Transform your API from backend to frontend, from developer focused to business user focused.
Deliver integrations natively from within your own application and add value to your end-users.
CRMs Connectors
Integrate with CRM connectors to enhance customer relationship management, automate data entry, and improve sales processes.
Add CRMs integrations into your SaaS
CRM connectors facilitate integration with popular CRM systems, helping users manage customer relationships effectively. By offering these connectors, SaaS companies can help their users streamline CRM workflows, ensure data accuracy, and enhance sales processes.
Explore Cyclr's CRMs Connectors
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Take a look at some common use cases with our CRMs Connectors
By integrating your SaaS application using Cyclr you can quickly and easily create scalable, user facing integrations with any of the Connectors in our library.
For example, connecting your SaaS platform with HubSpot CRM is an excellent integration. This allows users to manage their customer relationships, track interactions, and automate sales processes, ensuring a cohesive and efficient CRM strategy. This is particularly useful for businesses aiming to improve their customer relationship management and sales performance.
Solve your users business cases natively, within your application, including use cases such as these:
Email Marketing and CRMs integration use cases
- Trigger messages based on deal stages and the products/services customers are interested in
- Sync contact data between systems
- Automatically notify team members when a follow up message is due
- When a new contact is added or updated add/update email subscriber
- Create an opportunity when a link is clicked
Accounting and CRMs integration use cases
- Automatically create invoices based on a won deal in your CRM
- Synchronise contacts between your CRM and accounting software
- Automatically add invoice payment status on your CRM deal records as a note
Ecommerce and CRMs integration use cases
- Create deals, companies and contacts from website form fills
- Update deal stages and deals based on a form fill
- Associate products to a deal from a form fill
- Add chat bot conversations to customer records
Sales and CRMs integration use cases
- Add new landing page form submissions to CRM as leads
- Create new CRM entries when new contracts have been signed by leads
Billing/Payment and CRMs integration use cases
- Generate billing/payment for online customers with new CRM accounts
Blogs and CRMs integration use cases
- When a new user joins or subscribes to blog add contact to CRM and 'blog' campaign
Collaboration and CRMs integration use cases
- Upload new CRM opportunity files to collaboration folders
Customer Experience and CRMs integration use cases
- Create customer experience invitations for new CRM contacts
Dashboarding and CRMs integration use cases
- When a new record has been added to the CRM send a new metric post to dashboarding
Data Tools and CRMs integration use cases
- Create a new row in a data table when a new CRM contact is added to a specific campaign
Databases and CRMs integration use cases
- Add a new database file to CRM record as an attachment
Developer Tools and CRMs integration use cases
- Generate developer tool software issues from new CRM cases
DevOps and CRMs integration use cases
- When a new outbound message is received in CRM create a new comment on issue or pull request
Product Management and CRMs integration use cases
- When a field on record in the CRM is updated, update the product management issue
SMS and CRMs integration use cases
- When a new outbound SMS is received in CRM update the contact and attach a tag
Surveys and CRMs integration use cases
- When a new customer has been added to the CRM send a 'Welcome' survey to understand the new customers needs and wants
Healthcare/Wellness and CRMs integration use cases
- Create or update a contact from enrolment form in CRM
IoT and CRMs integration use cases
AI Agents and CRMs integration use cases
- Automatically enrich CRM contact records with insights derived from AI analysis of customer interactions.
- Use AI to predict customer churn risk directly within CRM platforms, enabling proactive retention strategies.
- Generate AI-powered suggestions for next-best actions based on customer interaction histories.
- Automate lead scoring and prioritization using AI analysis of past CRM sales data.
Featured Connectors
Some of the many benefits of using Cyclr as your integration solution
Native
Build Quickly
Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.
Be responsive to the needs of your clients and your sales team.
No code integrations
Use our drag and drop integration builder to create integrations, then click to publish them to your app.
Your users can then search and deploy these integrations in a couple of clicks.
Ready to start your integration journey?
Book a demo to see Cyclr in action and start creating integration solutions for your customers
