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.

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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:

Marketing and CRMs integration use cases

  • Sync outbound sales software with your CRM once an opportunity reaches a point in your sales cycle
  • Sync contact details between your CRM and marketing tools to keep things up to date
  • Trigger messaging to users when a deal reaches a particular stage

Calendars and CRMs integration use cases

  • Add additional detail to events in your calendar bookings
  • Automatically create events in your calendar with meeting room details
  • Create tasks in your CRM for stakeholders involved in a meeting
  • Create new contacts from scheduled calendar invitees
  • Add new CRM task to calendar as events

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

Support and CRMs integration use cases

  • Add notes to CRM company/deal records from unresolved/resolved support tickets
  • Create new leads in your CRM from support tickets
  • Update support tickets when deals move through your CRM pipeline
  • Create a record in CRM when there is new action on a pre-existing ticket
  • Add lead to campaign when a new user is created

ERP and CRMs integration use cases

  • Keep data consistent between both systems automatically
  • Gain a complete customer view through all stages of your business processes
  • Improve collaboration between departments

HR/Payroll and CRMs integration use cases

  • Automate the transfer of deals to new sales team members
  • Calculate and allocate commission for sales team members when a sale has been made

POS and CRMs integration use cases

  • Create subscription when a new contact is added
  • Add a tag to contact account when a new event has occurred

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

Chat and CRMs integration use cases

  • Create chat messages for new CRM leads

Dashboarding and CRMs integration use cases

  • When a new record has been added to the CRM send a new metric post to dashboarding

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

Project Management and CRMs integration use cases

  • Create new project management cards for new CRM tasks

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

Miscellaneous and CRMs integration use cases

Some of the many benefits of using Cyclr as your integration solution

Native

Native

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.

Build Quickly

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

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

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