CRM and Sales Tools integrations on Metorial

Whautomate

Send and receive omnichannel messages across WhatsApp, Instagram, Telegram, Messenger, and Live Chat. Manage clients and contacts with tagging and segmentation. Schedule and manage appointments, group classes, and participant bookings. Create and send broadcast messages to segmented audiences. Manage services, service categories, staff availability, and business locations. Handle invoices and track payment statuses. Register webhooks to receive real-time notifications for incoming/outgoing messages, client and contact events, appointment updates, class participant updates, and invoice changes.

Wisepops

Export contacts and leads collected through website popup campaigns, including emails, phone numbers, and custom form fields. Retrieve campaign reporting metrics such as display counts, click counts, and email counts. Manage webhooks for real-time notifications on email, phone, and survey form submissions. Delete and suppress end-user data for GDPR/CCPA compliance.

Wix

Manage Wix-hosted websites and business solutions programmatically. Create and manage eCommerce products, inventory, carts, orders, and fulfillment. Handle bookings for appointments, classes, and courses with scheduling and availability. Create and manage events with RSVP and ticketing. Manage blog posts, forum categories, and CMS data collections. Access and update CRM contacts and site members, including roles and authentication. Configure loyalty programs, pricing plans, and subscription management. Manage restaurant menus, orders, and table reservations. Upload and organize media files. Run marketing campaigns and SEO settings. Set up automated workflows triggered by site events. Access site analytics, manage payments, and handle notifications. Account-level operations include managing sites, domains, and team members. Webhooks provide real-time events for orders, bookings, content changes, member activity, and more.

Wiza

Find and verify B2B contact information using LinkedIn data. Enrich individual contacts or bulk lists with verified email addresses, phone numbers, LinkedIn profile details, and company firmographics. Look up contacts by LinkedIn URL, name and company, or email address. Retrieve over 50 data points including work history, skills, education, company industry, headcount, revenue, and funding details. Check credit balance and receive webhook notifications when enrichment completes.

Woodpecker Co

Create, manage, and automate B2B cold email and LinkedIn outreach campaigns. Build multi-step sequences with configurable delays, A/B testing, and delivery time windows. Add, update, search, and manage prospects with custom fields, statuses, and interest levels. Track engagement including opens, clicks, and replies. Manage connected email mailboxes and LinkedIn accounts. Maintain domain and email blacklists. Generate asynchronous campaign performance reports. Handle manual tasks for prospects. Subscribe to webhooks for prospect status changes, engagement events, campaign events, LinkedIn events, and task events. Supports agency-level management of multiple client accounts.

Yelp

Search for local businesses by keyword, category, location, phone number, price level, and transaction type. Retrieve detailed business information including name, address, phone, photos, ratings, hours, and price levels. Access review excerpts and review highlights for businesses. Provide real-time autocomplete suggestions for business, term, and category searches. Match businesses by name and address to obtain Yelp Business IDs. Use conversational AI chat for natural language local business discovery. Manage business listings, respond to reviews, handle leads, book reservations, and manage advertising programs via partner APIs. Retrieve engagement metrics, advertising performance data, and location analytics. Subscribe to webhooks for review and lead event notifications.

Zenserp

Scrape and retrieve structured search engine results from Google, Bing, Yandex, and DuckDuckGo in real time. Perform web searches with geotargeting, language, and result count filters. Search Google Images with size, color, and type filters, and perform reverse image lookups. Retrieve Google News, Shopping, Maps/local business, and YouTube search results. Scrape Google Trends data including keyword popularity over time, geographic breakdowns, and related topics. Look up shopping product details by product ID. Retrieve keyword search volume and CPC data. Check account status and remaining API request quota.

