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.

Low-code CRMs integration example

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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

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

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

Billing/Payment and CRMs integration use cases

  • Generate billing/payment for online customers with new CRM accounts

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

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

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

IoT and CRMs integration use cases

Miscellaneous and CRMs integration use cases

AI Agents and CRMs integration use cases

  • Automatically enrich CRM contact records with insights derived from AI analysis of customer interactions.
  • Use AI to predict customer churn risk directly within CRM platforms, enabling proactive retention strategies.
  • Generate AI-powered suggestions for next-best actions based on customer interaction histories.
  • Automate lead scoring and prioritization using AI analysis of past CRM sales data.

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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