Connect the tools your team uses.
Keep everyone on the same page by integrating your CRM with the systems and solutions your team relies on.
From Microsoft 365 and Google Workspace to Xero, Sage, Zapier, Mailchimp and our open API — OpenCRM plugs into the tools you already use, so information flows automatically and nothing gets re-keyed.
One CRM, connected to everything
Sixteen ready-made integrations — plus a full API and webhooks — so your CRM works hand in hand with the rest of your business.
Microsoft 365
Seamlessly connect your Microsoft 365 account to synchronise your Calendar, Tasks and Contacts with OpenCRM. Teams meetings and Bookings show in your CRM, project tasks link to Microsoft Planner, and it works both ways.
Read about 365 →
Connect your business seamlessly to Google Workspace. Our integration automatically synchronises your Google Contacts, Calendar, Tasks and Emails with OpenCRM, keeping your daily workflows efficient and up to date.
Read more →
All your Emails
Email is the backbone of business communication. Our integration automatically copies and stores your team’s emails against the correct records in OpenCRM — with global exclusion rules or custom privacy settings for full control.
Read more →Outlook
Choose between automated tracking with Pop2OpenCRM and our manual desktop Outlook integration. With the Outlook tool, link emails directly to OpenCRM records with a single click.
Microsoft integrations →
Stripo
Need help designing emails? Our integration with Stripo lets you build professional, responsive templates quickly with no HTML required. Once designed and tested, click export to send it to your OpenCRM dashboard.
See it in action →
Zapier
Automate your workflows with our Zapier integration. Zapier connects your essential tools in a few clicks, ensuring critical business information is always exactly where you need it.
See it in action →
API
Need to connect a system not listed here? Our API enables custom integration, letting you build a seamless interface between OpenCRM and your other critical software tools.
Developer guide →
Webhooks
When Zapier isn’t an option, our custom webhooks offer a bespoke alternative — automatically pushing and collecting data across your applications so information flows seamlessly between systems.
Read more →
Mailchimp
Prefer Mailchimp for your campaigns? Our integration seamlessly connects your bulk email activity to OpenCRM, letting external marketing teams or separate departments keep using the tools they love.
Read more →
Campaignmaster
Prefer Campaignmaster? Push campaign data directly from OpenCRM, deploy your emails via Campaignmaster, and automatically track performance metrics across both platforms.
Read more →
Sage 50 Accounting
Seamlessly connect your accounting and operational workflows. This flexible integration synchronises invoices and company balances between OpenCRM and Sage 50 Accounts. Premium feature, billed separately, requires one Sage 50 user seat.
Read more →
Xero
Automate your accounting with our Xero integration. It automatically pushes invoices from OpenCRM to Xero on a rolling schedule, and payments recorded in Xero sync back instantly to update your invoices and company records.
Get the details →
Jotform
Streamline data collection with our Jotform integration. Automatically import data from contact forms, surveys or bookings straight into OpenCRM, with offline form completion via Jotform’s mobile app syncing as soon as you’re back online.
Read more →
Dashly & Gist
Streamline your communication with our Dashly and Gist integrations. Automatically convert live chats into OpenCRM leads or contacts, log conversations as activities, and turn customer chats into opportunities or support tickets.
Read more →
ClicData
Unlock deeper operational insight by connecting OpenCRM to ClicData. Aggregate data from multiple platforms, transforming scattered information into beautiful, interactive BI dashboards.
Set it up →
Webex Interact
Send targeted SMS messages directly from your CRM so they’re seen within seconds. Full administrative control: authorise specific senders, create unlimited personalised templates, and automate text messaging across your workflows.
Read more →Integration questions, answered
The common things teams ask before connecting OpenCRM to their other systems.
What are CRM integrations?+
CRM integrations connect your CRM system with other business applications, allowing information to flow between systems automatically. This reduces manual data entry, improves data accuracy and ensures teams have access to up-to-date information across the business.
How can CRM integrations improve business efficiency?+
They streamline day-to-day processes by connecting sales, marketing, finance, customer service and other functions. By reducing duplicate work and improving data visibility, businesses operate more efficiently and make better-informed decisions.
Can a CRM integrate with the software my business already uses?+
Yes. OpenCRM integrates with a wide range of business applications — email platforms, accounting software, marketing tools, productivity suites and automation platforms — creating a more connected technology ecosystem and reducing the need to switch between systems.
What features should I look for in CRM integration software?+
Look for pre-built integrations, data synchronisation, workflow automation, API access, secure data transfer, reporting capabilities and support for commonly used business applications — capabilities that help you connect systems and scale processes more effectively.
Do I have to sign a long contract?+
No. OpenCRM subscriptions are based around the accepted principle of Pay As You Go. In other words, you pay a monthly subscription in advance and can cancel at any time.
Can’t see the tool you need?
Talk to our UK-based team about your setup, or start your free trial today — no up-front commitment, no hidden fees.