Zixflow

Manage CRM data and send multichannel messages via WhatsApp, SMS, RCS, and Email. Create, read, update, and delete collection records, list entries, and custom attributes. Send WhatsApp template and direct messages, SMS (transactional/promotional), RCS rich media messages, and emails with attachments. Deliver OTPs with automatic multi-channel fallback. Manage activities and tasks tied to CRM records. Retrieve campaign delivery reports across channels. Access workspace member information. Receive webhooks for incoming WhatsApp and RCS messages, SMS delivery reports, and CRM data changes.

Zoho Bigin

Manage contacts, companies, deals, products, and activities in a lightweight CRM for small businesses. Create, read, update, delete, and search records across all modules. Manage related records, notes, and file attachments. Tag records, perform bulk read/write operations, and retrieve CRM metadata including fields, layouts, and custom views. Manage users, roles, and organization details. Subscribe to webhook notifications for real-time updates on record changes.

Zoho Crm

Manage Zoho CRM records across standard and custom modules with the current V8 APIs. Create, read, update, delete, search, and query records; discover module fields, layouts, custom views, and related lists; manage notes, tags, and record attachments; send CRM emails; inspect users and organization metadata; and subscribe to record change notifications.

Zerobounce

Validate email addresses for deliverability, detecting invalid, catch-all, spam trap, abuse, and disposable emails. Score email quality using AI to assess subscriber engagement likelihood. Find business email addresses by name and domain. Search domains for email format patterns. Check email activity data (opens, clicks, forwards, unsubscribes) to identify active inboxes. Upload and process bulk email lists for validation and scoring. Evaluate email list health with estimated bounce rates. Retrieve WHOIS and website availability information for domains. Manage allowlists and blocklists for custom validation filtering. Check account credit balance and API usage statistics.

Zoho Desk

Manage customer support tickets, contacts, accounts, and knowledge base articles. Create, update, search, and delete support tickets with custom fields, priorities, statuses, and assignments. Handle ticket threads (email conversations), comments, attachments, and approvals. Manage customer contacts and company accounts with associated activities. Create and organize knowledge base articles with categories, translations, and versioning. Track agent availability and channel preferences. Log time entries against tickets and tasks with cost tracking. Manage tasks, calls, and calendar events tied to support operations. Configure departments for ticket routing and agent assignments. Search across tickets, contacts, accounts, and other modules. Receive real-time webhook notifications for changes to tickets, contacts, accounts, agents, articles, tasks, calls, time entries, and instant messaging sessions.

Zoominfo

Search and enrich B2B contact and company data from ZoomInfo's database of over 200 million business profiles. Look up contacts by title, company, location, and other filters. Enrich records with direct dials, email addresses, job titles, firmographics, technographics, corporate hierarchy, and funding details. Access intent data to identify accounts actively researching relevant topics. Retrieve actionable scoops and news about companies. Resolve anonymous website visitors to company-level data via WebSights. Manage data privacy compliance for GDPR and CCPA. Perform bulk search and enrichment operations at scale. Track credit and API usage. Receive real-time webhook notifications when previously enriched contact or company records change.

Zoho

Manage core Zoho workflows across CRM, Desk, Books, People, and Projects. Retrieve, search, create, update, delete, and inspect related CRM records. Manage Desk tickets and contacts. Work with Books organizations, invoices, contacts, and expenses. List People forms and manage form/employee, leave, and attendance data. Discover Projects portals and manage projects, tasks, and milestones.

Doppler Marketing Automation

Manage email marketing campaigns, subscriber lists, and contact data for Doppler Marketing Automation (fromdoppler.com). Create, send, and delete email campaigns programmatically. Build and organize subscriber lists, import contacts individually or in bulk, and assign custom fields and tags to subscribers. Retrieve campaign performance reports including opens, clicks, bounces, unsubscribes, delivery rates, and geolocation data, filterable by date range. Create and manage custom fields for subscriber personalization and segmentation. Access removed and unsubscribed contact listings filtered by date. Bulk import operations support a callback URL for completion notification.

