Sales & CRMIntegrations
CRM & Contacts integrations
42 apps with 865 actions between them, including Microsoft Outlook, Salesforce, HubSpot and Google Contacts. Connect one once and any workflow can use it, built by you or by your AI.
Microsoft OutlookRun Outlook mail, calendars and contacts for the mailboxes in your Microsoft 365 tenant.54 actions · 1 trigger
SalesforceKeep Salesforce up to date from your workflows: create and update leads, accounts, contacts and opportunities, log follow-up tasks, and query your org with SOQL.20 actions
HubSpotAutomate HubSpot CRM: manage contacts, companies, deals, notes and tasks with a HubSpot service key.22 actions · 4 triggers
Google ContactsManage your Google Contacts.5 actions
PipedriveManage the people, organizations and deals in your Pipedrive sales pipeline, and the activities scheduled against them.20 actions
Zoho CRMManage leads, contacts, accounts, deals, tasks and notes in Zoho CRM, convert leads, and query your CRM data with COQL.20 actions
Oracle NetSuiteRun NetSuite from your workflows: add and update customers, contacts and vendors, create sales orders, invoices, vendor bills and journal entries, bill orders and record payments, find records or run SuiteQL queries, and start workflows when customers, sales orders or invoices are added or changed.24 actions · 4 triggers
Microsoft Dynamics 365Keep Dynamics 365 in step with the rest of your tools: create and update accounts and contacts, look them up by name or email, and keep their timeline current with tasks, notes, appointments and logged phone calls.20 actions
PodiumManage Podium contacts and appointments, send messages, create review invites, and read conversations, reviews and invoices.25 actions · 9 triggers
ApolloAutomate Apollo.io: enrich people and companies, search Apollo's B2B database, and manage contacts and accounts with an API key.8 actions
Meta Lead AdsRetrieve Facebook and Instagram lead ad submissions, manage lead forms and create test leads.8 actions · 2 triggers
Constant ContactManage Constant Contact contacts, lists and tags, and create, test, send and report on email campaigns.20 actions
AircallManage shared contacts, call notes and tags, place and transfer calls, and look up your phone system.25 actions · 13 triggers
DialpadManage calls and contacts, send messages, and look up users, offices and contact centers.25 actions · 7 triggers
QuoManage Quo contacts and notes, send text messages, read conversations, messages and calls, download call recordings and transcripts, and track tasks.25 actions · 1 trigger
OdooCreate, search, read, update, and delete records in any Odoo model (contacts, CRM leads, sales orders, products, and more) through Odoo's External API.5 actions
GongWork with your Gong calls: get each call's brief, highlights and transcript, list calls and users, read activity, interaction and scorecard stats, add prospects to Engage flows, ask Gong AI about an account or deal, and handle privacy requests.23 actions · 1 trigger
ActiveCampaignAutomate ActiveCampaign by creating contacts, lists, tags, and deals.6 actions
SalesloftManage Salesloft people and accounts, and read cadences, tasks, opportunities and notes.25 actions
LoftyManage Lofty leads, notes, tasks, team references, transactions, and webhooks.25 actions · 5 triggers
BoldTrailManage BoldTrail contacts, notes, calls, tags, and account directories with the Public API V2.25 actionsYelp LeadsRead and reply to Yelp leads and manage partner business subscriptions.8 actions · 2 triggers
HarmonicResearch companies and people, search similar companies, and manage company and people lists.25 actions · 2 triggers
HoldedManage contacts, contact groups and services, and read invoices, products, payments, ledger entries, taxes, projects, tasks and treasury accounts.25 actions · 6 triggers
ServiceTitanManage customers, locations and leads, and look up jobs, appointments and team settings.25 actions · 10 triggers
AttioRead and write the Attio CRM: find, create, update and delete records on any object, file them onto lists, and keep notes and tasks against them.20 actions
CrossbeamFind partners, populations, reports, shared accounts, overlaps and sales signals.22 actions · 8 triggers
InsightlyKeep Insightly CRM up to date from your workflows: create, update and find contacts, organizations, leads and opportunities, add tasks and notes, and delete records.15 actions
CloseCreate and update Close leads, contacts, opportunities and tasks, search your pipeline, and log notes onto a lead's timeline.20 actions
CopperRead and write the Copper CRM: find, create and update people, companies and deals, raise and convert leads, keep tasks against them and log every call, meeting and note.20 actions
AgiloftSearch Agiloft records, create and update contracts and other records, discover tables and fields, read attachment details and resolve choice IDs.13 actions
Capsule CRMManage your Capsule CRM contacts and sales: find, add, update and delete people and organisations, track opportunities through the pipeline, start projects, create and complete tasks, and add notes to a record's history.20 actions
PoplSearch captured leads, manage member business cards and lead tags, and read team analytics.13 actions · 2 triggers
Rise CRMManage Rise CRM clients, projects and tasks, and read contacts, leads, tickets and invoices.25 actions · 8 triggers
ERPNextManage customers, suppliers, inventory, sales, purchases and HR in ERPNext, the open-source ERP system.18 actions
AffinityWork with your Affinity CRM: find, create and update people and companies with their fields, create deals on your pipelines, add records to lists and set their columns, write notes, and manage reminders.25 actions · 3 triggers
LinqConnect Linq to automate messaging, crm systems workflows.25 actions · 2 triggersWealthboxManage Wealthbox contacts, tasks, notes and projects, and look up users, teams and events.25 actions
Less Annoying CRMKeep Less Annoying CRM up to date from your workflows: create, find, update and delete contacts and companies, log notes, schedule tasks and calendar events, move contacts through pipelines and sort them into groups.21 actions
KrispCallManage contacts, read call and message history, send SMS, and inspect workspace members, numbers, and webhook subscriptions.22 actions · 1 trigger
PubrioSearch and enrich companies and people, research jobs, news and advertisements, reveal contact details, and check account usage.25 actions
ServiceWorksRun your field service business in ServiceWorks: find and add customers, book and schedule jobs, assign technicians, update job status, text customers, email invoices, and list invoices and payments.23 actions
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