CRM and Sales Tools integrations on Metorial

Square

Process payments, manage orders, and handle invoices for online, in-app, and in-person commerce. Create and manage customer profiles, catalog items, inventory counts, and locations. Issue refunds, manage disputes, and track payouts. Create bookings and appointments, manage team members and timecards, handle gift cards and loyalty programs, and manage subscriptions. Save cards on file, generate checkout links, connect and control Square Terminal devices, and manage vendor/supplier information. Extend Square objects with custom attributes. Receive webhook notifications for payments, orders, customers, inventory, invoices, bookings, disputes, team changes, and more.

Stannp

Send physical postcards, letters, greetings cards, and self-mailers programmatically. Manage recipients and groups, create and track bulk mail campaigns, validate addresses, send SMS messages, and generate QR codes. Upload design templates and artwork, check account balance, and monitor mailpiece delivery status. Supports US, UK, Canada, and worldwide destinations.

Statuspage

Manage status pages to communicate incidents, outages, and scheduled maintenance to customers. Create, update, and resolve incidents with lifecycle tracking. Manage components representing infrastructure pieces and their statuses (operational, degraded, partial/major outage). Create and publish incident postmortems. Configure scheduled maintenance with subscriber reminders and auto-transitions. Manage subscribers (email, SMS, Slack, webhook, Teams) scoped to pages, components, or incidents. Submit and display custom system performance metrics. Create reusable incident templates for faster response. Control page access with user groups and role-based permissions. Configure embeddable status widgets.

Storeganise

Manage self-storage, valet storage, and mobile storage operations. Create and manage storage sites, units, and tenant accounts. Handle move-in and move-out orders, valet storage orders, and unit transfers. Create and track invoices, process payments, and manage recurring billing. Monitor unit availability, occupancy, and rental states. Manage leads, waitlists, and custom fields. Receive webhook notifications for events across bookings, units, invoices, users, and billing lifecycle changes.

Suitedash

Create, retrieve, update, and list contacts and companies in the CRM with full custom field support. Manage projects and tasks, including creation, updates, and search. Subscribe contacts to marketing audiences for email campaigns. Retrieve metadata schemas for custom fields and marketing audiences to enable two-way data sync. Receive webhooks for subscription lifecycle events (created, canceled, expired, unpaid), project changes (created, updated, deleted), and custom automation-triggered events.

Superchat

Send and receive messages across WhatsApp, Instagram, Facebook Messenger, Telegram, Email, and SMS from a unified inbox. Manage contacts with custom attributes and organize them into lists. Create, update, and track conversations across channels. Use pre-approved WhatsApp message templates with variable placeholders. Upload and manage file attachments. Add internal notes to conversations for team collaboration. Manage labels, inboxes, and channel configurations. Track message and template engagement analytics. Subscribe to webhooks for inbound/outbound message events, contact changes, conversation status updates, and note creation.

Supportbee

Create, retrieve, search, and manage customer support tickets. Assign tickets to users or teams, add labels, archive, trash, star, and delete tickets. Post replies to customers and add internal comments for agents. Manage saved response snippets for common replies. Set up automation filters with rules and consequences to auto-label, assign, archive, or spam tickets. Retrieve agents, teams, and groups. Upload attachments to tickets. Manage forwarding email addresses. Access support performance reports. Receive webhook notifications for ticket lifecycle events, replies, comments, and assignment changes.

Surveymonkey

Create, distribute, and analyze online surveys. Manage surveys with multiple question types, pages, and languages. Distribute surveys via email, SMS, weblink, and popup collectors. Retrieve and filter survey responses with full answer details. Manage contact lists and send invite messages to recipients. Share survey results publicly or with specific users. Organize team collaboration through workgroups and groups. Set up webhooks for real-time response event notifications.

Tapfiliate

Manage affiliate marketing programs, track conversions, and handle affiliate payments. Create and organize affiliates into groups, track clicks and conversions attributed via referral codes or coupons, manage commissions with approval workflows, and process affiliate payouts. Supports customer lifecycle tracking for recurring commissions, multi-level marketing (MLM) structures, and attaching custom meta data to affiliates, customers, and conversions.

