CONNECTOR CATEGORY

CRM Connectors for SaaS products

Connect your SaaS product with customer relationship management applications to keep customer, lead and opportunity data accurate while automating sales and customer-success workflows.

01

Connected customer records

Synchronize contacts, companies and ownership across product and CRM systems.

02

Pipeline automation

Trigger product and messaging workflows from opportunity stage changes.

03

Activity capture

Add meetings, support events and product usage to the correct customer timeline.

04

Governed tenant access

Keep credentials, mappings and CRM actions isolated for every customer.

CATEGORY OVERVIEW

Build connectivity with CRM Connectors

Cyclr’s CRM Connectors help SaaS teams embed customer-facing integrations with customer relationship management applications. Use reusable workflows to keep customer, lead and opportunity data accurate while automating sales and customer-success workflows, while Cyclr manages customer authentication, tenant-specific configuration and the Connector layer behind the experience.

CONNECTOR LIBRARY

Explore all CRM Connectors

97 Connectors are available.

Access CRM

Access helps customers transform the way their business software is used, giving... Read Article

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Act!

CRM & Marketing Automation built for small & midsized business success.

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ActiveCampaign

Active Campaign is a powerful email marketing platform.

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Aesthetic Record

Aesthetic Record helps you run your entire clinic from any computer, taking... Read Article

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Any Other Application

Our library is ever growing. However, our team can accelerate the development... Read Article

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Apollo.io

Apollo is the all-in-one sales intelligence platform.

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Apple iCloud Contacts

Access and manage a user’s iCloud-stored contact information programmatically via the CardDAV... Read Article

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BigChange

Take control with the complete Job Management Platform.

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Bitrix24

Bitrix24 is a collaboration software with complete tools for management, collaboration, and... Read Article

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BNTouch Mortgage CRM

Automate your marketing, convert more leads, stay top of mind with your... Read Article

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Booker

Spa & Salon Management that takes care of the booking, payment, customer... Read Article

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Brandbot

The All-In-One Customer Communication Hub

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Bronto

Commerce marketing automation provider, enabling retailers to drive revenue through their email,... Read Article

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Bullhorn

CRM and operations software for the recruitment industry.

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Capsule

Online hosted CRM system for individuals, small businesses and sales teams wanting... Read Article

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Cendyn

Drive more business via your most profitable channel with the Cendyn Hospitality... Read Article

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Childcare CRM

The first and only unified platform for Childcare that includes a CRM,... Read Article

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Close

The easy-to-use CRM built for the way small businesses actually sell: fast,... Read Article

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Club Ready

Web-based fitness and gym management platform, branded for you. From leads through... Read Article

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Copper

Copper is the #1 CRM for G Suite. It is embedded into... Read Article

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Counterpoint

Run your business. Connect with customers. Sell anywhere. NCR Counterpoint is the... Read Article

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Creatio

Automate workflows of any complexity with ready-to-use solutions for 20 industries.

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Deltek Workbook

Agency Management Software, Simplified Deltek WorkBook lets you manage all your agency... Read Article

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Envision Salon & Spa

Powerful Web-Based Software in an Easy to Use Package

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FIVE CRM

Dedicated to telesales, telemarketing, lead generation, lead management and account management.

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Follow Up Boss

The leading real estate CRM for high-growth businesses. Get all your leads... Read Article

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Freshworks CRM

Freshworks CRM is an AI-powered platform that enables businesses to get and... Read Article

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Genesys Cloud

Genesys powers the world’s best customer experiences, across every channel, on-premise and... Read Article

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Gist

A unified marketing, sales, and support platform that serves as a single... Read Article

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HighLevel

A White-Label Sales & Marketing Platform for Digital Agencies.

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Highrise

Simple CRM. Manage relationships, communication, tasks and more.

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HubSpot

HubSpot is an inbound marketing and sales platform that helps companies attract... Read Article

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Infusionsoft

Use Infusionsoft to automate your small business sales and marketing, while combining... Read Article

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Infusionsoft by Keap

Use Infusionsoft to automate your small business sales and marketing, while combining... Read Article

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Inline CRM

VSC sales and automotive extended warranty fulfillment.

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Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project... Read Article

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Intelliflo

Intelliflo widens access to financial advice through leading technology which powers the... Read Article

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Invenias

Invenias is the leading platform trusted by professionals responsible for executive search... Read Article

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iSalesCRM

Skyrocket your sales with our marketing automation CRM platform, for sales agents... Read Article

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Itris

itris provides market-leading cloud recruitment CRM software to a variety of recruitment... Read Article

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Kustomer

A Customer-centric, Omnichannel Software For Immediate & In-depth Responses To Requests.

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Lead Squared

A single platform to capture, track and nurture all your leads.

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LeadMailbox

LeadMailbox is a leading online CRM/lead management system founded in 2000.

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Less Annoying CRM

Less Annoying CRM allows users to track and organize their contacts and... Read Article

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Lightspeed Retail

Manage your inventory, service, data, staff, and customer relationships with a single... Read Article

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MailChimp

Mailchimp is an all-in-one marketing platform that helps businesses connect with their... Read Article

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Marketo

Marketo’s powerful marketing automation software helps marketers master the art & science... Read Article

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Maximizer CRM

All-inclusive and personalized CRM software that’s affordable, easy-to-use, and trusted around the... Read Article

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Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software package.

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Microsoft Dynamics CRM (on-premises)

Microsoft Dynamics CRM is a customer relationship management software package. This Connector... Read Article

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Microsoft Dynamics CRM Custom Object

Connector to work with custom entity types in Dynamics.

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MINDBODY

Powerful business management software

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NetSuite

One unified business management suite, encompassing ERP/Financials, CRM and ecommerce.

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Nexudus

Nexudus is a tool to manage your coworking or shared office space.

