CRM and Sales Tools integrations on Metorial

Imejisio

Generate custom images from pre-designed templates using dynamic data via API. Create social media graphics, e-commerce banners, and marketing visuals by customizing text, colors, images, QR codes, and other components. List and search design templates with pagination. Use an AI design assistant to create or update designs from natural language prompts. Supports text patterns for rich inline formatting, auto-resize text, and public shareable design pages.

Kit

Manage email subscribers, send broadcast emails, and automate marketing workflows for creators. Create, update, tag, and segment subscribers. Build and schedule broadcast campaigns with HTML support, audience targeting, performance stats, and link-click reporting. Manage sequences, sequence email steps, sign-up forms, landing pages, posts, snippets, and custom fields. Import purchase data and track e-commerce activity. Retrieve email templates, account information, engagement stats, and growth stats.

Kommo

Manage sales leads, contacts, companies, and pipelines in a messenger-based CRM. Create, read, update, and delete leads with pipeline stage tracking, loss reasons, and duplicate control. Manage contacts and companies with custom fields, tags, and entity linking. Create and organize sales pipelines with customizable stages. Handle tasks with deadlines and assignments linked to CRM entities. Send and receive messages through connected chat channels (WhatsApp, Telegram, etc.), manage conversation history, and track delivery status. Process incoming/unsorted leads from web forms and other sources — accept, decline, or link them. Upload and attach files to entities. Manage users, roles, and permissions. Create message templates including WhatsApp templates. Launch and control Salesbot automations for automated chat responses. Add AI knowledge sources and import products for AI features. Log calls and handle VoIP notifications. Subscribe to webhooks for real-time notifications on lead, contact, company, task, customer, and conversation events.

Leadiq

Search and retrieve B2B contact and company data for sales prospecting and data enrichment. Look up verified email addresses, phone numbers, and job positions for individual contacts by name, LinkedIn profile, or email. Search for companies by name or domain to get firmographics, technographics, funding data, and industry details. Perform advanced people searches filtered by job title, seniority, role, company size, location, and more, with results grouped by company or returned as a flat list. Check API credit usage and account plan details. Submit data corrections to report emails or phone numbers as valid or invalid.

Lemlist

Create, manage, and automate personalized email and LinkedIn outreach campaigns. Add, update, and track leads across campaigns with multichannel sequences (email, LinkedIn, phone). Search a built-in people database for prospecting and enrich contacts with email addresses, phone numbers, and LinkedIn profiles. Monitor campaign activity including sends, opens, clicks, replies, and bounces. Manage unsubscribe lists, inbox conversations, and manual tasks. Configure email warmup (lemwarm) for deliverability improvement. Track campaign statistics, manage connected email accounts, and sync data with CRMs. Receive real-time webhook notifications for email, LinkedIn, phone, and campaign lifecycle events.

Lexoffice

Manage accounting and bookkeeping data for German businesses. Create, retrieve, update, and filter contacts (customers and vendors). Create and manage sales documents including invoices, quotations, order confirmations, credit notes, delivery notes, and dunnings, with support for document chains and German e-invoicing formats (XRechnung, ZUGFeRD). Create and update bookkeeping vouchers with file attachments. Manage articles (products and services) for use in sales documents. Upload and download files such as receipts, PDFs, and e-invoice XML. Read payment status and history for vouchers and invoices. Access recurring invoice templates, organization profile, posting categories, payment conditions, and print layouts. Query across all voucher types with filtering by type, status, date, contact, and number. Subscribe to webhooks for real-time notifications on changes to contacts, invoices, quotations, vouchers, payments, and more.

Loyverse

Manage a cloud-based point-of-sale system for retail stores, cafes, and restaurants. Create, read, update, and delete items, categories, modifiers, and variants in the product catalog. Track and update inventory stock levels across multiple store locations. Create sales receipts and process refunds. Manage customer records with lookup by email or phone. Create and configure discounts, tax rates, suppliers, and POS devices. Read employee and shift data. Retrieve store locations, payment types, and merchant information. Receive real-time webhooks for receipt, item, inventory, customer, shift, employee, and store events.