Tave

Manage leads, contacts, jobs, orders, and payments for photography and creative studio businesses. Create leads from external sources such as website forms. Create, search, and retrieve contacts with custom fields. Create and manage jobs with job types, stages, roles, event dates, and custom fields. Track orders and bookings including electronic client bookings. Monitor payments by brand and job type. Retrieve and manage brand configurations. Trigger automated workflows on contact creation, order booking, and payment events. Send outbound web requests from workflow automations to external services.

Teltel

Initiate outbound voice calls (click-to-call/callback), send SMS messages, and manage auto dialer campaigns. Verify phone numbers via HLR lookup, retrieve detailed call data and recordings, and manage users and SIP devices. Supports bulk SMS for marketing campaigns, two-way SMS with inbound webhook forwarding, and real-time call event notifications via webhooks and WebSocket. Configure call forwarding logic for incoming calls.

Textit

Build and manage interactive messaging workflows across SMS, WhatsApp, voice, Facebook Messenger, Telegram, and other channels. Send broadcasts to contacts, groups, or URNs with media attachments. Create, update, and organize contacts with custom fields and groups. Start contacts in automated conversational flows, passing extra variables, and retrieve collected run data and responses. Manage campaigns with scheduled events tied to contact date fields. Organize incoming messages with labels and perform bulk message actions. Create and manage support tickets organized by topics. List connected NLP classifiers, messaging channels, global variables, and workspace users. Subscribe to flow-triggered webhook events via resthooks for real-time notifications. Access historical archives of messages and flow runs for data export.

Thanksio

Send personalized handwritten postcards, letters, notecards, and gift cards as physical direct mail at scale. Manage recipients and mailing lists, track order delivery status, and monitor QR code engagement. Supports dynamic image personalization, radius-based lead generation, multiple handwriting styles, gift card catalogs, sub-account management, and webhooks for delivery and scan events. Preview mail pieces before sending, use message and image templates, and personalize content with recipient-specific data tags.

Tiktok

Interact with TikTok's consumer and business API ecosystems. Authenticate users via TikTok Login Kit, retrieve user profile information (display name, avatar, bio, follower counts), and query video metadata (views, likes, comments, shares). Post videos and photos to TikTok, manage content publishing workflows, and embed TikTok videos on websites. Create and manage advertising campaigns, ad groups, and ads through TikTok Ads Manager. Build and manage audiences for ad targeting, run ad performance reports, and manage creative assets and product catalogs. Access the Creator Marketplace API for influencer marketing and boosted content. Query public video and comment data for research purposes using filters like hashtag, keyword, region, and date range. Track conversions via the Events API by sharing marketing data from servers, websites, or CRMs. Receive webhook notifications for video publish events, authorization changes, lead generation, ad review status, and creator marketplace order updates. Manage business messaging for real-time user engagement and transfer user data via the Data Portability API.

Tpscheck

Verify UK phone numbers against the Telephone Preference Service (TPS) and Corporate Telephone Preference Service (CTPS) registers. Check single or bulk batches of up to 100 numbers for TPS/CTPS registration status, line type, carrier, location, and reachability. Retrieve compliance risk scores (0–100) for each number. Monitor numbers with automated 28-day re-checks to maintain ICO compliance. Access audit logs and exportable compliance reports. Check API credit usage and remaining allowances. Receive webhook notifications for bulk job completion, TPS status changes, low credits, and usage limits.

Tomba

Find, verify, and enrich professional email addresses across a database of over 430 million contacts. Search for emails by domain or company name, find specific people's emails by name and domain, verify email deliverability, and discover emails from LinkedIn profiles or article URLs. Enrich emails with person and company data including name, position, social profiles, and location. Find phone numbers linked to domains or emails. Retrieve domain intelligence including email counts by department and seniority, email format patterns, technologies used, and domain status. Manage leads with full CRUD operations, organize leads into lists for campaign targeting, and receive webhook notifications when leads are saved. Track API usage, view activity logs, and manage account settings.

Tripadvisor

Search for hotels, restaurants, and attractions by keyword or geographic coordinates. Retrieve detailed location information including ratings, reviews, photos, addresses, and rankings. Map external property identifiers to Tripadvisor location IDs. Send review collection emails to hotel guests via Review Express. Check hotel opt-in status for review programs. Access TripConnect advertising campaign performance data including click and conversion metrics.

