CRM and Sales Tools integrations on Metorial

Resistant Ai

Verify individual identities using government-issued documents and biometric selfies across 200+ countries. Run KYC identity checks, AML screening (PEP, sanctions, adverse media), proof of address verification, US background checks, and credit reports. Perform Know Your Business (KYB) verification including UBO and ASIC director reports. Send branded ID check request emails to contacts, receive verification outcomes via webhooks, and write results back to connected CRMs. Supports custom onboarding forms and Bring Your Own Key (BYOK) provider configuration.

Ritekit

Analyze and suggest hashtags for social media posts based on real-time popularity and trending data. Detect banned Instagram hashtags. Generate styled quote images and animated GIFs from text or static images. Extract company logos, brand colors, and resolve company names to domains. Validate and enrich email addresses by detecting freemails, disposable emails, typos, and extracting names. Suggest and auto-insert emojis into text. Shorten links with optional call-to-action overlays. Extract article content, top images, and link previews from URLs.

Rocketreach

Search and look up contact data for over 700 million professionals and 60 million companies. Retrieve verified email addresses, phone numbers, and social media links for people by name, company, LinkedIn URL, or other identifiers. Search and enrich company records with firmographic data including industry, size, revenue, technographics, and funding history. Perform bulk lookups for up to 100 profiles per request. Combine people and company lookups in a single request. Track API credit usage and manage account settings.

Rocketlane

Manage customer onboarding and implementation projects. Create, update, archive, and delete projects with phases, tasks, and custom fields. Track time entries, manage resource allocations, and handle financial data like invoices. Create and manage collaborative spaces and documents for sharing with customers. Manage companies (customers), users, conversations, and comments. Configure project templates, custom fields for projects/tasks/companies, and receive webhook notifications for task events.

Salesflare

Manage CRM data for B2B sales including accounts, contacts, opportunities, and pipelines. Create, read, update, and delete accounts (companies) and contacts with details like emails, phone numbers, addresses, tags, and custom fields. Manage sales opportunities with filtering by stage, owner, value, and close date. Create and track tasks, log meetings and calls, and write internal notes on account timelines. Configure and manage email workflows with scheduling and audience control. Manage tags, custom fields, users, teams, and email data sources. Access reference data such as currencies, pipeline stages, and filter fields.

Salesloft

Manage sales engagement workflows including people (contacts), accounts, cadences, calls, emails, and tasks. Create, update, and delete people and accounts. Add people to multi-step cadences for automated outreach sequences. Track email activities including sends, opens, clicks, replies, and bounces. Log and retrieve call data. Create and manage tasks and actions. List and manage email templates. Send buyer signals to trigger AI-powered Rhythm workflows. Export and import cadences across instances. Subscribe to webhooks for real-time notifications on person, account, cadence, meeting, call, note, and task events. Map external IDs for syncing records with external systems.

Salesmate

Manage sales pipelines, contacts, companies, deals, and activities in a CRM platform. Create and update contact and company records, track deals across customizable pipeline stages, schedule activities and tasks, and manage a product catalog. Add notes to contacts, companies, deals, and activities. Create and monitor customer support tickets. Manage users and custom module records. Track email conversations and log communications. Subscribe to webhooks for create/update events on contacts, companies, deals, activities, users, and custom modules.

Satismeter

Collect and manage customer feedback through NPS, CSAT, CES, and custom surveys. Export survey responses in CSV or JSON format, filtered by date range. Retrieve aggregated survey response statistics. Create, update, list, and delete users with custom traits for survey targeting and segmentation. Track events to trigger live surveys for users. Insert survey responses programmatically with support for in-app, mobile, and email delivery methods. Manage email unsubscribe lists. Receive real-time webhook notifications when surveys are answered, completed, or dismissed.

