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.
Sales Connectors
Integrate with sales connectors to automate lead management, track performance, and enhance sales processes.
Add Sales integrations into your SaaS
Sales connectors facilitate integration with popular CRM platforms, helping users manage their sales processes effectively. By offering these connectors, SaaS companies can help their users streamline lead management, track performance, and enhance sales strategies.
Featured Sales Connectors
Explore Cyclr's Sales 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 Sales 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 is a practical example. This integration allows users to automate lead nurturing, track interactions, and generate sales reports, ensuring efficient and effective sales processes.
Solve your users business cases natively, within your application, including use cases such as these:
Accounting and Sales integration use cases
- When a deal is won, automatically send the customer invoices, track the payment and begin the fulfillment process
- At the end of the month an integration can produce a profit/loss report from the past 30 days of sales
CRMs and Sales integration use cases
- If a customer has expressed interest in one particular product, you could automate a follow up email suggesting other products that are similar and provide more to the customer, but are at a higher price point. Ultimately using automated integrations for upsell/cross-sell opportunities.
- Create new CRM contacts from new sales form entries
- Add new contacts to CRM as new leads
Calendars and Sales integration use cases
- Create video call meetings for new calendar events
Chat and Sales integration use cases
- Send direct messages in chat for signed customer documents
Billing/Payment and Sales integration use cases
- Generate billing/payment customers with new CRM accounts
- Create CRM opportunities for new payment charges
Data Tools and Sales integration use cases
- Create a new lead from a new row in a spreadsheet
- Enhance your customer data automatically so your sales team have a better view of their deals
Healthcare/Wellness and Sales integration use cases
- Create a personal booking for a new lead
- For a new customer from a sales lead create a new membership with an add-on
Marketing and Sales integration use cases
- Create new customers from landing page leads and follow up with 'welcome' email campaign
- Add new sales leads to email marketing lists
SMS and Sales integration use cases
- Send SMS as reminder of an upcoming sales meeting
- Use SMS as an onboarding option during the sales process
Support and Sales integration use cases
- Create new support tickets from new sales form entries
- Add new social lead ads as support tickets
Customer Experience and Sales integration use cases
- When a sales lead reaches a certain point in the pipeline generate a customer experience invitation
Ecommerce and Sales integration use cases
- Add sales leads from new ecommerce orders
Collaboration and Sales integration use cases
- Upload newly signed sales deals to a new collaboration folder
Miscellaneous and Sales 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
