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
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
Dashboarding and Sales integration use cases
- Get a full picture of your sales funnel, across all of your systems, in a unified dashboard
- Highlight new sales and celebrate success in a company wide dashboard
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
POS and Sales integration use cases
- Sync new POS transactions with sales contacts
- Add note to sales lead from POS transaction data
Product Management and Sales integration use cases
- When new features have been added automatically send sales team notification
- Add customer feedback from new sales cases in CRM as notes
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
Ecommerce and Sales integration use cases
- Add sales leads from new ecommerce orders
Email Marketing and Sales integration use cases
- Add new sales leads to email marketing list and audience segments
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