Scheduleonce

Retrieve and manage bookings, booking calendars, booking pages, event types, users, and teams for automated appointment scheduling. Filter bookings by status, time range, and other parameters. Access detailed booking data including guest information, form submissions, virtual conferencing details, and cancel/reschedule history. Manage webhook subscriptions to receive real-time notifications for booking lifecycle events such as scheduled, rescheduled, canceled, completed, and no-show.

Search API

Perform real-time web searches across multiple search engines (Google, Bing, Baidu, Yahoo, Yandex, DuckDuckGo, Naver) and retrieve structured JSON results. Search Google verticals including Images, Videos, News, Shopping, Maps, Scholar, Trends, Flights, Hotels, Jobs, Finance, Patents, and Autocomplete. Scrape results from YouTube, Amazon, Walmart, eBay, Airbnb, Tripadvisor, and app stores. Access ad transparency libraries for Meta, LinkedIn, Reddit, and TikTok. Track keyword rankings for SEO, look up geo-targeting locations, retrieve search history, and check account usage. Supports localization by language, country, and device targeting.

Segment

Collect, unify, and route customer event data across tools and platforms. Track user actions (identify, track, page, screen, group, alias) via the Tracking API. Manage workspace resources including sources, source write keys, destinations, destination subscriptions, warehouses, tracking plans, functions, and reverse ETL models via the Public API. Create and enforce event schemas with tracking plans. Configure destination filters to control event routing. Build audiences and computed traits based on user behavior. Create custom JavaScript functions for source, destination, or middleware logic. Monitor API usage, event volume, event delivery metrics, and monthly tracked users. Handle GDPR deletion and suppression requests. Browse the integration catalog and manage identity, access, and roles for workspace users. Forward events to external webhooks in real time.

Sender

Manage subscribers, groups, and segments for email and SMS marketing. Create and send email campaigns, transactional emails, and SMS campaigns. Build marketing automation workflows with triggers, conditions, and delays. Design subscription forms for lead capture. Track campaign performance including opens, clicks, conversions, and revenue. Send transactional emails with personalization, templates, and attachments via API or SMTP. Configure webhooks for real-time subscriber, campaign, and group event notifications.

Segmetrics

Import and retrieve marketing attribution and analytics data. Create, update, and delete contacts with UTM parameters, tags, and custom fields. Manage orders/invoices with line items and refund status. Create and manage subscriptions with billing cycle configuration. Track ad performance including spend, clicks, and impressions across campaigns, ad sets, and ads. Retrieve saved reports for leads, revenue, ads, and subscriptions with KPIs, time series graphs, and tabular breakdowns. Access full customer journey data including page views, tags, orders, and attribution touchpoints. Identify website visitors and link them to CRM contacts.

Sendbird

Manage real-time chat messaging, voice/video calls, and customer support activities within Sendbird applications. Create, update, and delete users with metadata and authentication tokens. Create and manage group channels and open channels, including inviting members, freezing/unfreezing, and configuring channel properties. Send, update, delete, and search text, file, and admin messages with support for threading, reactions, and delivery receipts. Moderate users by blocking, muting, or banning them, and moderate content with profanity filters and image moderation. Send broadcast announcements to multiple channels or user segments. Initiate, accept, and end direct and group voice/video calls. Manage customer support tickets, agents, groups, bots, and proactive chats via Desk API. Configure push notifications for FCM and APNs. Register GDPR data export requests for compliance. Create and manage Sendbird applications, features, and organization members at the organization level. Receive webhook events for chat activity, call events, ticket updates, and business messaging notifications.

Sendbird Ai Chatbot

Create, configure, and manage AI-powered chatbots within Sendbird applications. Define bot personas with system prompts, configure LLM parameters (model, temperature, max tokens), and manage knowledge base sources (PDFs, text files, URLs). Generate AI chatbot replies from conversation history, send streaming messages for real-time progressive responses, and control typing indicators. Set up function calling for third-party API integrations (e.g., appointment scheduling, order tracking). Configure welcome messages and suggested replies. Receive webhook events for messages, channel lifecycle, membership changes, reactions, read receipts, and bot-specific callbacks.

