Swopi can send leads straight to these CRMs and tools. You connect all of them in the dashboard under Integrations.
#CRMs
- RAYNET CRM: new contacts are sent to RAYNET on their own.
- Pipedrive: a lead is created as a person, or as a person with a lead. Duplicates are checked by email.
- HubSpot: creates or updates a contact by email.
- eWay-CRM: a lead is saved as a contact.
- Microsoft Dynamics 365: a lead is created as a Lead or a Contact.
- Salesforce: a lead is created as a Lead or a Contact. One click to connect.
- Zoho CRM: a lead is created as a Lead or a Contact. One click to connect.
- Odoo: a lead is saved as a contact or an opportunity, and the company is linked for you.
- SugarAI: a lead is created as a Lead or a Contact. Duplicates are checked by email.
- monday.com: a lead is created as an item on a board you pick.
#Other tools
- Outlook (personal): leads you capture are saved to your Outlook contacts.
- Zapier: a new lead starts your Zap and sends the data to other apps.
- Slack: you get a message in your chosen channel for each new lead.
#Outlook for the whole team Teams
The admin connects Outlook (whole team) with one sign in, and leads are saved to the Outlook of the whole team.
#Detailed guides
You find the technical steps for each CRM in our docs, for example Salesforce, Microsoft Dynamics 365 or eWay-CRM.
#Your CRM is not on the list?
You can download your leads as a CSV file, see Export contacts. Or write to support@swopi.co and tell us which CRM you use.
To connect a CRM, see How to connect your CRM.