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OfficeR&D

A next generation flexible workspace management solution, beautiful members portal and mobile... Read Article

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OpenCRM

In OpenCRM, you have all the tools you need to run your... Read Article

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Oracle NetSuite

One unified business management suite, encompassing ERP/Financials, CRM and ecommerce.

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Oracle NetSuite RESTlet

One unified business management suite, encompassing ERP/Financials, CRM and ecommerce.

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Oracle Sales Cloud

Oracle Sales Cloud is a powerful and customisable CRM system.

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PetExec

PetExec is the industry leading tool for dog daycares, boarding facilities, trainers,... Read Article

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Pike13

Software that powers personal service businesses.

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Pipedrive

Sales CRM for small teams with big ambitions. This connector authenticates you... Read Article

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Prosperworks

ProsperWorks is the #1 CRM for G Suite. It is embedded into... Read Article

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Provet Cloud

Provet Cloud is a cloud-based veterinary practice management software, making life at... Read Article

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Recruit CRM

A single solution to manage, automate and generate higher ROI while recruiting.

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RFMS

Build customer-facing integrations with the RFMS Connector.

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RingCentral

Increase productivity while decreasing management complexity with a global communications solution.

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Sage 200

Unlock your business’s full potential with Sage 200, the comprehensive ERP solution... Read Article

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Sage CRM

Gives businesses the information, insight and tools they need to succeed today.

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Salesforce

Salesforce CRM automates the sales process with an array of cloud-based tools.

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Salesforce Chatter

Build customer-facing integrations with the Salesforce Chatter Connector.

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Salesforce Marketing Cloud

Powerful digital marketing platform letting you connect to customers in a whole... Read Article

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Salesforce Metadata

The Salesforce Metadata API allows you to retrieve, deploy, create, update or... Read Article

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Salesloft

SalesLoft is the #1 sales engagement platform, helping sales organizations deliver a... Read Article

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SalesNexus

Online CRM and Email Marketing built by sales people for sales people.

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SalesPad

SalesPad was designed by distributors with day-to-day operations in mind. Gone are... Read Article

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SAP Business One

A single, affordable solution to manage your entire small business – from... Read Article

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ServicePro

ServSuite pest control software has management, marketing, reporting, mobile and supported software... Read Article

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Slate CRM

Supports the enrollment, student success, alumni, and advancement operations at 1,800+ colleges... Read Article

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Spark Membership

Spark Membership is an online CRM and marketing automation platform for Martial... Read Article

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Sprout Send

Dedicated CRM marketing platform, giving aggregated insights for you to build a... Read Article

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Streak

CRM, inside Gmail.

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SugarCRM

SugarCRM enables businesses to create extraordinary customer relationships with the most innovative... Read Article

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SuiteCRM

World’s most popular #opensource #CRM!

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SurefireCRM

Top of Mind’s Surefire CRM is the #1 most used sales and... Read Article

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Tan-Link

From customer engagement, marketing, sales, employee engagement, selling and tracking memberships, collecting... Read Article

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Teamleader

Sell, bill and organise your work in one place with Teamleader’s work... Read Article

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Thr!ve

Pizza & Delivery POS that knows your business.

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Tracker CRM

Helping recruitment firms grow and increase profitability and build better relationships with... Read Article

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Velocify

Sales software to accelerate your sales lead management.

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Vincere

CRM/ATS for ambitious recruiting firms of all sizes.

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Voyado

Optimize your loyalty programs and map your customer journeys, with Voyado, an... Read Article

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Wealthbox

Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure.... Read Article

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Webex Contact Center

Webex Contact Center delivers AI-powered, connected experiences tailored to each customer. From... Read Article

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Zendesk

Zendesk makes it easy to support customers when they need your help.

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Zendesk Sell

Zendesk Sell is a sales CRM software tool that enhances productivity, processes... Read Article

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Zoho CRM

Reach out to prospects at the right moment and engage them across... Read Article

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INTEGRATION USE CASES

What your users can do with these integrations

Create and enrich new leads

Connect qualified product signup activity with a reusable CRM integration workflow.

  • Source: Qualified product signup
  • Workflow: Validate and enrich the contact before creating a CRM lead
  • Outcome: Sales receives cleaner, actionable leads

Keep lifecycle stages aligned

Connect CRM opportunity change activity with a reusable CRM integration workflow.

  • Source: CRM opportunity change
  • Workflow: Update product entitlement, success or marketing workflows
  • Outcome: Customer journeys reflect commercial status

Surface product usage in CRM

Connect meaningful product event activity with a reusable CRM integration workflow.

  • Source: Meaningful product event
  • Workflow: Map the event to the right contact and account activity
  • Outcome: Account teams gain current adoption context

AI INTEROPERABILITY

Use CRM Connectors with AI agents and MCP

Use Cyclr's CRM Connectors to make selected contact, company, lead data and actions available to AI agents through governed MCP tools. Cyclr keeps authentication customer-specific, limits the methods each agent can use and can run reusable workflows before returning concise, grounded results.

COMMON QUESTIONS

CRM Connector FAQs

CRM Connectors are packaged integrations between a SaaS product and customer relationship management applications. With Cyclr, product teams can expose customer-facing workflows without building and maintaining every external API connection themselves.

Common data includes Contact, Company, Lead, Opportunity and activity. The exact objects and methods depend on the connected application and the permissions granted by each customer.

Typical uses include create and enrich new leads, keep lifecycle stages aligned and surface product usage in crm. Cyclr lets teams package these as reusable, tenant-aware workflows inside their own product experience.

Yes. Selected Connector methods can be exposed as governed MCP tools so an agent can retrieve customer context. Cyclr manages customer-specific authentication and allows product teams to validate, minimize and orchestrate data before it reaches the model.