Integration

INTEGRATIONS

Connects With Tools You Already Use

Our platform is built to work effortlessly with the tools you already use. Whether it’s marketing automation, sales pipelines, support systems, or business intelligence — we bring everything together in one connected ecosystem. No more switching between tabs, exporting CSVs, or dealing with disconnected data. With just a few clicks, you can integrate your favorite applications and unlock a smoother, faster, and more intelligent way of working.

What are CRM integrations?

CRM integrations connect your CRM platform to third-party applications and share data between them. These system integrations combine everything you need to help all your teams do their jobs effectively.

CRM integration features

Streamline communication

Use email integration and customizable email templates to sync contact data and send and receive emails directly from Pipedrive, including contracts and invoicing.

Collaborate with marketing automation

Generate more qualified leads for sales reps by segmenting your audience to personalize your email marketing.

Build custom integrations

Use our open API (application programming interface) to integrate tools that aren’t already on our Marketplace and enhance your CRM functionality.

Keep up to date when on the go

With a mobile CRM platform suitable for large or small businesses, you can access customer data and deal information anytime, anywhere.

Use insights to get better results

Uncover the best lead generation activities, find opportunities and identify bottlenecks through customer insights and sales reporting.

Automate Workflows

Automatically collect contact details, synchronize external databases and track messaging and document engagement in real time so sales reps can focus on building relationships.

Benifits

The benefits of CRM Integrations

The best CRM supports integrations that empower your sales teams. They connect all your best tools to boost productivity and customer satisfaction.

An integrated CRM allows you to:

Automate sales tasks. Save time with automated processes that sync between all software tools in your revenue cycle.
Adapt your sales workflows.. Easily create custom workflows that reflect your business needs and sales pipeline.
Sync with all your favorite tools..Support the creation of new integrations via open API.
Collaborate with ease. . Help your sales team communicate with leads, customers and other team members without jumping between software tools.
Break down silos. Keep all your CRM data, including contact information and contact history, in one place for easy access across departments.

Our Process

How It Works

Set Up An Integration In Minutes

No technical knowledge required. Click, connect and you are done.

Choose Your Integration

Browse our integration marketplace and select the apps you want to connect. See exactly what data will sync and how the integration works before you activate it.

STEP 1

Authenticate & Connect

Click "Connect" and sign in to your existing account. We'll handle the authentication securely. No API keys to copy, no complex setup. Just authorize the connection and you're done.

STEP 2

Configure Your Preferences

Choose what data to sync, set up custom field mappings, and decide how often to refresh. Most integrations work perfectly with the default settings, but you can customize everything.

STEP 3

Start Syncing Automatically

Invite your team, set permissions, and everyone sees the same information. Add notes, log activities, update deal stages—it all syncs in real-time. No more forwarding emails or asking "what's the latest?"

STEP 3

SWITCHING CRMs?

Migrate From Your Old CRM Seamlessly

Moving from Salesforce, HubSpot, or Pipedrive? We’ll help you import all your data—contacts, deals, activities, custom fields, everything. Most migrations complete in under an hour.

Data sync

Automatically push data at a configurable cadence to systems of record like CRMs, case management solutions, and archiving platforms.

Business actions

Add third-party actions as part of your Moxo workflows. Third party apps open within Moxo Flow Workspaces to create seamless experiences.

Automations

Automate actions in external applications based on triggers within Moxo. Send data from Moxo actions to third parties automatically.

Custom integrations

Create completely custom integrations by leveraging webhooks, Moxo APIs or tools like Zapier to push and pull data to and from Moxo.

We integrate with your favorite business apps

FREQUENTLY ASKED

Questions About Integration

We’ve been doing this long enough to know what you’re wondering. If your question isn’t here, we probably haven’t been asked it yet—so reach out and help us improve this page.

Are integrations included in all plans?

All our native integrations are included in every plan. API access
is available on Business and Professional plans. Third-party tools
like Zapier may have their own pricing.

How long does setup take?

Can I disconnect an integration?

What happens to my data when I connect?

Integration data is encrypted in transit and at rest. We only access
what you authorize and never share your data with third parties. You
can export or delete integration data anytime.

Do integrations cost extra?

Can I request a new integration?

MixCrm