CRM & Marketing
Connect your workspace to customer relationship management platforms, e-commerce services, customer support tools, and marketing systems.
Start in Integrations Hub and review Connect Methods before setup.
Browse other categories: AI and Utilities, Banking and Finance, Compliance and Analytics, and Productivity and Collaboration.
Platform-native
Apollo.io
B2B sales intelligence — search prospects, enrich contact data, manage outreach sequences, track email engagement, sync CRM contacts, and build lead lists.
Platform
Connect BYOK
HubSpot
Manage contacts, companies, deals, engagements, tickets, and marketing workflows in HubSpot CRM.
Platform
Connect BYOK
Microsoft Dynamics 365
Access customer accounts, contacts, leads, opportunities, and cases in Microsoft Dynamics 365 using OAuth 2.0.
Platform
Connect BYOK
Redtail CRM
Read data from Redtail CRM.
Platform
Connect BYOK
Salesforce
Manage Accounts, Contacts, Opportunities, and Tasks, query records with SOQL, and access reports.
Platform
Connect BYOK
Wealthbox CRM
Connect and manage data using Wealthbox CRM OAuth 2.0.
Platform
Connect BYOK
Marketing & CRM
ActiveCampaign
Marketing automation and CRM platform providing email marketing, automation workflows, and customer experience tools.
UDG
Connect via UDG
Agile CRM
All-in-one CRM offering sales tracking, marketing automation, and customer service tools for small to medium businesses.
UDG
Connect via UDG
Bill4Time
Time tracking and billing software designed for professional service firms to manage billing, invoicing, and project management.
UDG
Connect via UDG
Capsule
Simple and powerful CRM designed for small businesses, offering contact management, sales tracking, and task management.
UDG
Connect via UDG
Clio
Legal practice management software offering case management, time tracking, and billing tools for law firms.
UDG
Connect via UDG
Close
Sales engagement CRM designed to help sales teams close more deals with email automation, calling, and workflow tools.
UDG
Connect via UDG
Copper
CRM designed for G Suite users, offering seamless integration with Google Workspace for email, contacts, and calendar.
UDG
Connect via UDG
Follow Up Boss
Real estate CRM providing lead management, automation, and follow-up tools specifically for real estate agents and teams.
UDG
Connect via UDG
Freshsales
CRM and customer engagement platform offering sales automation, lead management, and analytics tools for businesses of all sizes.
UDG
Connect via UDG
Insightly
CRM and project management software designed for small to medium businesses to manage sales, projects, and customer relationships.
UDG
Connect via UDG
LionDesk
Real estate CRM providing lead management, marketing automation, and transaction management tools for real estate professionals.
UDG
Connect via UDG
Marquis
Marketing and CRM solutions tailored for financial institutions including campaign management and analytics.
UDG
Connect via UDG
Member Loyalty Group
Loyalty and rewards programs tailored for credit unions to drive member engagement and retention.
UDG
Connect via UDG
Pipedrive
Sales-focused CRM designed to help sales teams manage leads, track communications, and automate administrative tasks.
UDG
Connect via UDG
Streak
CRM built directly into Gmail, offering email tracking, mail merge, and pipeline management for small to medium businesses.
UDG
Connect via UDG
Teamgate
Sales CRM providing lead management, sales automation, and analytics tools to help sales teams close more deals.
UDG
Connect via UDG
Total Expert
Customer engagement platform for financial services with marketing automation and CRM capabilities.
UDG
Connect via UDG
vCita
Business management and CRM platform offering scheduling, invoicing, and client management tools for small businesses.
UDG
Connect via UDG
Vtiger
CRM offering sales, marketing, and help desk solutions with built-in automation and analytics tools for small to medium businesses.
UDG
Connect via UDG
Zoho CRM
Comprehensive CRM platform offering sales automation, marketing campaigns, and customer support tools for businesses of all sizes.
UDG
Connect via UDG
Marketing and outreach
Email marketing, document generation, and business-data tools for campaigns and outreach.
Mailchimp
Comprehensive marketing platform offering email marketing, automation, and audience management tools.
Platform
Connect BYOK
PandaDoc
Connect and manage document generation and e-signature workflows using PandaDoc OAuth 2.0.
Platform
Connect BYOK
Google Places
Search places, retrieve place details and photos, autocomplete addresses, geocode locations, and calculate distance/travel time via the Google Maps Platform.
Platform
Connect BYOK
Commerce
E-commerce platforms for managing products, orders, customers, and online storefronts.
Amazon
Global e-commerce marketplace offering a wide range of products, services, and marketplace opportunities.
UDG
Connect via UDG
Big Cartel
E-commerce platform tailored for artists and makers, offering simple online store setup and management.
UDG
Connect via UDG
BigCommerce
Robust e-commerce platform offering scalable solutions for businesses of all sizes.
UDG
Connect via UDG
Ebay
Global online marketplace connecting buyers and sellers across various product categories.
UDG
Connect via UDG
FastSpring
E-commerce platform specializing in digital goods and subscription management.
UDG
Connect via UDG
Shopify
Manage products, orders, customers, inventory, fulfillment, and store performance insights.
Platform
Connect BYOK
Squarespace
Website building and e-commerce platform offering customizable templates and integrated sales tools.
UDG
Connect via UDG
WooCommerce
Open-source e-commerce plugin for WordPress, enabling online store creation and management.
UDG
Connect via UDG
Customer Support
Contact center platforms, virtual assistants, and customer service tools for managing support operations.
Zendesk
Manage customer support tickets, macros, SLAs, and help-center articles using Zendesk OAuth 2.0.
Platform
Connect BYOK
Five9
Cloud contact center platform for inbound/outbound calling, IVR, and omnichannel customer engagement.
UDG
Connect via UDG
Genesys
Customer experience and contact center solutions including voice, digital channels, and workforce optimization.
UDG
Connect via UDG
Glia
Digital customer service platform combining chat, video, and co-browsing for financial institutions.
UDG
Connect via UDG
Kasisto
Conversational AI platform for banking with virtual assistants and intelligent member interactions.
UDG
Connect via UDG
NICE CXone
Cloud contact center and workforce engagement platform for customer service operations.
UDG
Connect via UDG
POPi/o
Video banking and virtual teller solutions for remote member service and account opening.
UDG
Connect via UDG
Posh
AI-powered virtual assistants and voice bots for banking contact centers and member support.
UDG
Connect via UDG
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