CRM and Sales Tools integrations on Metorial

Nocrmio

Manage leads, prospects, and sales pipelines for sales teams. Create, update, assign, filter, and delete leads with statuses, pipeline steps, tags, amounts, and reminders. Add comments and attachments to leads, track full action history, and send emails from leads using templates. Create and manage prospecting lists, convert prospects into leads, and search prospects by email or field. Handle post-sales processes with task management. Create and manage client folders, users, and teams. Configure pipelines, steps, activity types, categories, tags, and custom fields. Assign leads via direct, random, round-robin, or weighted round-robin methods. Detect duplicate leads and manage webhooks for lead, prospect, task, and account events.

Nusii Proposals

Create, send, track, and manage business proposals for freelancers and agencies. Manage clients with contact details, preferred currency, and locale settings. Build proposals from reusable templates with text and cost sections, including line items with fixed, recurring, or per-unit pricing. Send proposals to multiple recipients with configurable subject, message, CC/BCC, and signer eligibility. Track proposal activity including client views, PDF downloads, email opens, acceptances, and rejections. Filter proposals by status (draft, pending, accepted, rejected, clarification). Manage sections and line items within proposals and templates. Retrieve account info, users, and available themes. Subscribe to webhooks for proposal and client lifecycle events.

Nutshell

Manage CRM data for small and medium-sized businesses. Create, retrieve, update, and search contacts, accounts, and leads. Track sales pipelines by moving leads between stages, assigning owners, and recording outcomes (won/lost). Log activities such as calls, meetings, and emails. Create and manage tasks for follow-ups. Add notes and files to records. Associate products, competitors, sources, and custom fields with leads. Retrieve users, teams, tags, markets, industries, and pipeline configurations. Access entity timelines for interaction history. Receive webhooks for changes to leads, contacts, accounts, activities, products, and competitors.

Omnisend

Manage ecommerce marketing automation across email, SMS, and push notifications. Create, update, and list contacts with subscription statuses and custom properties. Manage product catalogs and categories. Track customer behavior events including cart actions, order lifecycle, and product views. Send custom events to trigger automation workflows such as abandoned cart, order confirmation, and browse abandonment. List and view campaigns and automations. Retrieve brand information. Export analytics data including campaign performance, engagement metrics, revenue attribution, and audience growth.

Onedesk

Create, update, and search for tickets, tasks, and other work items with custom fields, priorities, and assignments. Manage projects and portfolios hierarchically. Track time with timesheets and work logs. Create and manage invoices and quotes. Handle customer and organization records. Add internal comments and public-facing messages to work items. Search and filter across items, projects, and entities using property-based conditions.

Onesignal Rest API

Send push notifications, emails, SMS/MMS, and in-app messages through a unified multi-channel messaging API. Create and manage message templates for push, email, and SMS. Target messages to segments, individual users, or specific devices with dynamic personalization and multi-language support. Create, view, update, and delete users and their subscriptions (devices) across platforms. Manage custom data attributes (tags) on users. Create and delete audience segments using filters like activity, country, tags, and message engagement. Export user, subscription, and event data for analytics. View message delivery analytics including open rates and click data. Create, update, and manage apps and API keys programmatically. Configure webhooks for real-time event streaming including notification displayed, clicked, and dismissed events.

Onepage

Manage contacts, companies, deals, and sales activities in OnePageCRM. Create, update, and delete contacts with detailed fields including emails, phones, tags, statuses, and custom fields. Track sales pipelines by managing deals with stages, amounts, and statuses (pending/won/lost). Log notes, calls, and meetings against contacts to record interactions. Manage the Action Stream — a prioritized task list of next actions due per contact. Organize contacts into companies, configure predefined products/services for deals, and manage lead sources, contact statuses, and relationship types. Upload and manage file attachments on deals, notes, calls, and meetings. Receive webhook notifications for changes to contacts, actions, deals, and notes.

Optimizely

Manage A/B testing experiments, feature flags, and content across Optimizely's digital experience platform. Create and configure web experiments, feature rollouts, and flag rulesets with traffic allocation. Manage content marketing workflows including tasks, campaigns, assets, briefs, and publishing events. Upload and organize digital assets in folders with permissions. Send and track email marketing campaigns with recipient lists, target groups, and opt-in processes. Access real-time email engagement events including opens, clicks, bounces, and unsubscribes. Manage CMS content items, content types, and site definitions. Query indexed content via GraphQL with filtering, sorting, and faceting. Integrate customer data through ODP including profiles, events, segments, and real-time audience segmentation. Export raw experimentation event data for analysis. Receive webhook notifications for datafile updates, content workflow changes, email engagement events, and content synchronization.

