CRM and Sales Tools integrations on Metorial

Manage customer relationships, leads, and sales pipelines.

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Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Linkedin

Authenticate LinkedIn members with OpenID Connect, fetch the authenticated member profile, and create self-serve LinkedIn shares with text, article links, and uploaded images. Organization and Community Management workflows should move to a separate slate because LinkedIn restricts combining those products in one app.

Calendly

List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.

Mailchimp

Manage email marketing audiences, campaigns, and automations. Create, send, schedule, and track email campaigns with detailed reporting on opens, clicks, and bounces. Add, update, and organize audience contacts with tags, segments, and interest groups. Set up and manage automation workflows triggered by subscriber activity or events. Connect e-commerce stores to manage customers, products, orders, and carts. Create and manage reusable email templates and landing pages. Upload and organize files for use in campaigns. Send transactional emails via the Mandrill API. Post custom events to trigger targeted automations. Configure webhooks to track subscribe, unsubscribe, profile updates, and email delivery events.

Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Zoho

Manage Zoho CRM, Bigin, Books, Inventory, Invoice, Desk, Mail, People, and Projects from one connection. Discover organizations and accounts, manage records and financial documents, work with support tickets and email, and organize employee and project data.

Google Tag Manager

Manage Google Tag Manager accounts, containers, workspaces, tags, triggers, variables, and versions. Create and configure tracking tags for websites and mobile apps. Publish container versions, manage environments for preview and testing, organize entities into folders, and control user permissions at account and container levels. Supports web, AMP, iOS, Android, and server container types.

Square

Process payments, manage orders, and handle invoices for online, in-app, and in-person commerce. Create and manage customer profiles, catalog items, inventory counts, and locations. Issue refunds, manage disputes, and track payouts. Create bookings and appointments, manage team members and timecards, handle gift cards and loyalty programs, and manage subscriptions. Save cards on file, generate checkout links, connect and control Square Terminal devices, and manage vendor/supplier information. Extend Square objects with custom attributes. Receive webhook notifications for payments, orders, customers, inventory, invoices, bookings, disputes, team changes, and more.

Pipedrive

Manage sales pipelines, deals, leads, contacts, activities, and products in Pipedrive CRM. Create, read, update, delete, and merge deals across configurable pipeline stages. Manage leads in the Leads Inbox and convert them to deals. Create and organize contacts (persons and organizations) with custom fields, followers, and notes. Schedule and track activities like calls, meetings, and tasks linked to deals or contacts. Maintain a product catalog with pricing and attach products to deals. Manage projects with boards, phases, and tasks. Define and track sales goals by user or team. Search across deals, leads, persons, organizations, files, and products. Attach notes, files, and mail threads to entities. Log calls and manage subscriptions. Configure webhooks to receive notifications on deal, lead, contact, activity, product, pipeline, stage, and user events.

Typeform

Create, retrieve, update, and delete online forms and surveys. Manage form responses, including filtering by date and deleting submissions. Configure webhooks to receive real-time notifications on form submissions and partial responses. Upload and manage images, create and apply visual themes, and organize forms across workspaces with team collaboration. Translate forms into multiple languages, retrieve form insights and analytics, and download files uploaded by respondents.

Emailable

Verify email addresses for deliverability, validity, and safety. Perform single real-time email verification or batch verify up to 50,000 emails at once. Retrieve detailed metadata including deliverability state, risk score, disposable/free/role-based detection, SMTP provider info, suggested spelling corrections, and name/gender inference. Check account credit balance, monitor batch verification status with callback support, and download completed results.

Help Scout

Manage customer support conversations, customers, and knowledge base content. Create, update, assign, and close conversations across shared mailboxes. Add replies, notes, and attachments to conversation threads. Create and manage customer profiles with contact details and custom properties. Organize customers into companies/organizations. Manage tags, teams, users, and automated workflows. Create and update knowledge base articles, collections, and categories via the Docs API. Access support reporting including conversation volume, response times, user productivity, and customer satisfaction ratings. Configure webhooks to receive real-time notifications on conversation, customer, and organization changes.

Google Contacts

Create, read, update, and delete contacts with rich data fields including names, emails, phone numbers, addresses, organizations, birthdays, and notes. Search contacts by name, email, or phone number. Manage contact groups (labels) by creating, updating, and listing groups and their members. Access "Other contacts" automatically saved by Google. Browse Google Workspace directory profiles. Retrieve authenticated user profile information and public Google profile data. Manage contact photos.

Amplitude

Ingest events, query analytics, download exports, and manage cohorts, taxonomy, user properties, annotations, and privacy requests through Amplitude REST APIs. Discover projects, events, properties, flags, and experiments; compare exposure-to-conversion funnels; create downloadable dashboard and notebook reports; and check saved-chart thresholds on demand. OAuth enables saved-chart discovery and reports. Experiment management reads require a separate management API key. Search users, inspect event history, download session replay chunks and cohort members, and query acquisition-cohort revenue lifetime value and five-minute active users using project credentials.

