> 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/integrations/integrations-hub/crm-and-marketing.md).

# CRM & Marketing

{% hint style="info" %}
Start in [Integrations Hub](/integrations/integrations-hub.md) and review [Connect Methods](/integrations/integrations-hub/connect-methods.md) before setup.
{% endhint %}

Browse other categories: [AI and Utilities](/integrations/integrations-hub/ai-and-utilities.md), [Banking and Finance](/integrations/integrations-hub/banking-and-finance.md), [Compliance and Analytics](/integrations/integrations-hub/compliance-and-analytics.md), and [Productivity and Collaboration](/integrations/integrations-hub/productivity-and-collaboration.md).

### Platform-native

| Integration            | Description                                                                                                                                                 | Source   | Connect Method |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | -------- | -------------- |
| 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

| Integration          | Description                                                                                                                         | Source | Connect Method  |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------------------- | ------ | --------------- |
| 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.

| Integration   | Description                                                                                                                                                   | Source   | Connect Method |
| ------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------- | -------------- |
| 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.

| Integration | Description                                                                                               | Source   | Connect Method  |
| ----------- | --------------------------------------------------------------------------------------------------------- | -------- | --------------- |
| 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.

| Integration | Description                                                                                                     | Source   | Connect Method  |
| ----------- | --------------------------------------------------------------------------------------------------------------- | -------- | --------------- |
| 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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