Page X

Submit and capture leads into the PageXCRM platform from external sources such as websites, ad platforms, or other applications. Create new lead records with contact details including name, email, phone, source platform, and country. The API is a one-way lead ingestion mechanism designed to feed lead data into PageXCRM for sales management and tracking.

Outreach

Manage sales engagement data and automation in Outreach. Create, read, update, and delete prospects (contacts/leads) and accounts (companies). Build and manage sequences — automated multi-step outreach campaigns — including adding/removing prospects and tracking their progress through sequence states. Send and track emails with delivery, open, bounce, and reply metrics. Log and manage phone calls with dispositions and purposes. Create and manage tasks, opportunities, templates, snippets, and custom objects. Invite and manage users, roles, and teams. Perform bulk operations and data imports. Access audit logs, compliance requests, and Kaia conversation intelligence recordings. Subscribe to webhooks for real-time notifications on changes to accounts, prospects, mailings, sequences, tasks, opportunities, and more.

Parma

Manage customer relationships, notes, and stay-in-touch reminders in Parma CRM. Create and search relationships representing customer contacts. Add notes to relationships to log interactions, touchpoints, and meeting details. Retrieve authenticated user profile information. Detect when new relationships are created to trigger downstream workflows.

Passslot

Create, manage, and distribute mobile wallet passes (coupons, loyalty cards, event tickets, boarding passes, membership cards) for Apple Wallet, Android Pay, and HTML5. Design pass templates with custom styles, colors, images, barcodes, and placeholder fields. Generate personalized passes from templates, download as .pkpass files, and distribute via short URLs or email. Update pass values and images after generation, with automatic push notifications to Apple Wallet. Scan, validate, and redeem passes using scanner configurations. Configure payment integration with PayPal, Stripe, or PAYMILL. Manage Apple Wallet pass type identifiers. Receive webhook events for pass creation, updates, downloads, device registrations, and scan/redemption actions.

Pendo

Manage product analytics data, in-app guidance, and user feedback. Retrieve, create, and update visitor and account records with custom metadata. Create and manage in-app guides (tooltips, modals, walkthroughs) and segments for targeting users. Query aggregated product usage data including page events, feature events, guide interactions, poll responses, and track events using a flexible aggregation pipeline. Send custom track events from client-side and server-side sources. Manage legacy feedback requests and product roadmap data. Receive real-time webhook notifications for events like guide displays, NPS surveys, poll submissions, visitor creation, and account creation.

People Data Labs

Enrich, search, and identify person and company records using attributes like name, email, phone, employment, education, and social profiles. Enrich IP addresses to retrieve associated company and location data. Search and filter person and company datasets using SQL or Elasticsearch queries. Identify and rank matching person profiles from partial or ambiguous inputs. Retrieve specific records by unique PDL ID. Standardize and clean company, location, and school data strings. Enrich job titles and skills with standardized information. Autocomplete search query values with record counts.

Persistiq

Manage sales outreach leads, campaigns, and engagement workflows. Create, list, and update leads (prospects) with custom fields, statuses, and ownership assignments. Create and delete outreach campaigns, add or remove leads from campaigns, and specify sending mailboxes. List team users for lead assignment. Manage Do Not Contact domain lists to maintain compliance. Retrieve lead statuses, lead fields, and prospect metadata including bounce, opt-out, reply counts, and sent history.

Phantombuster

Manage and run cloud-based automation Phantoms for data extraction, lead generation, and social media automation across LinkedIn, Instagram, Facebook, Twitter, and other platforms. Create, launch, update, and delete Phantoms (automation agents). Monitor execution status, retrieve console logs, and download results in CSV or JSON format. Manage a LinkedIn Leads database including fetching, deleting, and organizing leads by list. Upload and manage custom JavaScript automation scripts. Persist state between runs using agent and global JSON objects. Configure webhooks to receive notifications when Phantom executions complete.

Pinterest

Create, manage, and analyze Pins and Boards on Pinterest. Manage advertising campaigns, ad groups, audiences, and targeting. Track conversions via server-to-server connection. Access organic and ad performance analytics. Manage product catalogs and shopping ads. Discover trending topics and categories. Read user account information and manage business accounts with member access and asset permissions.

Pipeline Crm

Manage sales deals, contacts, companies, and activities in Pipeline CRM. Create, update, and search deals with associated values, stages, and currencies. Add and manage person and company records with duplicate detection and automatic company linking. Create calendar events and tasks associated with deals, people, or companies. Add categorized notes to CRM records. Read and write custom fields for companies, deals, and people. Capture leads from website forms via Web-to-Leads. Retrieve user information and assign owners to records.