Semrush

Retrieve SEO, PPC, and competitive intelligence data for domains, keywords, and backlinks. Analyze domain rankings, organic and paid search performance, traffic estimates, and competitor landscapes across regional databases. Research keywords by volume, difficulty, CPC, and related terms. Pull backlink profiles including referring domains, anchor texts, and authority scores. Access website traffic analytics, audience demographics, geo distribution, and market intelligence. Manage Semrush projects, position tracking campaigns, and site audit configurations. Update and distribute business listing data in bulk. Retrieve local map rank tracking data including heatmaps and competitor rankings.

Sendfox

Manage email marketing for content creators. Create, update, and delete contacts, lists, campaigns, automations, and subscription forms. Send or schedule email campaigns with HTML content and track performance statistics including opens, clicks, bounces, and unsubscribes. Batch import up to 1,000 contacts at once. Build email automations with triggers and timed sequences. Define custom contact fields, manage sender domains, and view subscriber engagement metrics.

Sendgrid

Send transactional and marketing emails at scale. Create and manage dynamic email templates with Handlebars substitution. Manage contact lists, segments, and custom fields for marketing campaigns. Schedule and automate email sequences. Track email delivery and engagement statistics including opens, clicks, bounces, and spam reports. Manage suppression groups, global unsubscribes, bounces, blocks, and invalid emails. Validate email addresses in real-time. Configure sender authentication (SPF, DKIM, DMARC), branded links, and verified sender identities. Manage dedicated IP addresses and IP pools. Parse inbound emails via webhooks. Receive real-time event notifications for delivery and engagement events.

Sendspark

Create, manage, and personalize AI-generated dynamic video campaigns for sales outreach and marketing. Add prospects individually or in bulk to automatically generate personalized videos with viewer-specific details like names, companies, and website screenshots. Retrieve campaign details, look up prospect video status and share URLs, and track video engagement through webhooks for events like video viewed, played, watched percentage, liked, and CTA clicked.

Sendloop

Manage email marketing campaigns, subscriber lists, and transactional emails. Create and send one-time or scheduled email campaigns with A/B testing. Add, update, search, and segment subscribers across lists with custom attributes. Track campaign performance with real-time reporting on opens, clicks, bounces, unsubscribes, and forwards. Send transactional emails for signups, password resets, and order confirmations. Set up automated email workflows triggered by customer behaviors. Configure RSS-to-email campaigns and manage sub-user accounts with granular permissions. Receive webhooks for subscription, unsubscription, hard bounce, and spam complaint events.

Sendlane

Manage contacts, lists, tags, and segments for email and SMS marketing automation focused on eCommerce. Create and update contacts, subscribe/unsubscribe contacts to lists, apply tags, and manage custom fields. Retrieve campaign details and sender profiles. Track eCommerce events such as product viewed, added to cart, checkout started, placed order, and fulfilled order via server-side and client-side APIs. Configure automation-based webhooks to broadcast contact data when triggered by subscriber actions or eCommerce behaviors.

Serply

Search Google and Bing programmatically and retrieve structured SERP data. Perform web, news, image, video, product, job, and scholar searches with geo-targeting and device emulation. Track domain SERP rankings for SEO monitoring. Retrieve organic results, answer boxes, news articles, product listings, job postings, academic papers, and citation data as structured JSON. Receive webhook notifications for search completion, failures, and quota events.

Serphouse

Extract structured search engine results from Google, Bing, and Yahoo. Perform real-time SERP queries across web, image, news, video, jobs, and shopping verticals. Submit batch searches of up to 100 keywords for asynchronous processing. Retrieve parsed result types including organic results, knowledge graphs, People Also Ask, AI overviews, ads, map packs, and more. Query Google Trends data for keyword interest over time with geographic and category targeting. Look up supported locations, languages, and search engine domains for query targeting. Receive webhook notifications when batch search tasks complete. Check account credit usage and plan details.

