CRM and Sales Tools integrations on Metorial

Bidsketch

Create, send, and track professional business proposals. Manage clients with contact details and notes. Create and organize reusable fee items (fixed, hourly, monthly, yearly, or custom) and content sections. Build proposals from scratch or templates with configurable taxes, discounts, and approval messages. Receive webhook notifications when proposals are created, sent, viewed, accepted, or declined.

Better Proposals

Create, send, and track professional business proposals, contracts, and sales documents. Manage proposals by status (new, opened, sent, signed, paid) with digital signature support and payment collection. Create and assign custom cover designs, use templates for new proposals, and define document types. Manage client companies and quotes. Retrieve account settings, brand configurations, supported currencies, and custom merge tags for dynamic content personalization. Monitor proposal lifecycle events including creation, sending, opening, signing, and payment.

Bettercontact

Enrich B2B contacts by finding verified work email addresses and mobile phone numbers using waterfall enrichment across 20+ data sources. Submit single or batch contacts for asynchronous enrichment, retrieve results by request ID, and receive webhook notifications on completion. Check account credit balances. Results include deliverability status, data provider source, and contact metadata like gender.

Bigmailer

Manage multi-brand email marketing and transactional email sending. Create and manage brands, contacts, lists, suppression lists, custom fields, and senders. Send transactional emails with merge tags and field values. Create and list bulk marketing campaigns with A/B testing support. Upsert contacts with email validation, manage contact subscriptions across lists, and track bounces and complaints. Receive webhook events for bounces, clicks, opens, unsubscribes, and spam complaints.

Bigpictureio

Enrich and look up B2B company data from a database of 20M+ company profiles. Convert domain names into detailed company profiles including firmographics, industry classification, technology stack, financials, employee count, social profiles, and location data. Resolve IP addresses to identify the company behind website traffic, with confidence scores and geolocation. Retrieve company logos by domain. Track website visitors and associate them with company and user traits using a JavaScript SDK. Supports asynchronous webhook delivery for enrichment results.

Blackbaud

Manage nonprofit and educational institution data through Blackbaud's SKY API. Create, read, update, and delete constituent records (donors, prospects, volunteers) with addresses, emails, phone numbers, relationships, and custom fields. Track gifts and donations including pledges, recurring gifts, acknowledgements, and soft credits. Manage fundraising opportunities, campaigns, funds, and appeals. Track prospect assignments and cultivation activities. Access financial management data including general ledger accounts, journal entries, invoices, and vendors. Manage education data for K-12 schools including students, academics, admissions, and schedules. Run custom lists and queries against Raiser's Edge NXT and Financial Edge NXT. Subscribe to webhook events for constituent changes, gift activity, and action updates.

Bonsai

Manage freelance and agency business operations including clients, proposals, contracts, invoices, projects, and deals. Create and update client records with contact details and notes. Send proposals and track when they are viewed or accepted. Generate contracts with e-signatures and monitor signing activity. Create and send invoices with automated payment reminders, track payment status, and support recurring invoices. Manage projects and tasks with assignees, due dates, priorities, and time tracking. Track deals through pipeline stages. Collect form responses and schedule events. Receive event notifications when proposals are viewed/accepted, contracts are viewed/signed, invoices are viewed/paid, deals are updated, tasks are updated, events are scheduled, and forms are submitted.

Booqable

Manage equipment and product rentals through a cloud-based rental platform. Create and manage customers, products, inventory, and rental orders through their full lifecycle (draft, reserved, started, stopped, archived). Track real-time inventory availability across multiple locations and clusters. Process payments, authorizations, and refunds via Stripe or manual methods. Generate and manage invoices, quotes, and contracts with digital signatures. Configure flexible pricing with tiered structures, tax regions, coupons, and discounts. Manage stock items with barcodes and unique identifiers. Send customizable emails to customers with dynamic templates. Organize products into bundles and collections for an online store. Register webhooks for real-time notifications on order, customer, product, payment, and document events.

Botsonic

Build and manage custom AI chatbots trained on your own data. Generate AI-powered responses from bots, create and delete bots, and upload training data in PDF, DOC, DOCX, URL, sitemap, or text formats. Manage FAQs for precise answers to common questions, configure starter questions to guide user interactions, and retrieve conversation history for analytics and quality assurance. Supports both synchronous and streaming response modes.