Piggy

Manage customer loyalty programs, rewards, gift cards, promotions, and vouchers. Create, update, and look up CRM contacts with custom attributes. Track loyalty credits and transactions, issue credit receptions, and manage credit balances. Create and redeem vouchers and promotions. Manage gift cards and prepaid balances. Configure rewards including digital and collectable types. Track orders, products, bookings, and visits. Manage shops, forms, automations, and portal sessions. Subscribe to webhooks for events including contact changes, credit receptions, voucher redemptions, gift card transactions, form submissions, and referrals.

Plain

Manage customer support threads, customers, and conversations across email, Slack, chat, and other channels. Create and update customers with external IDs, organize them into companies, tenants, and groups. Create, reply to, assign, prioritize, and change status of support threads. Apply labels, set SLA tiers, and manage thread fields. Send and receive messages via email (with Cc/Bcc), Slack, and chat. Create custom timeline events on customer profiles with rich UI components. Receive webhooks for thread, message, and customer lifecycle events including status changes, assignments, label updates, and SLA transitions.

Placid

Generate images, PDFs, and videos from reusable design templates populated with dynamic data. Create and manage templates and collections, configure dynamic layers (text, images, shapes, barcodes, QR codes, ratings, browser screenshots), and produce visuals at scale. Upload media files for use in generations, generate images on the fly via URL-based rendering, and transfer outputs to Amazon S3-compatible storage. Supports webhook callbacks for asynchronous generation completion notifications.

Planly

Schedule and auto-publish social media posts across Instagram, Facebook, Twitter/X, LinkedIn, Pinterest, TikTok, YouTube, Threads, Mastodon, and Bluesky. Manage teams, channels, and media files. Create schedule groups for coordinated multi-channel publishing. Upload and import media for use in posts. Generate AI-powered content from prompts. Configure platform-specific post options including stories, reels, threads, polls, privacy levels, and first comments. List Pinterest boards for scheduling. View and manage team members and ownership.

Postalytics

Automate direct mail campaigns including personalized postcards, letters, and self-mailers to US and Canadian addresses. Create and manage mail templates with merge fields, conditional logic, and variable images. Build and manage contact lists with automatic CASS/NCOA address validation. Orchestrate smart send, triggered drip, and file-based campaigns with multi-touch flows. Send individual mail pieces or enroll contacts into multi-step sequences. Track mail delivery in real-time via USPS Intelligent Mail barcodes and monitor online responses through personalized URLs (pURLs) and QR codes. Manage suppression lists, create sub-accounts for multi-tenant use, and embed white-labeled campaign components into third-party applications.

Postgrid Verify

Verify, standardize, and geocode postal addresses for US, Canada, and 245+ international countries. Validate single or batch addresses (up to 2,000), autocomplete partial addresses with type-ahead suggestions, perform geocoding and reverse geocoding, and detect change-of-address records via NCOA. Addresses can be submitted as structured components or freeform strings, with options for detailed parsing, residential/vacant detection, ZIP+4 lookup, and transliteration of foreign-language addresses.

Postgrid

Send physical mail programmatically including letters, postcards, cheques, and self-mailers. Manage contacts and reusable templates with merge variables for personalized mailings. Verify, standardize, and autocomplete postal addresses across the US, Canada, and 245+ countries. Track mail order status through printing, delivery, and completion stages. Run bulk mail campaigns to contact lists. Process PDFs with OCR address extraction and HTML-to-PDF rendering. Add QR codes and personalized URLs to track mailpiece engagement. Manage return envelopes and detect recipient address changes via NCOA. Receive webhook notifications for mail order lifecycle events.

Prerender

Manage pre-rendered HTML cache for JavaScript-heavy websites to improve SEO. Recache single or multiple URLs on demand, search cached URLs by query or exact match, clear cache using wildcard patterns, submit and manage XML sitemaps for automated crawling, control recache speed, manage connected domains, and render pages through a headless browser. Supports desktop and mobile adaptive rendering.

Productlane

Manage customer feedback, support insights, and public roadmaps. Create and list companies, contacts, and segments. Create, retrieve, and update feedback threads/insights. Access portal projects and issues, manage upvotes, and submit feedback. Retrieve changelogs and workspace information. Useful for consolidating customer feedback into actionable product work.

Promptmateio

Build and execute multi-step AI workflows combining multiple AI systems (ChatGPT, Claude, Gemini, Mistral, Stability AI). Create and manage apps, run batch processing jobs with CSV-style row data, and retrieve results. List and use pre-built templates for content generation, SEO optimization, and prospecting. Configure jobs with language and country localization. Register webhooks for job-level or row-level completion notifications. Retrieve available languages, countries, projects, and user account information.