Dotsimple

Create, schedule, publish, and manage social media posts across multiple platforms including Facebook, Instagram, LinkedIn, X/Twitter, TikTok, Pinterest, YouTube, and Mastodon. Manage connected social accounts, browse and delete media files, create and organize tags with custom colors, and retrieve account-level analytics reports. Supports platform-specific post options (e.g., TikTok privacy, YouTube visibility, Instagram post type), bulk post deletion, publishing queues, and autoresponder management.

Drip

Manage ecommerce-focused email marketing and CRM. Create, update, list, and delete subscribers with custom fields, tags, and lead scores. Run email series campaigns (drip sequences) and one-time broadcasts. Build and manage automation workflows, including starting or removing subscribers. Track shopper activity by creating and updating orders, carts, and products. Record custom events and conversions for subscribers. Manage tags for segmentation and automation triggers. Configure webhooks to receive real-time notifications on subscriber lifecycle changes, email engagement, lead scoring, and behavioral events. List forms, custom fields, and account information.

Drift

Manage contacts, conversations, and messaging for conversational marketing and sales. Create, retrieve, update, and delete contacts with custom attributes, list custom fields, post timeline events, start conversations, send bot messages, retrieve message history, export transcripts through attachments, inspect conversation status counts, manage accounts, retrieve playbooks, track booked meetings, list teams, inspect token metadata, and update user availability.

Dripcel

Send SMS and bulk email campaigns with ML-optimized delivery timing and targeting. Manage contacts with tags, custom fields, and bulk upload (up to 100K per request). Track message deliveries, view send logs, and search contact replies classified as opt-in, opt-out, or unknown. Upload sale conversions and postbacks tied to campaigns. Check compliance of cell numbers against campaign targeting rules before sending. Manage campaign exchange transactions as a buyer. List and manage email templates, tags, and campaigns. Check organization credit balance. Receive webhook notifications when contacts reply to campaign sends.

Dropcontact

Find, verify, and enrich B2B contact and company data. Look up professional email addresses from name and company combinations, LinkedIn URLs, or existing emails. Qualify email addresses by type (nominative, catch-all, generic) and domain (professional, personal). Enrich contacts with job title, phone number, LinkedIn profile, company details, SIREN/SIRET registration data, employee count, and turnover. Check remaining API credits and configure webhooks for enrichment result notifications.

Dub

Create, update, delete, and list short links with custom domains, slugs, UTM parameters, expiration dates, and device/geo-targeting. Generate branded QR codes for links. Retrieve click, lead, and sale analytics with breakdowns by country, city, browser, device, and referrer. Track conversions by recording lead and sale events to attribute user signups and purchases to specific links. Manage customers and associate them with link clicks for attribution. Organize links with tags and folders. Manage partner/affiliate programs including enrolling partners, tracking commissions, and processing payouts. Configure custom domains for short links. Retrieve Open Graph metatags for any URL. Listen to real-time webhook events for link clicks, conversions, partner activity, and more.

Dynamics 365

Unified Microsoft Dynamics 365 connector for Dataverse, Sales, Customer Service, Field Service, Contact Center, Customer Insights, Finance, Supply Chain, Project Operations, Commerce, Human Resources, and Business Central. Tools use explicit subservice-prefixed IDs and resource-specific Microsoft auth inputs.

Echtpost

Send real physical postcards programmatically through the German EchtPost platform. Create and schedule postcard deliveries using pre-designed templates, manage recipient contacts and groups, and list available postcard templates. Supports scheduling delivery dates, configuring email notifications for send events, specifying recipients inline or by contact/group ID, and sending bulk postcards to recipient groups. Requires a prepaid account balance for sending.

Emailoctopus

Manage email marketing lists, contacts, campaigns, and automations. Create, update, and delete contact lists and contacts with custom fields and tags. Bulk update contacts and upsert contacts by email. Retrieve campaign details and access campaign performance reports including opens, clicks, bounces, complaints, and unsubscribes. View contact-level and link-level campaign analytics. Trigger API-based automations for specific contacts. Receive webhooks for contact events such as creation, updates, deletions, bounces, clicks, complaints, opens, and unsubscribes.

