38 docs tagged with "crm"

CRM and marketing automation platform with API key authentication and CRM data export

Activity feed retrieval, logging, and comment management for CRM records

Automatically adds CRM tags to deals when they enter a stage

Stage-scoped workflow automation for CRM pipelines

Imports Stripe customers as DashClicks contacts with field mapping, update/create logic, and import result tracking

CRM contact assignment and import notifications

Person and business lifecycle management, associations, exports, and mass operations

Export contacts, companies, opportunities, and notes from Keap CRM

Export deals, contacts, organizations, notes, pipelines, and stages from Pipedrive CRM

Centralized contact, deal, pipeline, automation, and reminder services for DashClicks CRM

CRM workflow automation engine with 11 action types and delay triggers

CSV deal import with field mapping and pipeline stage assignment

CRM deal pipeline and assignment notifications

Pipeline deal lifecycle, currency conversion, and automation overrides

Deal import and automation workflow processing

Custom property management for contacts, businesses, and deals

Dynamic CRM filters for contacts, deals, and businesses with real-time counts

Dynamic filtering system for CRM deals and contacts with real-time count aggregation, visibility controls, and custom filter management

Authoring, distributing, and processing DashClicks forms inside the Internal API service

Export contacts, companies, deals, and notes from Hubspot CRM

Hubspot CRM API integration for contact, company, and deal synchronization

Bulk CRM import orchestration for contacts and deals

Multi-integration webhook handler for Facebook, ClickFunnels, Unbounce, CallRail, Manychat, Instapage, Kartra and more with automatic CRM contact creation

Integration for Keap (formerly Infusionsoft) CRM and marketing automation platform

Inbound lead management with filtering, CRM integration, InstaSite/InstaReport building, and analytics widgets

Contact and deal notes with comments, pinning, and activity fan-out

Integration for Pipedrive CRM sales pipeline management platform

Pipeline configuration, reporting, and automation logging

CRM reminder notification service providing category-based filtering (upcoming, past due, completed), rich data population with deals and contacts, and dynamic click action URL generation

Task-style follow-ups for contacts and deals with activity logging

Automatically removes CRM tags from deals when they enter a stage

Complete OAuth 2.0 authentication and CRM data export documentation

Salesforce CRM API integration for contacts, opportunities (deals), and notes synchronization

Pipeline stage CRUD, automation hydration, and deal safety checks

Lightweight tag management with lock enforcement and bulk cleanup

Template management system for email, SMS, proposal, and task templates with system and user-level template support

Export contacts, accounts, deals, and notes from Zoho CRM with pagination

Zoho CRM API integration for contacts, accounts, deals, and notes management