Botbaba

Manage and deploy no-code chatbots for WhatsApp and web channels. Retrieve bot listings, send WhatsApp template messages via 360Dialog or Gupshup, and handle e-commerce workflows including ordering, payments, and cart abandonment. React to event triggers such as payment success/failure, chat completion, and cart abandonment by sending outbound HTTP requests, WhatsApp messages, Telegram messages, or emails. Supports lead generation, SMS campaigns, and integration with e-commerce platforms like Shopify and WooCommerce.

Bouncer

Verify and validate email addresses for deliverability, toxicity, and domain health. Perform real-time single email verification or batch verify up to 500,000 emails asynchronously. Check if emails are deliverable, undeliverable, risky, or unknown, and detect disposable, role-based, or catch-all addresses. Run toxicity checks to identify breached, spam-trap, or complainer emails on a 1-5 scale. Verify domain MX records and catch-all behavior. Monitor account credit balance for usage tracking.

Braze

Track and manage user profiles with attributes, custom events, and purchases. Send personalized messages across email, push notifications, in-app messages, SMS, Content Cards, and webhooks. Trigger and schedule campaigns and multi-step Canvas journeys programmatically. Export campaign and Canvas analytics, KPIs, and user data. Manage audience segments, subscription groups, catalogs, email templates, content blocks, and preference centers. Handle email blocklists, hard bounces, and invalid phone numbers. Upload media assets and provision dashboard users via SCIM. Stream real-time message engagement and customer behavior events through Currents.

Brandfetch

Retrieve company brand assets and data by domain, ticker, ISIN, or cryptocurrency symbol. Look up logos (with light/dark themes in SVG, PNG, WebP), color palettes, fonts, images, company descriptions, and firmographic data (employee count, founding year, industry, headquarters). Search brands by name for autocomplete experiences. Resolve raw payment transaction descriptors to merchant brands. Embed brand logos via CDN URLs with customizable dimensions, formats, and fallback options. Monitor brand data changes via webhooks for updates, claims, verifications, and deletions.

Breeze

Manage church member records, families, tags, events, attendance, contributions, forms, and volunteers. Create, update, and delete people profiles with custom fields. Organize members into families and tag-based groups with hierarchical folders. Create and manage church events and calendars, record attendance and check-ins. Add financial contributions with fund allocations, batch grouping, and donor matching. List and manage forms and form entries. Schedule volunteers with role assignments for events. Query the account activity log to detect changes across people, contributions, events, tags, forms, and more.

Brevo

Send transactional and marketing emails, SMS, and WhatsApp messages. Manage contacts, lists, segments, and subscriptions. Create and schedule marketing campaigns across email, SMS, and WhatsApp channels. Track sales pipelines with deals, companies, tasks, and notes via the CRM. Integrate eCommerce data for order tracking, product management, and revenue attribution. Configure live chat conversations, send and receive agent messages, and manage chat widgets. Set up loyalty programs with member enrollment, point credits/debits, rewards, and tier management. Track custom user events for segmentation and automation triggers. Manage senders, domains, DNS authentication, webhooks, and account settings. Receive real-time webhook notifications for email delivery, SMS status, campaign events, inbound emails, CRM activity, payments, and loyalty events.

Brilliant Directories

Create, read, update, delete, and search members, leads, reviews, and content posts in online membership and business directory websites. Manage member subscriptions, transactions, and credits. Create and manage widgets, post types (categories), and album photos. Track user clicks and verify login credentials for SSO. Unsubscribe members from email campaigns. Receive webhooks for form submissions including member signups, lead submissions, review submissions, newsletter events, and post creation/updates. Supports smart list webhooks on scheduled cron jobs and custom webhook events for any form or smart list.

Close

Manage leads, contacts, opportunities, and sales pipeline in Close CRM. Create, read, update, and delete leads and contacts with custom fields. Track and log activities including emails, calls, SMS, meetings, notes, and WhatsApp messages. Send emails and manage email threads and templates. Create and manage tasks, opportunities with configurable statuses and pipelines, and email sequences for automated outreach. Search and filter leads with advanced queries and Smart Views. Generate sales reports and exports. Manage custom fields, custom activities, custom objects, scheduling links, connected email accounts, users, roles, and organization settings. Perform bulk operations on leads and other objects. Subscribe to webhooks for real-time event notifications on CRM data changes.

Cody

Create and manage custom AI bots trained on your own knowledge base. Upload documents (text, HTML, files, or web URLs), organize them into folders, and build conversations with AI bots that generate responses based on uploaded knowledge. Manage conversations with focus mode to restrict responses to specific documents. Send messages and receive AI-generated answers via standard responses or real-time SSE streaming.