Re:amaze

Manage customer support conversations across email, chat, social media, and SMS channels. Create, retrieve, update, and search conversations, assign them to staff, and add replies or internal notes. Manage customer contacts and their identities. Create and update knowledge base articles for self-service support. Access support analytics including conversation volume, response times, staff performance, and channel summaries. Manage response templates for common replies. Create and update status page incidents and monitor systems. Retrieve customer satisfaction ratings. Manage staff accounts and retrieve available support channels.

Dataforseo

Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.

Item

Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.

Google Analytics

Query and retrieve analytics reports on user interactions, traffic, and engagement metrics across websites and apps. Send event data to GA4 via the Measurement Protocol for tracking server-side and offline interactions. Manage GA4 accounts, properties, data streams, and user permissions. Create and manage custom dimensions, metrics, audiences, and key events. Generate real-time and funnel reports with configurable dimensions, metrics, date ranges, and filters. Link properties with Firebase, Google Ads, BigQuery, and other Google services. Audit data access and search change history.

Instagram

Publish photos, videos, Reels, Stories, and carousels to Instagram. Retrieve and manage media with metadata such as captions, timestamps, and permalinks. Moderate comments by creating, replying, deleting, hiding, or disabling them. Inspect current API content publishing quota usage. Access account and media-level insights including reach, views, saves, likes, comments, shares, and audience demographics. Search public posts by hashtag. Discover and retrieve mentions of your brand and other business/creator account profiles. Send and receive direct messages including text, media, and story replies within the 24-hour messaging window. Tag products on media for commerce. Receive real-time webhook notifications for new comments, mentions, story insights, and incoming messages.

Whatsapp Business

Send and receive WhatsApp messages at scale, including text, images, audio, video, documents, locations, contacts, and interactive elements (buttons, lists). Manage and send pre-approved message templates for marketing, utility, and authentication purposes. Upload and download media files for use in messages. Retrieve and update WhatsApp Business profile information. Register and manage business phone numbers. Create interactive WhatsApp Flows for sign-ups, surveys, and lead capture. Monitor inbound messages, outbound message statuses, and account events via webhooks.

Microsoft Clarity

Retrieve Microsoft Clarity dashboard metrics, query traffic and behavioral analytics in natural language, and sample session recordings by date range, URL, device, browser, operating system, and location.

Tiktok

Interact with TikTok's consumer and business API ecosystems. Authenticate users via TikTok Login Kit, retrieve user profile information (display name, avatar, bio, follower counts), and query video metadata (views, likes, comments, shares). Post videos and photos to TikTok, manage content publishing workflows, and embed TikTok videos on websites. Create and manage advertising campaigns, ad groups, and ads through TikTok Ads Manager. Build and manage audiences for ad targeting, run ad performance reports, and manage creative assets and product catalogs. Access the Creator Marketplace API for influencer marketing and boosted content. Query public video and comment data for research purposes using filters like hashtag, keyword, region, and date range. Track conversions via the Events API by sharing marketing data from servers, websites, or CRMs. Receive webhook notifications for video publish events, authorization changes, lead generation, ad review status, and creator marketplace order updates. Manage business messaging for real-time user engagement and transfer user data via the Data Portability API.

Crustdata

Enrich, search, and monitor B2B company and people data in real time. Look up companies by domain, name, or ID to retrieve 250+ data points including headcount, funding, web traffic, job openings, and product reviews. Screen and filter companies by firmographic and growth criteria to build targeted prospect lists. Enrich professional profiles using LinkedIn URLs, emails, or name-company combinations to get employment history, skills, and contact info. Search for people by title, location, seniority, function, and recent job changes. Retrieve structured job listings with 30+ data points and 35 search filters. Access social media posts with engagement metrics for people and companies. Perform structured web searches returning entity-linked results for press releases, funding news, and product launches.

Freshdesk

Manage customer support tickets, contacts, companies, and agents. Create, update, filter, merge, and delete support tickets with custom fields, tags, priorities, and assignments. Add replies, notes, and forward emails on ticket conversations. Manage contacts and companies with search, filter, import, and export capabilities. Maintain a knowledge base of articles organized in categories and folders. Run community discussion forums with topics and comments. Track time entries on tickets, configure SLA policies, and set up automation rules with webhook triggers. Manage canned response templates, custom objects, email mailboxes, collaboration threads, and agent groups with auto-assignment. Send outbound WhatsApp messages and handle satisfaction surveys and ratings. Support field service management with service tasks and technician scheduling.

