a paid-vs-organic LinkedIn comparison report. | AI agent that flags underperforming posts and suggests content adjustments.; AI assistant that generates a weekly LinkedIn organic performance summary. |
| Windsor.ai Google Search Console | Build an SEO performance and keyword-tracking dashboard.; Create a paid-vs-organic search comparison report. | AI agent that identifies high-potential keywords (high impressions, low CTR/ranking) and recommends content fixes.; AI assistant that generates a monthly SEO performance summary. |
### Coming soon
These integrations are in the catalog with **Coming Soon** and can't be connected yet.
| Integration | Description | Available in | Connect |
| ------------------- | ---------------------------------------------------------------------------------------------------------------------- | ------------ | ----------- |
| Customer.io | Customer engagement platform offering automated messaging and data-driven communication for businesses. | — | Coming Soon |
| Instagram Ads | Advertising platform by Instagram offering visually engaging ads, audience targeting, and campaign analytics. | — | Coming Soon |
| TikTok for Business | Advertising platform by TikTok offering tools for businesses to create and manage ad campaigns. | — | Coming Soon |
| Yelp | Platform for businesses to manage their online presence, including customer reviews, business information, and photos. | — | Coming Soon |
| ZohoCampaigns | Email marketing software by Zoho offering campaign management, automation, and analytics. | — | Coming Soon |
***
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Maintained by Abhishek Paul
AI-assisted, human-approved
{% endcolumn %}
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---
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