Convertkit

Manage email subscribers, tags, forms, sequences, and broadcasts for creator-focused email marketing. Create and send broadcast emails, enroll subscribers in automated drip sequences, organize subscribers with tags and custom fields, import purchase data, and build subscriber segments. Supports webhooks for subscriber events including activations, unsubscribes, bounces, form subscriptions, tag changes, link clicks, and product purchases.

Convolo Ai

Trigger phone calls to leads and connect them with available sales agents using Speed To Lead™. Retrieve call reports and statistics for both inbound (Speed To Lead) and outbound (Power Dialer) sales campaigns. Filter call data by date range, status, agents, teams, and projects. Receive webhook events for call lifecycle stages including call started, ringing, answered, ended, and post-call summaries with AI-generated transcripts. Dynamically assign agents to calls and pass lead details such as phone number, name, and email. Access aggregated call metrics including total calls, answered calls, missed calls, talk times, and AI talk time breakdowns.

Copper

Manage contacts, companies, leads, opportunities, projects, tasks, and activities in Copper CRM. Create, read, update, and delete person and company records with support for bulk operations. Track sales opportunities through configurable pipelines with stages, customer sources, and loss reasons. Convert leads into people, companies, or opportunities. Log activities like calls, meetings, and notes against CRM records. Define custom fields to extend the data model and create relationships between entities. Upload and manage file attachments, organize records with tags, and manage users and account details. Subscribe to webhooks for real-time notifications on record creation, updates, and deletions.

Crisp

Manage customer conversations, contacts, and support operations across multiple channels. Send and receive messages (text, files, audio, carousels) in conversations, assign conversations to operators, and track conversation states. Create, update, search, and manage contact profiles with custom data, events, and subscription status. Build and manage helpdesk knowledge base articles with multi-language support. Create and manage marketing campaigns including one-shot and automated campaigns. Configure website workspace settings, chatbox appearance, and operator roles. Track visitors in real-time, monitor website availability status, and access analytics for messaging, contacts, ratings, and campaigns. Receive real-time events via webhooks or WebSocket for session changes, messages, campaigns, and more.

Curated

Manage curated email newsletters, including collecting and organizing links, creating draft issues, managing subscribers, and retrieving publication data. List and retrieve publications, create and delete draft issues with categorized content, collect and update links with metadata, subscribe and unsubscribe emails, and retrieve category configurations. Note: issues cannot be published via the API and no webhook events are available.

Crowterminal

Post and schedule content to social media platforms including TikTok, X (Twitter), and Instagram. Operates as a skill/plugin within the OpenClaw agent framework to automate cross-platform social media publishing.

Cuttly

Shorten URLs, manage shortened links, and retrieve click analytics. Create short links with custom aliases, branded domains, and UTM parameters. Edit link properties including destination URL, title, tags, password protection, expiration rules, mobile redirects, deep links, and AB/C split testing. Retrieve detailed click statistics with breakdowns by referrer, geography, device, browser, OS, and language. Supports team-based link management.

Customgpt

Create and manage custom AI chatbot agents powered by your own content. Ingest data from websites, documents, PDFs, audio, video, and 1400+ file formats to build RAG-powered knowledge bases. Send messages to agents and manage conversations with session tracking. Retrieve citations, trust scores, and claim verification for responses. Configure agent personas, settings, and behavior rules. Organize documents with labels and control user access. View analytics including customer intelligence, traffic, query, and conversation metrics. Export leads and conversation data. Manage agent licenses, data source syncing, and document reindexing.

Customerio

Track customer behavior and attributes, send targeted messages (email, SMS, push, in-app, Slack), and manage marketing automation workflows. Create and update people profiles, track events and page views, manage segments, trigger transactional messages and broadcasts, manage objects and relationships, handle collections of reusable data, register devices for push notifications, and bulk import/export people data. Receive real-time reporting webhooks for message activity events like sends, opens, clicks, and bounces.

Dadataru

Standardize, validate, enrich, and autocomplete Russian contact and business data. Clean and normalize addresses, phone numbers, emails, personal names, passport numbers, birthdates, and vehicle identifiers. Provide type-ahead address suggestions with regional constraints and granularity controls. Geocode addresses to coordinates and reverse-geocode coordinates to addresses. Detect user location by IP address. Look up companies and individual entrepreneurs by INN, KPP, or OGRN, returning details on founders, executives, financials, licenses, and affiliations. Identify organizations by corporate email domain. Look up banks by BIK, SWIFT, or INN. Search Russian government reference directories including tax offices, postal offices, metro stations, OKVED codes, and delivery service IDs. Access company directories for Belarus and Kazakhstan. Anonymize personal data for testing and analytics. Retrieve account balance, usage statistics, and data freshness versions.