Servicem 8

Manage field service operations for small businesses. Create, update, and track jobs with scheduling, staff allocation, and status tracking. Manage clients (companies) and contacts with full CRUD operations. Assign staff to jobs, schedule work periods, and manage allocation windows. Track materials, create invoices, record payments, and manage tax rates. Handle customer assets with configurable asset types. Create and manage custom forms, checklists, and form responses. Add notes and file attachments to jobs. Send emails and SMS messages on behalf of the account. Generate templated documents such as quotes and invoices. Manage inbox messages and convert them to jobs. Search across jobs, clients, and other objects. Add custom fields to standard objects. Subscribe to webhooks for object-level field changes and business-level events like job creation and completion.

Short Menu

Create, update, and delete branded short links with custom domains or the default shm.to domain. Assign tags to organize links and specify custom slugs or let the system generate random ones. Supports custom domain configuration for branded URLs. Note: the API is currently limited to link CRUD operations with tagging; features like QR code generation, click analytics, UTM parameters, link add-ons, and region/mobile redirects are available only through the dashboard and apps, not yet via the API.

Sidetracker

Track and analyze marketing performance with cookie-free website analytics. Retrieve and manage conversion lists and their rows. Attach custom metadata to visitor sessions for cross-domain tracking enrichment. Add revenue data to sessions for marketing attribution. Update sales status on customer sessions to track pipeline progress. Track call-to-action events programmatically via the API. Receive real-time webhook notifications when list rows are created or updated.

Shortenrest

Create, retrieve, update, and delete shortened URLs (aliases) that redirect to destination URLs. Configure vanity or random short URL paths, set up geo and OS-based redirect targeting to route users to different destinations by country and device, and attach custom branded domains with free SSL. Track click analytics including referrer, browser, OS, and country data. Customize meta tags for social media previews, add UTM parameters for campaign tracking, and embed retargeting/tracking pixels (snippets) from Facebook, Google Analytics, Pinterest, and more.

Similarweb Digital Rank API

Retrieve website ranking data powered by SimilarWeb's SimilarRank algorithm. Look up a domain's global rank, country-specific rank, and category rank. List top-ranked websites globally (up to 5,000 results). Filter rankings by date range, country, and subdomain inclusion. Check remaining API credits and subscription status.

Simlacom

Manage customers, orders, and product catalogs for eCommerce CRM. Create, edit, retrieve, and merge customer profiles (individual and corporate) with segmentation, notes, and file attachments. Create, edit, upload, and combine orders with line items, delivery info, discounts, payments, and custom fields. Retrieve product listings with SKUs, inventory, and product groups. Calculate delivery costs, manage delivery orders, and generate shipping documents. Integrate telephony with call event notifications. Track incremental change history for orders and customers to sync with external systems. Manage custom fields, dictionaries, reference data (statuses, payment types, delivery types, stores), and integration modules.

Simplero

Manage contacts, mailing lists, products, purchases, invoices, and account administrators for an all-in-one online course and membership platform. Create and update contacts with custom fields, tags, GDPR consent, and affiliate attribution. Subscribe and unsubscribe contacts to mailing lists individually or in bulk. List products, look up purchases, and add people to products via webhooks. Retrieve invoices filtered by date or number range. Manage account administrators with role assignments. Receive webhooks for events including list subscriptions, purchases, tag changes, course completions, membership joins, form submissions, event registrations, pipeline updates, email clicks, and affiliate activity.

Simplesat

Collect, manage, and analyze customer satisfaction feedback through CSAT, NPS, and CES surveys. Retrieve surveys, questions, and response data with date filtering. Create and update customers via upsert using email as key. Send event-based email surveys triggered by customer interactions (e.g., purchases, ticket resolutions). Look up team members to associate feedback with agents. Receive real-time webhook notifications when new feedback is submitted. Integrates with helpdesks and CRMs to embed surveys in ticket emails and sync feedback data.

