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.
Featured CRMs Connectors
Explore Cyclr's CRMs Connectors
Do you want to access something that's not currently listed?
Just let us know and we can build the connector or add to existing ones for you!
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
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
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
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
Analytics and CRMs integration use cases
- Create analytic measurements from new CRM submissions
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
Customer Experience and CRMs integration use cases
- Create customer experience invitations for new CRM contacts
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
Forms and CRMs integration use cases
- Create custom objects in CRM from new form entries
Project Management and CRMs integration use cases
- Create new project management cards for new CRM tasks
Miscellaneous and CRMs integration use cases
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
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
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
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
Analytics and CRMs integration use cases
- Create analytic measurements from new CRM submissions
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
Customer Experience and CRMs integration use cases
- Create customer experience invitations for new CRM contacts
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
Forms and CRMs integration use cases
- Create custom objects in CRM from new form entries
Project Management and CRMs integration use cases
- Create new project management cards for new CRM tasks
Miscellaneous and CRMs integration use cases
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
