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Integrations

Connect every lead source and channel

17 live integrations — Meta Lead Ads, WhatsApp, web forms, email providers, and the CRM API.

Talk to an expertAPI & developers

Lead capture

Every inbound channel — paid social, web forms, APIs and imports — unified in real time.

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PAID SOCIAL

Meta Lead Ads

Facebook & Instagram forms

Every Meta lead form flows straight into your inbox the second it's submitted — no CSV exports, no delay.

Available on Professional+ plans

What syncs
  • ✓Lead form fields
  • ✓Campaign and ad set metadata
  • ✓UTM parameters
Setup steps
  1. 1Connect Meta Business account
  2. 2Map form fields to CRM
  3. 3Enable webhook sync
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OWNED CHANNEL

Website forms

Embed & capture

Drop one snippet on your site and every enquiry lands as a scored, routed lead — styled to match your brand.

Available on Starter+ plans

What syncs
  • ✓Form submissions
  • ✓Custom and hidden fields
  • ✓Page URL and referrer
Setup steps
  1. 1Generate embed snippet
  2. 2Add to your website
  3. 3Map fields and routing rules
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▣
OWNED CHANNEL

CRM embedded forms

Hosted capture pages

Create branded capture pages hosted by DigiPix — share links or embed without building your own forms.

Available on Starter+ plans

What syncs
  • ✓Form submissions
  • ✓UTM and source tags
  • ✓Consent fields
Setup steps
  1. 1Create form in CRM
  2. 2Customize fields and branding
  3. 3Share link or embed
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DEVELOPER

REST Lead API

Programmatic ingestion

Push leads from any system via REST — trade portals, custom apps and legacy databases.

Available on Professional+ plans

What syncs
  • ✓Lead records
  • ✓Custom field payloads
  • ✓Source and UTM metadata
Setup steps
  1. 1Generate API key
  2. 2POST to lead ingestion endpoint
  3. 3Configure routing rules
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⇅
DATA

CSV import & export

Bulk data migration

Import thousands of leads, contacts and deals from spreadsheets — with field mapping and duplicate handling.

Available on Starter+ plans

What syncs
  • ✓Leads, contacts, companies
  • ✓Deal records
  • ✓Custom field columns
Setup steps
  1. 1Download CSV template
  2. 2Map columns to CRM fields
  3. 3Run import job with validation
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Communication channels

WhatsApp, email and SMS providers connected to your CRM inbox.

✆
MESSAGING

WhatsApp Business

Two-way messaging

Reply to leads over WhatsApp without leaving the deal — full threads attach to the record automatically.

Available on Professional+ plans

What syncs
  • ✓Inbound and outbound messages
  • ✓Delivery and read receipts
  • ✓Message templates
Setup steps
  1. 1Verify business number
  2. 2Connect WhatsApp Business API
  3. 3Configure templates and inbox
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▦
MESSAGING

Twilio SMS

Text messaging

Send and receive SMS from the CRM — reminders, follow-ups and notifications with delivery tracking.

Available on Professional+ plans

What syncs
  • ✓Outbound SMS messages
  • ✓Inbound replies
  • ✓Delivery status
Setup steps
  1. 1Connect Twilio account
  2. 2Configure sender number
  3. 3Enable SMS on workflows
Talk to an expert →
✉
EMAIL

SendGrid

Transactional email

Send CRM emails through SendGrid with deliverability tracking, bounce handling and template support.

Available on Starter+ plans

What syncs
  • ✓Outbound emails
  • ✓Open and click events
  • ✓Bounce and unsubscribe status
Setup steps
  1. 1Add SendGrid API key
  2. 2Verify sending domain
  3. 3Configure default from address
Talk to an expert →
☁
EMAIL

AWS SES

Cloud email delivery

Route CRM email through Amazon SES for high-volume sending with AWS-native monitoring.

Available on Business+ plans

What syncs
  • ✓Outbound emails
  • ✓Delivery and bounce events
  • ✓Complaint tracking
Setup steps
  1. 1Configure SES credentials
  2. 2Verify domain in SES
  3. 3Set as email provider
Talk to an expert →
✉
EMAIL

SMTP

Custom mail server

Connect your own SMTP server for email sending — full control over deliverability and branding.

Available on Starter+ plans

What syncs
  • ✓Outbound emails
  • ✓Send logs
  • ✓Error and bounce reports
Setup steps
  1. 1Enter SMTP host and credentials
  2. 2Verify connection
  3. 3Set as default sender
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Marketing & analytics

Ad platforms and analytics tools for attribution and campaign performance.

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ATTRIBUTION

Meta Marketing API

Ad performance sync

Pull campaign spend and performance data for attribution — connect ad investment to pipeline and revenue.

Available on Professional+ plans

What syncs
  • ✓Campaign spend and impressions
  • ✓Ad set performance
  • ✓Conversion events
Setup steps
  1. 1Connect Meta ad account
  2. 2Grant marketing API access
  3. 3Map campaigns to CRM sources
Talk to an expert →
Developers

Build on the CRM Public API

Read and write leads, contacts, deals and activities programmatically. Push events with outbound webhooks or ingest custom payloads via inbound webhooks.

  • REST API with organization-scoped credentials
  • Outbound webhooks for lead, deal and activity events
  • Inbound webhooks for custom lead ingestion
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DEVELOPER

CRM Public API

Full REST access

Read and write CRM data programmatically — build custom dashboards, sync with your ERP or power internal tools.

Available on Professional+ plans

What syncs
  • ✓Leads, contacts, deals
  • ✓Activities and tasks
  • ✓Custom fields
Setup steps
  1. 1Generate API credentials
  2. 2Review endpoint documentation
  3. 3Build against sandbox
Talk to an expert →
→
DEVELOPER

Outbound webhooks

Event notifications

Push CRM events to your systems in real time — new leads, stage changes, won deals and more.

Available on Professional+ plans

What syncs
  • ✓Lead created/updated
  • ✓Deal stage changes
  • ✓Activity and task events
Setup steps
  1. 1Register webhook endpoint
  2. 2Select event types
  3. 3Verify signature handling
Talk to an expert →
←
DEVELOPER

Inbound webhooks

External event ingestion

Receive events from external systems into the CRM — custom lead sources, form builders and middleware.

Available on Professional+ plans

What syncs
  • ✓Custom lead payloads
  • ✓External event data
  • ✓Mapped CRM fields
Setup steps
  1. 1Create inbound webhook URL
  2. 2Define payload schema
  3. 3Map to CRM fields
Talk to an expert →
☁
INFRASTRUCTURE

S3-compatible storage

File infrastructure

Attachments, proposals and import files stored on S3-compatible object storage with virus scanning.

Available on Starter+ plans

What syncs
  • ✓File uploads and downloads
  • ✓Version history
  • ✓Scan status
Setup steps
  1. 1Configure storage bucket
  2. 2Set retention policies
  3. 3Enable virus scanning
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Talk to an expertDeveloper docs (Help center)

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