CRM and Sales Tools integrations on Metorial

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. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

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. Subscribe to real-time change events via Change Data Capture and Platform Events. 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Programmatically generate visual content (images, videos, PDFs, GIFs, and HTML5 banners) from pre-designed templates. Retrieve and manage design templates, generate single images synchronously or multiple formats asynchronously, create dynamic image URLs for real-time personalization, export generated visuals as ZIP files, customize element properties (text, colors, images, shapes), manage fonts and projects, and leverage AI features for image generation, background removal, and content translation. Supports webhooks for tracking generation, export, and design approval events.

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. Subscribe to webhooks for appointment and order events.

Activetrail

Create, send, and track marketing campaigns via Email, SMS, WhatsApp, and Push Notifications. Manage contacts, groups, and mailing lists with bulk import, segmentation, and subscription status tracking. Build and activate marketing automation workflows with triggers, steps, and A/B split testing. Retrieve detailed campaign reports including opens, clicks, bounces, unsubscribes, and per-domain statistics. Send transactional/operational messages to individual recipients. Manage e-commerce orders and shopping carts, leads and opportunities, signup forms, landing pages, and reusable email templates. Track contact activity history, manage external contacts by third-party IDs, configure webhooks for contact change events, and view account credit balances and sending profiles.

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 contacts, organizations, and deal pipelines in a relationship intelligence CRM. Create, search, update, and delete people, organizations, and opportunities. Track interactions including emails, meetings, and calls. Manage custom lists with configurable fields and field values. Query relationship strength scores between team members and external contacts. Create and manage notes, file attachments, and reminders on any entity. Access enrichment data from Affinity's proprietary database. Subscribe to webhooks for real-time notifications on record changes, list updates, and field value modifications.

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. Listen for events on new contacts, contracts, invoices, projects, tasks, employees, tickets, and CRM changes via webhooks.

Ahrefs

Access Ahrefs SEO data including backlink analysis, keyword research, organic traffic estimates, and SERP analysis. Analyze any domain or URL to retrieve Domain Rating, referring domains, organic traffic, top pages, and anchor text distribution. Research keywords with difficulty scores, search volumes, click metrics, and related suggestions. Retrieve current SERP data for competitive analysis. Monitor keyword ranking positions over time and manage Rank Tracker projects. Access Site Audit data including crawl results, detected issues, and health scores. Monitor brand appearances in AI-generated responses across AI platforms via Brand Radar. Manage Keywords Explorer lists and Rank Tracker projects programmatically.

Aircall

Manage cloud-based business phone system including calls, SMS/MMS messaging, contacts, users, teams, and phone numbers. Retrieve call recordings, notes, and metadata. Transfer calls to users, teams, or external numbers. Create and manage contacts with phone numbers and emails. Send SMS/MMS messages from Aircall numbers. Display contextual insight cards during live calls. Manage tags on calls, configure webhooks for real-time call, message, contact, and user events. Automate outbound dialing with Power Dialer. Monitor user availability and initiate outbound calls on behalf of agents.

Amcards

Send personalized physical greeting cards and gifts to clients, employees, and partners. Create and schedule individual cards using pre-configured Quicksend templates with custom messages and recipient details. Launch drip campaigns to send a series of cards over time for birthdays, anniversaries, holidays, and referrals. Cancel pending cards by contact ID. Search and manage contacts by email or name. Retrieve complete card history including queued, printed, mailed, and delivered statuses. Link cards to external CRM records via third-party contact IDs.

Amplitude

Track user behavior, analyze engagement, and run experiments on a product analytics platform. Ingest event data via HTTP or batch APIs, query dashboard analytics including segmentation, funnels, retention, and session metrics. Export raw event data, look up user profiles, and manage behavioral cohorts. Create and manage feature flags and experiments, evaluate flag variants for users. Manage taxonomy (event types, event properties, user properties), upload lookup tables to enrich event data, and handle chart annotations. Modify user and group properties via Identify APIs, merge user identities, and manage user privacy including GDPR/CCPA deletion and data subject access requests. Provision users and permission groups via SCIM. Stream events, user updates, and cohort membership changes to external webhooks, and receive alerts when KPIs change.

Appcues

Manage in-app product adoption experiences including onboarding flows, tooltips, banners, checklists, and NPS surveys. Create, publish, and unpublish web flows, pins, banners, launchpads, checklists, and mobile experiences. Read, update, and delete end-user profiles and group profiles for targeting and personalization. Track custom user events and retrieve event history. Create, update, and manage user segments with bulk user ID uploads. Import user profiles, group profiles, and events in bulk via CSV or JSON. Export event data with flexible filtering by flow, checklist, NPS, segment, or custom attributes. Configure ingestion filtering rules to control which attributes and events are stored. Manage SDK authentication keys for identity verification. Receive real-time webhook events for NPS interactions, flow completions, checklist progress, banner dismissals, email delivery, and push notifications.

