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

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

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

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

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

Analytics and CRMs integration use cases

  • Create analytic measurements from new CRM submissions

Chat and CRMs integration use cases

  • Create chat messages for new CRM leads

Databases and CRMs integration use cases

  • Add a new database file to CRM record as an attachment

DevOps and CRMs integration use cases

  • When a new outbound message is received in CRM create a new comment on issue or pull request

Forms and CRMs integration use cases

  • Create custom objects in CRM from new form entries

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

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

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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