All Collections
An Overview Of Integrations
An Overview Of Integrations

This article will provide you with information about the applications you can use to integrate into your CRM and where to find them.

Updated over a week ago

Integrations allow you to sync contact information, automate follow-ups, and more between different application platforms quickly and easily. By streamlining your workflows, integrations can help you take control of your business.

Integrations can open up a world of possibilities for you and your business. You can sync contacts and information into your CRM account using our native e-commerce app deep data integration. Furthermore, you can use Zapier to easily send contact information to project management tools such as Slack, Click-up, or Skyvia.

The adaptability of these integrations enables you to devise solutions to improve the efficiency of your business.

What are the main types of integration?

  1. Third-party tools that send data from one program to another.

    • These are integrations that are not native to the CRM. You'll need to utilize your CRM's API credentials in order to use this option.

    • To access your CRM's API, go to:

      • Settings

      • Click "Developer"

    • Common Use Cases of this are using systems like Zapier or Make to perform integrations.

      • We can integrate with any app that also integrates with Zapier.

    • If you need further assistance, you may reach out to [email protected] to help in integrating third-party tools.

  2. Native integrations

    • WolfPack CRM provides you with native integrations, such as Slack, Dropbox, and Bonjoro, so you can seamlessly work with your most commonly used business tools without ever having to leave your CRM. Enabling these integrations can be done with a few clicks inside WolfPack CRM.

    • To view native apps in your CRM, click on apps and hit all apps. You may also see popular apps by clicking on the "Popular apps" tab.

    • Clicking a specific native app in the applications section will take you to the apps page, where you can find instructions on how to connect that app to your CRM and its description.

    • You can find the deep data native integrations below:

      • Accounting apps - All accounting transactions are captured and recorded by accounting software. These apps allow you to manage your accounting from your CRM.

      • Analytic apps - You may utilize analytical apps to gather data and learn how users interact with your online and mobile applications as well as contacts' interactions with your CRM.

      • CMS Apps - These tools allow many you to generate, format, edit, and publish information, often on the internet, in a database, and presented in some form, such as a website.

      • CRM Apps - These are software systems that allow you to effortlessly track all conversations with your leads and clients while nurturing connections. They replace the multiple spreadsheets, databases, and applications that many organizations use to monitor customer data.

      • Databases Apps - Database applications can help you organize everything. They can develop tables quickly and easily to monitor anything from sales leads to sales planning to inventory management.

      • Developer Tools Apps - Developer Tools Apps will allow you to link your feed URL to email campaigns, which will automatically pull in fresh updates. Customize and automate your campaigns to keep your contacts up-to-date and highly relevant.

      • Documents Apps - With the use of sophisticated editing and style capabilities, document applications help you optimize your sales process and close more transactions. By ensuring that all of your documents are located correctly, you can maintain consistency in your sales process.

      • Ecommerce Apps - Using e-commerce integrations, you can automatically send your company data to the CRM and enhance your marketing impact.

      • Education Apps - With Education applications, you can create simple onboarding and training courses for your team. They are platforms meant to make it easier to construct your company guidebook. They keep all of the information your employees need to execute their jobs in one place, searchable, and trackable.

      • Event Management Apps - Connect event management applications to notify contacts of new event registrations or to make a deal when a new event takes place.

      • Form Apps - Form applications are a simple method to generate and use free HTML forms for your website or mobile app. These tools allow you to create lists, automate the entry of interested persons, and keep your contacts up-to-date and correct.

      • Human Resources Apps - The Human Resources apps are a straightforward, visually appealing recruiting tool and application monitoring system. As your applicants progress through the employment process, these applications may send automatic follow-up communications to them. Always keep your prospect up to date on the following stages, and eliminate the time-consuming, manual activities from the hiring process.

      • Lead Generation Apps - Integrate lead-generating apps into your CRM to identify and engage with website visitors, prospects, and leads.

      • Messaging Apps - Sales teams can clinch more deals and offer greater support with messaging software platforms. You may sync client contact information between messaging applications and your CRM, schedule automatic message deliveries, and maintain thorough contact logs.

      • Payments Apps - Accepting payments online and through mobile applications is possible with payment apps. You'll be able to start automations to send 1:1 messages that save you time and promote growth after you link payment applications with your CRM.

      • Project Management Apps - A productivity tool for handling both business and personal duties simultaneously. Maintain complete control over your tasks. Create a task, edit a contact, or add a deal note in your CRM and create a new task by syncing your CRM and project management applications.

      • Sales Apps - Using CRM data, prepare, deliver, and eSign sales papers automatically. Prepare ideas and contracts for your prospects and deliver them to them. Say goodbye to copying and pasting information into other document programs.

      • Scheduling Apps - You can automate bookings, payments, and reminders using scheduling apps. Your clients may use it to monitor real-time availability, make an instant reservation, and pay conveniently for an appointment, service, or event. You may create contacts with your customers, prospects, and leads automatically by integrating scheduling applications into your CRM.

      • Social Apps - Update your audience on social media regularly. Add news items and social media updates automatically to your email campaigns or automations. Updates that are follow-specific will keep your salesforce informed.

      • Storage Apps - When you link your CRM and storage apps, you can keep your company activities going smoothly. In your CRM, when a new transaction is formed, you have the option to add, copy, or download a file.

      • Support Apps - Support apps provide a platform for conversational relationships with your customers. Use real-time chat, bots, and tailored messaging to convert more website visitors.

  3. Auto-import tool

    • This tool, located on your import page, enables you to synchronize contacts from third-party applications into a list on your CRM - Plus, you can view a list of the services we can connect to!

    • The tool works by locating contacts that match your criteria and routinely refreshes the list in 30-minute intervals. Additionally, it provides the convenience of generating personalization tags tailored to the external service's name.

    • To locate them, follow the steps below:

      • From the Contacts overview page, click "Import"

        Import button in contacts.jpg

As a business owner, you want to maximize your return on marketing investment. By selecting growth-oriented tools to integrate into your CRM, you can make sure you get the most out of your marketing efforts. With the right tools, you can optimize your campaigns for maximum impact, ensuring you get the highest return possible. Take the time to research the right tools to ensure you're making the most of your marketing budget.

For assistance in finding the right tools for your business, reach out to us at [email protected]. Our team of professionals is here to help you get the most out of your marketing efforts. You can be sure that you are making the most of your marketing budget when you reach out to us. Don't wait - contact us today and we'll be glad to assist you!

Common Integrations & Questions

This is a running list of applications we can integrate with that through 3rd parties like Zapier or Make.

Did this answer your question?