Integrations
App Connector
Google Workspace Integrations
Email Marketing & Lead Generation
- Mailchimp Integration
- Activepipe Integration
- LinkedIn Integration via Surfe
- Mailchimp Legacy Integration
- Outfunnel Integration
- Reply Integration
Payments & Accounting
Teamwork & Project Management
Documents & Customer Communications
Building Integrations Using Zapier
- Working with the Zapier Integration
- Update Person records with related Company data
- Capture Wufoo form submissions to create a Person or Lead
- Passing through Value of an Opportunity to the Company
- Adding a Person record via business card scanner
- Create a custom webhook to relate a Person to an Opportunity