Data 247

Look up phone carrier information, SMS/MMS gateway addresses, and caller name (CNAM) data. Verify emails, postal addresses, and phone numbers. Append contact data such as phone numbers, email addresses, names, and demographic profiles via reverse lookups. Geolocate IP addresses to determine city, state, country, and coordinates. Check phone numbers against the Federal Do-Not-Call list for compliance. Detect fraud through user identity cross-referencing and spam phone number lookups. Subscribe to data feeds for new movers, phone connects/disconnects, restaurant openings, and ported numbers. Check account balance.

Datagma

Enrich B2B contact and company profiles with 75+ real-time data points. Find verified work emails and mobile phone numbers from names, LinkedIn URLs, or company details. Detect job changes for contacts, perform reverse lookups by phone number or email, identify people at companies by job title, and enrich Twitter/X profiles. Check account credit balance.

Deadline Funnel

Start personalized deadline countdowns and countdown timers for individual subscribers in evergreen and launch campaigns. Track sales via webhooks with email, purchase date, amount, and currency. Integrate with email service providers to automatically trigger deadlines from automation rules. Create custom events for social proof displays and analytics. Manage ConvertHub portals with opt-in forms, microsurveys, and social proof widgets. Monitor new portal creations, custom events, and opt-in form submissions.

Demio

Manage webinar events, register participants, and track attendee engagement on Demio. List and retrieve details for live, series, and automated webinar events. Register participants programmatically and generate unique join links. Retrieve participant and attendance data for specific event dates. Subscribe to webhooks for real-time notifications on registrations, attendee joins, webinar completions, and no-shows.

Delighted

Send customer experience surveys (NPS, CSAT, CES) via email or SMS and collect feedback programmatically. Create and manage survey recipients with custom properties, retrieve survey responses with scores, comments, and tags, and access aggregated metrics like NPS scores. Manage Autopilot recurring survey automation, handle pending survey requests, unsubscribe people, and receive webhooks for survey response and unsubscribe events.

Dialpad

Manage business communications including voice calls, SMS messaging, video meetings, and contact center operations. Initiate and control calls, send SMS messages, manage users and contacts, configure call centers with agent duty status and skill levels, set up call routing with IVR menus, retrieve AI-generated call transcripts and recaps, send faxes, manage phone number assignments, subscribe to real-time webhook events for calls and messages, run analytics reports, and administer company settings including access control policies and blocked numbers.

Dialmycalls

Send mass voice call broadcasts, SMS/MMS text message broadcasts, and email notifications to groups of contacts. Manage contacts and contact groups, create audio recordings via text-to-speech, URL upload, or phone, and configure caller IDs and vanity numbers. Schedule or immediately send broadcasts with options like answering machine detection, push-to-talk, telephone polling, and opt-out handling. Retrieve broadcast delivery statuses, manage inbound text messages, handle do-not-contact lists, and create sub-accounts. Supports US and Canada.

Docsbot Ai

Create and manage custom AI chatbots trained on your own documentation, websites, and content sources. Manage teams, bots, and training sources programmatically. Chat with AI agents via multi-turn conversations with streaming responses, multimodal inputs, and support escalation. Upload documents and files as training sources. Rate answers, track question and conversation history, and retrieve full conversation sessions with metadata and user feedback. Configure bot settings including AI model, language, custom prompts, and branding.

Veriphone

Validate, format, and enrich phone numbers worldwide. Verify if a phone number is valid and retrieve metadata including country, region, carrier, line type (mobile, landline, toll-free, etc.), and formatted representations (international, local, E.164). Generate example phone numbers for any country and phone type combination for testing purposes.

Wati

Send and receive WhatsApp messages, manage contacts, and run broadcast campaigns. Send session messages, template messages, interactive button and list messages, and file attachments. Manage contacts by adding, updating, and assigning them to teams. Retrieve conversation history and assign chats to operators. Create, retrieve, and delete WhatsApp message templates. Launch and manage chatbot flows for contacts. Run broadcast campaigns with targeted template messages. Access sales analytics and lead stage data. Send order details and track payment statuses via WhatsApp Pay. Configure webhooks to receive notifications for inbound messages, delivery statuses, template updates, and account events.

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.