Twilio Sendgrid

Send transactional and marketing emails at scale. Create and manage dynamic email templates with Handlebars syntax. Manage contacts, lists, and segments for targeted campaigns. Validate email addresses in real-time or bulk. Monitor email delivery with detailed statistics on opens, clicks, bounces, and more. Manage suppressions including bounces, blocks, spam reports, and unsubscribes. Configure inbound email parsing to receive and process incoming emails. Authenticate sender domains (DKIM, SPF) and manage dedicated IP addresses and IP pools. Create and automate marketing campaigns with A/B testing. Manage subusers, teammates, and API keys with granular permissions. Receive real-time webhook events for delivery status, engagement tracking, and account changes.

Twilio Flex

Manage a cloud-based contact center across voice, SMS, WhatsApp, Facebook Messenger, and web chat channels. Create and manage customer interactions and conversations, add or remove participants, and transfer conversations between agents. Route tasks to agents using attribute-based rules with TaskRouter, managing workspaces, workers, task queues, and workflows. Configure Flex instance settings including UI appearance and enabled channels. Define messaging channel flows (Flex Flows) to control how inbound messages are routed. Access contact center analytics and insights including agent activity, queue metrics, and custom KPIs. Trigger and manage Studio communication workflows programmatically. Subscribe to interaction, task, and conversation events via webhooks and event streams.

Typefully

Create, schedule, and publish social media content across X (Twitter), LinkedIn, Threads, Bluesky, and Mastodon. Manage multi-platform drafts with per-platform tailored content, schedule posts for specific times or queue them into available slots, and publish immediately. Upload and attach media (images, videos, GIFs, PDFs) to posts. Organize content with tags, manage social sets (groups of connected platform accounts), and filter drafts by status. Receive webhook notifications for draft lifecycle events including creation, scheduling, publishing, status changes, tag changes, and deletion.

U 301

Shorten URLs with custom domains and slugs, delete short links, and generate QR codes for shortened URLs. List available domains including public system domains and private custom domains. Track link performance and manage link-in-bio pages.

Unione

Send transactional and marketing emails to up to 500 recipients per request with HTML, plaintext, and AMP support. Create and manage reusable email templates with substitution/merge tag engines (simple, velocity, liquid). Validate email addresses in real-time for correctness and deliverability. Manage suppression lists to control blocked recipients by cause (unsubscribed, bounced, complained). Register and verify sender domains with DNS records (DKIM, SPF). Track email delivery events including opens, clicks, bounces, unsubscribes, and spam complaints via webhooks. Export historical event data as CSV dumps filtered by status, recipient, sender, or campaign. Manage tags for categorizing and analyzing email delivery statistics. Create and manage isolated projects with separate API keys, domains, and sending limits. Schedule emails up to 24 hours in advance and handle subscription management with re-subscribe flows.

Uniqode

Create, manage, and track QR codes, NFC tags, BLE beacons, and geofences for proximity marketing. Build campaigns including URL redirects, landing pages, feedback forms, digital business cards, coupons, and vCard contacts. Download QR codes in multiple formats (PNG, SVG, PDF) with custom branding. Bulk-create QR codes via CSV upload. Manage geofences with geographic triggers. Retrieve scan analytics with time-series performance data, impression details, and CSV report exports. Capture leads and form responses from campaign interactions. Monitor beacon battery levels and hardware status. Organize products by physical places and locations.

Unisender

Manage email and SMS marketing campaigns. Create, update, and delete contact lists, subscribe and unsubscribe contacts, and import/export contacts in bulk. Design email messages and reusable templates, launch email campaigns with scheduling and A/B testing, and send SMS messages to lists or individual numbers. Manage custom contact fields, tags, and subscriber notes. Retrieve campaign statistics including opens, clicks, bounces, and delivery status. Configure webhooks for real-time notifications on email delivery, subscribes, unsubscribes, and campaign status changes. Manage sender domain verification and account settings.