Intercom

Manage customer support conversations, tickets, and contacts on the Intercom platform. Create, update, search, and archive contacts (users and leads) and companies. Send and reply to conversations as admins or on behalf of contacts, assign conversations to teammates or teams, snooze, close, and tag conversations. Create and manage support tickets with configurable types and state transitions. Build and maintain help center articles and collections for self-service knowledge bases. Submit and retrieve custom data events for contact activity tracking. Manage tags, segments, custom data attributes, and custom objects. Send outbound messages via in-app and email channels. Manage AI content sources for the Fin AI agent. Retrieve call data with transcriptions and recordings. Create and manage news items and newsfeeds. Export workspace data and reporting datasets. Manage admin away status and access activity logs. Subscribe to webhooks for real-time notifications on conversation, contact, company, ticket, and content engagement events.

Zendesk

Manage Zendesk Support tickets, ticket comments, users, organizations, Help Center articles, ticket views, groups, ticket fields, and macros. Create, update, resolve, and delete support tickets with assignments, priorities, tags, comments, and custom fields. Search across tickets, users, groups, and organizations, and inspect Help Center categories and sections before managing articles.

Abyssale

Generate images, videos, GIFs, HTML5 banners, and print PDFs from Abyssale designs. Discover designs, templates, projects, categories and fonts; customize generation, retrieve downloadable files, create dynamic image URLs, check credits, and start asynchronous ZIP exports.

Acculynx

Manage roofing contractor business operations including jobs, contacts, estimates, invoices, and payments. Create and search jobs with milestone tracking, assign representatives, and monitor job lifecycle events. Create and retrieve contacts with communication logging. Access estimates, supplements, and financial worksheets. Create and manage invoices, payments, and expenses. Schedule and update appointments via calendars. Upload documents, photos, and videos to jobs. Retrieve company settings such as insurance companies, lead sources, milestones, and trade types. Access reports and manage webhook subscriptions for real-time event notifications on job, contact, and financial changes.

Acuity Scheduling

Create, retrieve, update, cancel, and reschedule appointments. Manage availability by querying open dates and time slots for appointment types and calendars. Block time slots to prevent bookings. Manage client records including creation, retrieval, updates, and deletion. List appointment types, add-ons, calendars, and intake forms. Create and validate gift certificates, packages, and coupons. Retrieve orders and product listings.

Activetrail

Create and manage email and SMS campaigns, send WhatsApp and transactional messages, organize contacts in groups and mailing lists, inspect campaign reports, activate existing automations, maintain reusable email templates, configure webhooks, and discover sending profiles and account balances.

Activecampaign

Manage contacts, deals, and marketing automation for customer experience. Create, update, search, and sync contacts with tags, lists, custom fields, and notes. Build and manage sales pipelines with deals, stages, tasks, and custom fields. Create and send email campaigns with templates and personalization. Subscribe and unsubscribe contacts from lists. Add or remove contacts from automations. Track custom events and site visitor behavior. Manage e-commerce data including orders, customers, and abandoned carts. Send SMS broadcasts and WhatsApp template messages. Define custom object schemas and manage records. Create and manage segments with flexible conditions. Configure webhooks for real-time updates on contact, campaign, deal, and SMS activity.

Addresszen

Verify and standardize postal addresses, validate email addresses, and validate phone numbers. Autocomplete and search addresses in real-time with suggestions from authoritative postal datasets for US and international locations. Cleanse and verify full addresses against trusted sources to return standardized, deliverable address components. Manage API keys, retrieve usage statistics, and export lookup logs.

Adyntel

Retrieve competitive advertising intelligence across major ad platforms. Look up ads running on Meta (Facebook & Instagram), Google, LinkedIn, and TikTok for any company by domain or page URL. Search Meta and TikTok ad libraries by keyword with optional country filters. Fetch ad creatives, copy, media assets, impressions, and audience estimates. Retrieve Google Shopping ads asynchronously. Analyze paid vs. organic keyword performance for a domain, including estimated budgets, CPC, traffic, and keyword position trends.

Adrapid

Create and retrieve visual marketing assets such as animated banners, images, and videos at scale. Generate banners from templates in multiple formats (PNG, HTML5, MP4) and sizes automatically. Override template content including text, images, and CSS properties. Poll banner creation status and download resulting files. Retrieve account information and manage enterprise user access for embedded editor integrations.

Aeroleads

Look up LinkedIn profiles and find business email addresses for B2B lead generation. Retrieve detailed prospect information from LinkedIn URLs including names, job titles, companies, education, skills, emails, and phone numbers. Find verified business emails by providing a prospect's first name, last name, and company domain, with confidence scoring for email accuracy.

Affinity

Manage Affinity people, organizations, opportunities, notes, reminders, list entries and field values. Read lists, field definitions, interaction metadata and relationship strengths. Inspect the current API user and download existing entity files.

Agiled

Manage business operations including CRM, projects, finances, and HR in one platform. Create, update, and retrieve contacts, leads, accounts, and deals with custom pipeline stages. Create and manage projects, tasks, and time entries. Generate and send invoices, estimates, and track expenses. Create contracts, collect e-signatures, and manage proposals. Handle employee records, departments, attendance, and leave tracking. Create and manage support tickets. Track products and packages.

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