Mopinion

Collect, retrieve, and analyze user feedback across web, mobile, and email channels. Retrieve account information, manage deployments that control where feedback forms appear, and manage reports and datasets. Retrieve feedback data with filters for date, rating, NPS, CES, GCR, and tags. Access field definitions to understand feedback structure. Configure webhooks to trigger on new feedback submissions with conditional rules based on scores, answers, or device metadata.

Moz

Analyze SEO metrics for URLs and domains, including Domain Authority, Page Authority, Spam Score, and link counts. Retrieve backlink data, anchor text analysis, and linking domain details. Perform keyword research with difficulty scores, search volume, intent analysis, and related suggestions. Discover link building opportunities through competitor link intersect analysis. Get top pages for any domain, global top-ranking pages and domains, and Brand Authority scores. Monitor index freshness and track API usage.

Odoo

Interact with Odoo's modular ERP platform to perform full CRUD operations across all installed business modules. Manage CRM leads, opportunities, and sales pipelines. Create and update quotations, confirm sales orders, and handle customer contacts. Create and manage invoices, vendor bills, journal entries, payments, and tax records. Manage products, stock levels, warehouse transfers, delivery orders, and serial number tracking across multiple warehouses. Create and manage purchase orders and automate procurement workflows. Manage employee records, contracts, attendance, time off, recruitment, and timesheets. Create and manage projects, tasks, and track progress. Manage eCommerce products, orders, and online store customers. Search records using domain filters, introspect models and fields, call business logic methods such as confirming orders or validating invoices, and dynamically create custom models. Configure incoming webhooks to trigger actions from external events, and outgoing webhook notifications when records change in Odoo.

Passcreator

Create, manage, and distribute digital wallet passes (loyalty cards, coupons, event tickets, boarding passes, membership cards) for Apple Wallet and Google Wallet. Design and manage pass templates with custom fields, colors, images, and barcodes. Create personalized passes with custom data, barcode values, expiration dates, and stored values like loyalty points or gift card balances. Void passes to mark them as invalid. Send passes via email or SMS, and generate unique download page URLs. Bundle multiple passes for single downloads. Validate passes through scan configurations and the companion scanning app. Attach location-based notifications with geographic coordinates. Perform bulk updates using segments and a flexible query language. Search passes with partial and fuzzy matching. Retrieve detailed pass statistics including creation timelines and OS breakdowns. Receive real-time webhook notifications for pass lifecycle events, template changes, scans, and message delivery status.

Pipedrive

Manage sales pipelines, deals, leads, contacts, activities, and products in Pipedrive CRM. Create, read, update, delete, and merge deals across configurable pipeline stages. Manage leads in the Leads Inbox and convert them to deals. Create and organize contacts (persons and organizations) with custom fields, followers, and notes. Schedule and track activities like calls, meetings, and tasks linked to deals or contacts. Maintain a product catalog with pricing and attach products to deals. Manage projects with boards, phases, and tasks. Define and track sales goals by user or team. Search across deals, leads, persons, organizations, files, and products. Attach notes, files, and mail threads to entities. Log calls and manage subscriptions. Configure webhooks to receive notifications on deal, lead, contact, activity, product, pipeline, stage, and user events.

Plausible Analytics

Query privacy-friendly website analytics data including visitors, pageviews, bounce rate, visit duration, and revenue metrics. Break down data by dimensions such as page, traffic source, country, device, browser, UTM parameters, and custom properties. Send pageviews and custom events programmatically for server-side or app tracking. Manage sites, goals (conversion tracking), custom properties, shared dashboard links, and guest user access. Filter analytics with operators like is, contains, and session-level filters. Supports configurable date ranges and time-series output.