Userflow

Manage users, groups, and events for in-app onboarding experiences. Create, update, retrieve, list, and delete users with custom attributes. Manage groups (companies/accounts) and memberships. Track custom events for segmentation and personalization. Retrieve content objects like flows, checklists, and launchers. Manage webhook subscriptions to receive notifications for user, group, flow, checklist, and launcher events. Administer account settings, team members, and invitations.

Userlist

Manage users, companies, and their relationships for SaaS email marketing automation. Create, update, and delete user and company records with custom properties. Track behavioral events performed by users or companies. Send transactional emails and in-app messages using templates or custom content. Manage user subscription preferences for messaging topics. Receive webhook notifications for user, company, relationship, message, and form events.

Uservoice

Manage product feedback, feature requests, and customer ideas. Create, update, and organize suggestions across forums. Track votes and supporters on ideas. Update suggestion statuses through their lifecycle (under review, planned, completed). Manage users, accounts, and teams. Organize feedback with labels and categories. Link suggestions to features for roadmap planning. Upload file attachments to suggestions and notes. Retrieve NPS ratings data. Create and manage internal notes and public comments. Import external users and accounts in bulk. Configure webhooks for suggestion, vote, and status change events.

Verifiedemail

Verify email addresses in real time and clean bulk email lists. Perform single email verification with domain health checks, mail server validation, misspelled domain detection, role/alias identification, and deliverability scoring. Upload and process bulk email lists to eliminate undeliverable addresses with 99% precision. Set up continuous list maintenance to automatically re-verify and sync email lists with CRMs and email providers. Manage webhooks to receive notifications on verification job completion. Check credit balance and configure auto-refill settings. Manage API keys with granular permissions for different verification functions.

Agencyzoom

Manage insurance agency sales automation and CRM operations. Create, search, update, and delete leads (personal and commercial) with pipeline stage tracking and status management. Manage customers, policies, and opportunities with carrier and product line associations. Create and track insurance quotes, service tickets, and tasks (to-dos, calls, emails, meetings). Handle policy lifecycle events including endorsements, renewals, and cancellations. Manage opportunity details like drivers and vehicles. Search and manage email and SMS threads. Retrieve reference data including carriers, product lines, employees, lead sources, pipelines, and custom field definitions. Supports life and health lead management and batch contact creation.

Crustdata

Enrich, search, and monitor B2B company and people data in real time. Look up companies by domain, name, or ID to retrieve 250+ data points including headcount, funding, web traffic, job openings, and product reviews. Screen and filter companies by firmographic and growth criteria to build targeted prospect lists. Enrich professional profiles using LinkedIn URLs, emails, or name-company combinations to get employment history, skills, and contact info. Search for people by title, location, seniority, function, and recent job changes. Retrieve structured job listings with 30+ data points and 35 search filters. Access social media posts with engagement metrics for people and companies. Perform structured web searches returning entity-linked results for press releases, funding news, and product launches. Subscribe to real-time webhook notifications for job changes, funding rounds, headcount shifts, new job postings, and social media activity via the Watcher API.

Esputnik

Manage contacts, segments, and omnichannel marketing campaigns across Email, SMS, Viber, Web Push, Mobile Push, App Inbox, Telegram, and In-App channels. Add, update, delete, and search contacts with custom fields and subscription management. Create and manage dynamic and static audience segments. Send bulk broadcasts or individual triggered messages with dynamic content. Generate custom events to trigger automated workflows for abandoned carts, transactional emails, and post-purchase follow-ups. Manage orders, upload promotional codes, configure product feeds, and retrieve personalized product recommendations. Track message delivery statuses and contact activity via webhooks. Retrieve account information, billing history, and organization balance.

Follow up Boss

Manage contacts, leads, deals, and communications in a real estate CRM. Create, update, and search contacts with automatic deduplication. Ingest leads and events from IDX websites and lead sources. Track calls, emails, and text messages associated with contacts. Manage deals and pipelines with customizable stages. Create and assign tasks and appointments for follow-up. Enroll contacts in action plans and automations. Add notes with reactions and threaded replies for team collaboration. Manage email and text message templates. Handle team, user, and group management including round-robin lead distribution and shared lead pools. Configure custom fields, stages, and pipelines. Build custom inbox app integrations. Subscribe to webhooks for real-time notifications on contacts, deals, tasks, appointments, communications, and configuration changes.