Emaillistverify

Verify and validate email addresses for deliverability, safety, and accuracy. Perform single or bulk email verification to detect invalid addresses, spam traps, disposable emails, catch-all domains, and syntax errors. Find business email addresses by name and domain, search domains for associated email addresses, and enrich email data with profile details such as full name, gender, and email service provider. Upload CSV or text files for bulk verification, poll job status, and download verified results.

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 and monitor batch verification status with callback support.

Endorsal

Collect, manage, and display customer testimonials and reviews. Create and manage contacts for review request campaigns. Send automated review requests via email and SMS through AutoRequest campaigns. Create, retrieve, update, and delete testimonials with star ratings, tags, and customer details. Import reviews from external platforms like Google, Facebook, Yelp, and Tripadvisor. Generate pre-filled SuperLinks to reduce friction in the review process. List and monitor widget configurations for embedding social proof on websites. Track campaign delivery stats including open and click rates. React to new testimonial submissions via webhook events.

Emelia

Create and manage multi-channel B2B prospecting campaigns combining cold email and LinkedIn outreach. Add, remove, and manage contacts and contact lists across email, LinkedIn, and advanced campaigns. Configure multi-step email sequences, start/pause campaigns, send test emails, and reply to prospects via a merged inbox. Retrieve campaign statistics including opens, clicks, and replies, and view activity logs. Find and verify professional email addresses and phone numbers using asynchronous job-based lookups. Manage email sending providers (mailboxes), enable or disable email warmup for sender reputation. Create and manage LinkedIn Sales Navigator scrapers to extract contact data at scale — start, pause, resume, rename, split, delete scrapers, enrich scraped data, and download results. Manage LinkedIn authentication credentials. Set up webhooks to monitor campaign events (opens, clicks, replies) and scraper completion. Blacklist contacts and set custom fields on individual contacts.

Engage

Manage customers, track events, and send transactional messages across multiple channels. Create, update, archive, and merge user profiles with custom attributes. Organize customers into accounts and subscription lists with double opt-in support. Track custom events for segmentation and automation. Send transactional emails using HTML, text, or templates with tracking options. Send transactional SMS via integrated providers like Twilio and Termii. Manage device tokens for push notifications. Perform batch operations for bulk user and event processing.

Enginemailer

Manage email marketing campaigns, subscribers, and transactional emails. Add, update, deactivate, or delete subscribers with custom fields and tags. Create and send email campaigns with HTML content. Send transactional emails with personalization, attachments, and templates. Set up autoresponders and automated email sequences. Track campaign performance including open rates, click-through rates, bounces, and unsubscribes. Receive real-time webhook notifications for delivery, bounce, open, click, unsubscribe, and spam complaint events.

Enigma

Search, match, and enrich U.S. business data using Enigma's comprehensive database. Look up businesses by name, address, website, or person information and retrieve unified profiles with identity, financial health, and market rank attributes. Perform Know Your Business (KYB) verification including name, address, Secretary of State, TIN, and OFAC watchlist screening. Screen businesses and persons against government sanctions and compliance watchlists. Enrich CRM and prospect databases with revenue, growth signals, industry classification, and contact information. Query business relationships, brands, and operating locations via a flexible GraphQL API.