Referralrock

Manage referral marketing programs, members, referrals, rewards, and payouts. Create and update program members (advocates) with unique referral codes and sharing URLs. Track and manage referrals through approval workflows (Pending, Qualified, Approved, Denied). Create, issue, and manage rewards tied to members or referrals. View pending payouts and process payout transactions. Manage email unsubscribe lists. Send contacts to invite feeds for automatic referral campaigns. Generate member access URLs for embedding share widgets and portals. Subscribe to webhooks for program, member, referral, reward, and email events.

Reddit Ads

Create, manage, and optimize advertising campaigns on Reddit. Configure campaign objectives, budgets, bidding strategies, and ad formats (text, image, video, carousel). Target audiences by subreddit, keyword, and interest category. Build and manage custom audiences using customer lists, website retargeting, lookalike audiences, and engagement retargeting. Send server-side conversion events via the Conversions API for offline attribution. Upload product catalogs for dynamic product ads. Retrieve campaign performance reports including impressions, clicks, CTR, CPC, spend, and conversions at account, campaign, ad group, and ad levels.

Retently

Manage customer experience surveys including NPS, CSAT, CES, and 5-Star metrics. Create, update, and delete customers with custom properties and tags. Send transactional surveys via email or in-app channels with optional delivery delays. Retrieve and annotate survey responses with topics, sentiments, and tags. Access campaign reports, score trends, and delivery statistics. Manage survey suppression lists and customer unsubscriptions. Monitor webhook events for new responses, score updates, bounces, and unsubscribes.

Servicenow

Manage IT service management records including incidents, problems, changes, and requests. Create, read, update, and delete records across any ServiceNow table. Query and manage Configuration Items (CIs) and their relationships in the CMDB. Browse and submit service catalog requests. Create and search knowledge base articles. Upload and manage file attachments on records. Import and transform bulk data from external systems using import sets. Manage users, groups, and role assignments. Trigger and interact with automated workflows and orchestration processes. Receive outbound webhook notifications for record changes via business rules.

Short Io

Create, manage, and track branded short links using custom domains. Shorten URLs individually or in bulk, configure custom slugs, expiration dates, password protection, and cloaking. Set up geo-targeting (country/region) and mobile-targeting (iOS/Android) redirects. Retrieve detailed click analytics including browser, location, referrer, and device breakdowns for individual links or entire domains. Generate QR codes for links, manage Open Graph metadata, manage multiple branded domains, and receive webhook notifications for link creation and click events.

Tinyurl

Create, manage, and analyze shortened URLs. Shorten long URLs with custom aliases, branded domains, tags, and expiration dates. Retrieve, update, archive, and delete existing short links. View link analytics including click counts, geographic distribution, referrers, devices, and browsers. Perform bulk link operations and manage branded domains for custom short links.

Proofly

Manage social proof notification campaigns and retrieve lead and conversion data. List, inspect, and toggle campaigns. Retrieve notification performance statistics including impressions, clicks, and leads. Access collected lead data with visitor details and geolocation. Add external conversions to notifications from third-party systems. View account activity logs and user information. Receive webhook events when new leads are collected.

Google Ads

Create, manage, and optimize advertising campaigns across Google Search, Display Network, YouTube, and Shopping. Configure ad groups, keywords, bidding strategies, audience targeting, and geographic targeting. Track and import conversions including offline and enhanced conversions. Generate reporting and analytics using Google Ads Query Language (GAQL). Plan keywords with historical metrics and forecasts. Manage account hierarchies and multi-account operations. Receive lead form webhook data from campaigns.

Clearbit

Enrich person and company data using email addresses and domain names. Look up detailed contact information, firmographic data, technographics, and social profiles. Identify anonymous website visitors by IP address to reveal associated companies. Prospect for leads by searching contacts by role, seniority, title, and location. Discover companies matching specific criteria like size, industry, and technology usage. Convert company names to domains, retrieve company logos, and score signups for fraud risk. Receive webhook notifications for enrichment results and audience segment matches.