Ascora

Manage field service jobs, customers, quotes, invoices, and payments for trade businesses. Submit enquiries with contact details and custom fields, retrieve customer records, pull quotation and inventory data, and integrate with accounting systems. Retrieve unpaid invoices and payments, then mark them as processed once pushed to external accounting packages. Supports the full job lifecycle from enquiry through quoting, job management, and invoicing.

Autobound

Generate AI-powered personalized sales outreach content including emails, email sequences, call scripts, LinkedIn connection requests, and SMS messages. Enrich prospects with ranked buying signal insights covering job changes, funding, news, SEC filings, hiring trends, tech stack changes, and more. Import contacts into campaigns, subscribe to real-time signal webhooks for company and contact events, and access a B2B database of 270M+ contacts and 11M+ companies. Configure writing style, AI model, word count, insight filters, and sales asset references for content generation.

Aws Ses

Send formatted, raw, and bulk templated emails to recipients. Create and manage reusable email templates with personalization variables. Manage contact lists and topic-based subscription preferences. Verify and configure sending identities (email addresses and domains) with DKIM authentication. Create configuration sets to control delivery options, reputation monitoring, and event tracking. Manage account-level suppression lists for bounces and complaints. Organize dedicated IP addresses into pools for reputation isolation. Monitor deliverability with Virtual Deliverability Manager dashboard and sending statistics. Track email events including sends, deliveries, bounces, complaints, opens, and clicks. Process inbound emails with receipt rules and filters (v1 API).

Ayrshare

Publish, schedule, and manage social media posts across 13 platforms (Facebook, X/Twitter, Instagram, LinkedIn, TikTok, YouTube, Reddit, Telegram, Pinterest, Snapchat, Google Business Profile, Threads, and Bluesky) through a single unified API. Retrieve post and account-level analytics including likes, clicks, and engagement. Manage comments by retrieving, posting, replying to, and deleting them. Send and receive direct messages on Facebook and Instagram. Get, respond to, and delete reviews on Facebook Pages and Google Business Profile. Upload and host media files for use in posts. Auto-generate hashtags, shorten links, and validate content before publishing. Create Facebook ads by boosting posts. Monitor brand presence across platforms. Subscribe to RSS feeds for automatic posting. Manage multiple user profiles and their linked social accounts.

Bannerbear

Generate images, videos, animated GIFs, PDFs, and screenshots from reusable design templates. Apply text, image, color, and other modifications to named template layers to produce media programmatically. Create multi-image collections from template sets, compose movies from multiple video clips with transitions, and capture web page screenshots. Manage templates (create, duplicate, import, update, delete), provide embeddable template editor sessions for end users, and generate images on-demand via signed URLs. Join and rasterize PDFs, run diagnostics on generated media, and manage projects. Supports webhooks for tracking media generation events.

Basin

Manage no-code form backends, submissions, and spam filtering. Create, read, update, and delete form endpoints with unique submission URLs. Retrieve and filter form submissions by date range, spam status, and other criteria. Configure spam protection with CAPTCHA, honeypots, and AI-powered detection. Handle file uploads up to 100MB per file. Manage domains, projects, and organize forms. Set up webhook integrations to forward submission data to external services via HTTP POST with JSON, form-encoded, or custom template payloads. Tag and score submissions using AI-powered Lead Agent. Configure email notifications and autoresponse emails for form submitters.

Beamer

Create, read, update, delete, and search changelog posts and announcements. Schedule and target posts to specific user segments with categories, translations, and rich media. Collect and manage feature requests and ideas from users. Add comments to posts and feature requests. Check NPS survey eligibility for users and retrieve NPS prompt URLs. Retrieve unread post counts and feed URLs. Receive webhooks for new posts, comments, reactions, and NPS scores.

Benchmark Email

Create, schedule, and send email marketing campaigns. Manage contact lists by adding, updating, and removing subscribers in bulk or individually. Track campaign performance metrics including opens, clicks, bounces, and unsubscribes. Upload and manage images for use in campaigns. Create and configure signup forms, surveys, and autoresponders. Set up webhooks on contact lists to receive real-time notifications for subscribes, unsubscribes, profile updates, and cleaned addresses.