Forcemanager

Manage accounts, contacts, opportunities, activities, sales orders, and products in a mobile-first CRM for field sales teams. Create and update company records with geolocation and custom fields. Track sales activities including visits, calls, and meetings with check-in/check-out location data. Manage opportunities through their lifecycle with amount, probability, and status tracking. Create sales orders with line items, multi-level discounts, and product references. Maintain a product catalog with pricing and categorization. Manage calendar events and tasks linked to accounts, contacts, and opportunities. Search and filter records using advanced query capabilities. Map external system IDs for ERP/CRM synchronization.

Freshsales

Manage leads, contacts, accounts, and deals in Freshsales CRM. Create, view, update, delete, and list leads with lead scoring and conversion to contacts. Manage contacts and accounts. Track and manage deals through pipelines. Create, view, update, delete, and list tasks, appointments, notes, and sales activities. Search across entities using keywords or exact contact filters, work with saved views, and retrieve field metadata.

Freshservice

Manage IT service management (ITSM) operations including tickets, incidents, problems, changes, releases, and assets. Create, update, filter, and resolve tickets and service requests with conversations, approvals, and time entries. Track and manage IT assets with lifecycle management, relationships, software tracking, and search. Handle change management with approval workflows, maintenance windows, and impact analysis. Manage problems with root cause analysis and linked changes. Create and organize knowledge base articles with multilingual support and publishing workflows. Manage projects with tasks, sprints, and dependencies. Handle employee onboarding/offboarding lifecycle workflows. Configure on-call schedules, escalation policies, and alert management for IT infrastructure monitoring. Manage contracts, purchase orders, vendors, departments, locations, and SLA policies. Operate public-facing status pages with incident and maintenance updates. Manage agents, requesters, groups, and roles. Support service catalog items and custom objects for extending data models.

Gorgias

Manage customer support tickets across multiple channels (email, chat, phone, SMS, social media). Create, update, search, and close tickets. Add messages, internal notes, and file attachments to tickets. Manage customer records, merge customers, and enrich profiles with custom fields. Create and apply tags to organize tickets. Build and manage macros for reusable response templates. Configure automation rules triggered by ticket events and conditions. Send customer satisfaction surveys. Manage helpdesk users, teams, roles, and permissions. Create custom ticket views with filters. Retrieve support performance statistics and download reports. Handle voice calls and call recordings. Run bulk operations like mass ticket closures and data exports. Configure HTTP integrations and webhooks for real-time event notifications when tickets are created, updated, or receive new messages.

Ghost

Manage a Ghost publishing platform including posts, pages, tags, members, newsletters, tiers, and site settings. Create, read, update, and delete posts and pages with support for draft, published, and scheduled states. Organize content with tags. Browse, add, and edit members and their subscriptions. Manage membership tiers and promotional offers. Configure and manage multiple newsletters. Upload images and themes. Read site settings and staff/user data. Access published content via a read-only Content API for headless CMS use cases. Register and manage webhooks for events such as post publishing, member changes, and tag updates.

Google Contacts

Create, read, update, and delete contacts with rich data fields including names, emails, phone numbers, addresses, organizations, birthdays, and notes. Search contacts by name, email, or phone number. Manage contact groups (labels) by creating, updating, and listing groups and their members. Access "Other contacts" automatically saved by Google. Browse Google Workspace directory profiles. Retrieve authenticated user profile information and public Google profile data. Manage contact photos.

Helpdesk

Manage customer support tickets including creating, updating, assigning, and filtering tickets by status, priority, tags, teams, and custom fields. Add public or private messages and attachments to ticket conversations. Import historical tickets from other systems. Manage agents with roles, team membership, and autoassignment settings. Organize agents into teams with configurable email templates and reply addresses. Create automation rules with triggers and actions to automatically process tickets. Define reusable macros and canned response templates. Configure custom email domains and mailboxes for inbound routing. Create saved ticket filter views. Access reports on ticket volume, ratings, response times, and resolution times. Query audit logs of system changes. Manage webhooks for ticket lifecycle events including creation, updates, status changes, assignment changes, new messages, and tag changes.