Sitespeakai

Query custom-trained AI chatbots and manage their configurations, conversations, and training data. Send questions to chatbots and receive AI-generated answers with source citations. Retrieve and manage conversation history, captured leads, suggested messages, and training sources. Create, retrieve, and delete fine-tuned question-answer pairs to override or improve chatbot responses. Access chatbot settings including appearance, behavior, AI model configuration, and escalation rules. List all chatbots and retrieve account details.

Sms Alert

Send individual and bulk SMS messages via transactional and promotional routes. Schedule SMS for future delivery, modify or cancel scheduled messages. Generate and validate OTPs for mobile number verification. Manage contacts and contact groups for bulk campaigns. Create and manage reusable SMS templates and sender IDs. Track delivery status via pull reports or push callbacks. Create shortened URLs for SMS links. Check account credit balance and manage profile settings.

Smtp 2 Go

Send emails and SMS messages programmatically with reliable delivery. Manage email templates, sender domains, and SMTP users. Track delivery statistics including bounces, opens, clicks, spam complaints, and unsubscribes. Manage suppressions, allowed senders, and single sender verification. Configure webhooks for email and SMS events. Archive sent emails and manage subaccounts for isolated settings and reporting. Restrict API access via IP allowlists.

Snapchat

Manage Snapchat advertising campaigns, creatives, and audiences. Create and update the full ad hierarchy including organizations, ad accounts, campaigns, ad squads, and ads. Upload media assets and build ad creatives across formats like Snap Ads, Story Ads, Collection Ads, and AR Lens ads. Target users by demographics, location, interests, and behaviors. Build custom audiences from customer lists, Snap Pixel events, or lookalike segments. Pull campaign performance reports with metrics such as impressions, swipe-ups, spend, and conversions at hourly, daily, or lifetime granularity. Send web, app, and offline conversion events to Snapchat via the Conversions API. Retrieve creator and business public profile data including Stories, Spotlights, and engagement statistics. Collect and retrieve leads from in-app lead generation forms. Manage organization members, roles, funding sources, billing, and Snap Pixels.

Softr

Manage users, databases, tables, and records in Softr no-code applications. Create and delete app users, generate magic links for passwordless authentication, sync users, and validate JWT tokens. Perform full CRUD operations on databases, tables, table fields (schema), and records. Search and filter records within tables. Integrate Softr data with external systems via its Database and Studio APIs.

Spoki

Send and manage WhatsApp messages through the WhatsApp Business API. Create, update, and delete contacts with tags, custom fields, and list segmentation. Trigger automation workflows for multi-step messaging sequences. Send bulk campaigns to contact lists using approved template messages. Manage sales deals and pipelines. Receive webhook notifications for message, chat, contact, and deal events. Start AI-powered chatbot interactions. Embed WhatsApp inbox and chat interfaces into third-party applications.

Sprout Social

Manage social media presence across X, Facebook, Instagram, LinkedIn, YouTube, TikTok, Pinterest, Threads, and Bluesky. Retrieve profile analytics including impressions, follower counts, engagement, and video views. Access post-level performance metrics such as reactions, comments, and shares. Retrieve messages (posts, comments, DMs, mentions, reviews) received or published by owned profiles. Create draft publishing posts with scheduled delivery times, media attachments, and tags targeting multiple profiles and networks. Upload media files for use in posts. Query social listening topics for earned media data including sentiment, engagement, and volume metrics. Manage customer care cases filtered by status, priority, type, queue, and assigned user. Retrieve account metadata including connected profiles, groups, tags, users, teams, and listening topics.

Spotlightr

Manage hosted videos for marketing and e-learning. Create, list, update, and delete videos by uploading files or linking external URLs (YouTube, Vimeo, Google Drive). Update video sources without changing embed codes or watch page URLs. Copy player settings between videos. Retrieve video analytics including loads, plays, play rate, watch percentage, completion rate, and shares. Access individual view session data and ranked lists of top-performing videos. Receive webhook notifications for lead capture form submissions and video watch events.