Erpnext

Manage enterprise business processes across ERPNext's integrated ERP platform. Create, read, update, and delete any business document (DocType) including Sales Invoices, Purchase Orders, Customers, Employees, and Items. Manage accounting and finance with Sales Invoices, Purchase Invoices, Payment Entries, Journal Entries, and chart of accounts. Track inventory and stock levels with Stock Entries, Warehouses, Material Requests, and Delivery Notes. Handle the full sales and CRM pipeline including Leads, Opportunities, Quotations, Sales Orders, and customer interactions. Manage purchasing with Suppliers, Purchase Orders, and Requests for Quotation. Administer human resources including Employees, Attendance, Leave Applications, Payroll, and Expense Claims. Support manufacturing with Bills of Materials, Work Orders, and Production Plans. Create and track Projects, Tasks, and Timesheets. Upload files, call custom server-side methods, extract reporting data, and receive webhooks on document lifecycle events such as creation, update, submission, cancellation, and deletion.

Eventbrite

Create, retrieve, update, publish, and unpublish events within an organization. Manage ticket classes, orders, and attendee registrations. Track attendee check-ins and check-outs. Create and manage venues, organizer profiles, and discount codes. Retrieve authenticated user details and associated organizations. Access structured content for rich event descriptions. Receive real-time webhooks for event lifecycle changes, order placements, and attendee updates.

Evenium

Create and manage professional events with details like title, dates, location, and description. Add and track participants with registration status, contact details, and CRM mapping. Retrieve event lists and participant rosters. Manage contacts database. Monitor ticket orders and updates. Track participant status changes including invited, registered, confirmed, cancelled, and attended. Supports external ID fields for CRM integration with Salesforce and Veeva.

Facebook

Manage Facebook Pages, publish posts, photos, videos, and links to Pages. Access user profile data including name, email, and birthday. Read ad accounts, list campaigns, track ad performance, and retrieve marketing insights. Read and manage comments, list reactions, and inspect shares on posts. Retrieve Page and post analytics including reach, engagement, and demographics. Subscribe to and retrieve leads from Lead Ads. Send and receive messages via Page Messenger. Search for places, pages, and public objects. Subscribe to real-time webhooks for page feed changes, new messages, lead generation events, and permission changes.

Faraday

Build and manage predictive AI pipelines for customer behavior. Ingest first-party data via CSV uploads or connections to external sources (Snowflake, BigQuery, Salesforce, Shopify, etc.). Define cohorts based on customer events, train propensity models (likelihood to convert, churn, repurchase), generate spend/LTV forecasts, and create AI-powered persona segments. Deploy predictions via real-time Lookup API, export to ad platforms (Facebook, Google Ads, LinkedIn, TikTok), databases, or CSV downloads. Build product recommenders, analyze market opportunities, enrich records with 1,500+ consumer attributes from Faraday's Identity Graph. Configure webhook notifications for resource status changes. Manage scopes to control what predictions are generated for which populations, with bias mitigation support.

Findymail

Find and verify professional B2B email addresses, phone numbers, and company information. Look up verified emails from names and company domains, verify email deliverability, perform reverse email lookups to find LinkedIn profiles, find direct phone numbers from LinkedIn profiles, enrich company data from domains or URLs, search for employees by company and job title, and discover leads using natural language AI-powered queries. Manage contact lists and check account credit balance.

Fillout Forms

Manage online forms, surveys, and quizzes. List and retrieve form definitions with question metadata, calculations, and quiz configuration. Create, retrieve, filter, and delete form submissions programmatically. Access submission data including responses, scheduling details, payment information, and quiz scores. Subscribe to webhooks for real-time new submission notifications.

Firmao

Manage CRM and ERP operations for small and medium businesses. Create, read, update, and delete customers, contact persons, projects, tasks, and sales opportunities. Generate and manage invoices, pro forma invoices, receipts, correction invoices, offers, orders, and contracts with line items and pricing. Track products and services with stock levels, manage warehouse documents (GRN/GIN), and monitor sales pipelines. Record employee work time entries, create sales notes linked to customers and projects, and query emails stored in Firmao's mail system. Upload and download file attachments on tasks, projects, products, customers, and other objects. Retrieve PDF versions of invoices and offers using configured templates. Supports filtering with comparison operators, sorting, and custom fields across all object types.