Rafflys

Manage social media giveaways, sweepstakes, and contest promotions across Instagram, Facebook, Twitter/X, YouTube, TikTok, LinkedIn, Bluesky, and Twitch. Pick random winners from comments with custom filters (mentions, hashtags, duplicate exclusion). Collect leads via fortune wheel spin-to-win promotions with registration forms and prize configurations. Retrieve account details, list promotion leads, and poll for newly captured leads. Generate winner certificates and videos for sharing.

Raisely

Manage fundraising campaigns, donations, and supporter relationships for charities and nonprofits. Create and update fundraising profiles (individual and team pages), process one-time and recurring donations, manage subscriptions for recurring giving, sell event tickets and products, track supporter interactions and apply tags for segmentation, send messages and SMS to supporters, manage blog posts on fundraising pages, and configure webhooks for real-time event notifications. Supports importing offline donations, upserting user records with tagging, and accessing both public and private custom field data.

Reamaze

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.

Realphonevalidation

Validate US phone numbers and email addresses in real-time using live telco data. Check phone connection status (connected/disconnected), identify phone type (mobile, landline, VoIP), retrieve carrier and subscriber information, and look up Do Not Call list status including national, state, and DMA lists. Score phone numbers for fraud risk, detect reassigned numbers since a given consent date, and identify TCPA litigators. Verify email addresses for validity, disposable address detection, and active network presence. Supports full validation (Turbo), budget-friendly list scrubbing (Scrub), basic active number checks, and wireless/phone type identification for TCPA compliance.

Remarkety

Manage eCommerce marketing automation for email and SMS campaigns. Create and update customer contacts, track orders and carts, sync product catalogs, manage newsletter subscriptions and unsubscriptions, send custom events to trigger automations, upload contacts in batch, and generate personalized coupons. Receive webhook notifications for email events (sent, delivered, opened, clicked, bounced, spam, unsubscribed), SMS events (sent, clicked, replied, unsubscribed), newsletter subscriptions, and suppression list changes.

Refiner

Manage customer feedback surveys for web and mobile applications. Create and retrieve survey responses (NPS, CSAT, CES, etc.), manage contacts and their traits, track user events, organize contacts into segments, and tag survey responses. Identify and update users with custom attributes, group users into accounts, and import user data from backend databases. Receive webhook notifications when surveys are completed, seen, or dismissed, when users enter segments, and when tags are added to responses.

Rentman

Manage rental projects, equipment inventory, crew scheduling, and financial documents for AV and event production. Create and update projects, subprojects, and project requests. Track equipment availability, serial numbers, stock movements, and repairs. Assign crew to projects, manage crew availability and rates, and track time registrations. Manage contacts and contact persons for CRM integration. Create and manage quotes, contracts, and invoices with line items. Handle subrentals from external suppliers. Plan vehicle assignments and appointments. Organize files and folders attached to projects or equipment. Receive webhooks for create, update, and delete events across all resource types.

Repairshopr

Manage service and repair shop operations including customers, tickets, invoices, estimates, and inventory. Create and update repair/service tickets with status tracking, technician assignments, and comments. Manage customer records with contacts, notes, and custom fields. Create invoices and track payments linked to tickets. Generate and send estimates for customer approval. Track customer assets and devices being repaired. Manage products, inventory levels, serial numbers, and stock. Schedule appointments for technicians and field service jobs. Record employee clock-in/clock-out times. Log phone call interactions with customers. Convert leads into customers and tickets. Access reports on tickets, invoices, customers, and inventory.

Resend

Send, receive, and manage emails programmatically. Send transactional and marketing emails with HTML, plain text, templates, attachments, scheduling, and batch sending. Manage sent and received email metadata, sending domains, contacts, contact properties, segments, topics, broadcast campaigns, automations, events, reusable templates, API keys, logs, and webhook endpoints.

Respondio

Manage omnichannel customer messaging across WhatsApp, Facebook Messenger, Telegram, Viber, email, and web chat. Create, update, search, merge, and delete contacts with custom fields and tags. Send text, media, attachment, and template messages to contacts through connected channels. Open and close conversations, assign and unassign agents to contacts. List message templates for connected channels. Configure custom channels via webhooks for unsupported messaging providers. Receive real-time webhook notifications for new messages, conversation events, contact changes, and comments.

Replyio

Manage multichannel sales outreach sequences across email, LinkedIn, calls, SMS, and WhatsApp. Create and configure campaigns with multi-step sequences, add and update contacts, track engagement metrics (opens, clicks, replies, bounces), and manage email templates. Organize contacts into lists, manage blacklists, handle tasks (calls, meetings, to-dos), retrieve email account statuses, and access campaign performance statistics. Receive real-time webhook notifications for email events (sent, replied, opened, clicked, bounced) and contact lifecycle events (added, opted out, finished).