OpenCRM Integrations
Keeping everyone on the same page by integrating your CRM with the systems and solutions your team needs.
Microsoft 365
Seamlessly connect your Microsoft 365 account to synchronise your Calendar, Tasks, and Contacts with OpenCRM.
This ensures your Teams meetings and Bookings are visible in your CRM, while your project tasks link directly to Microsoft Planner. It works both ways, keeping your entire workflow perfectly in sync..
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.
All your Emails
Email remains the backbone of business communication. Our seamless integration automatically copies and stores your team’s emails against the correct records in OpenCRM.
For complete control, you can easily set up global exclusion rules or apply custom privacy settings on the go.
Outlook
Choose between automated tracking with Pop2OpenCRM and our manual desktop Outlook integration.
With the Outlook tool, you can link emails directly to OpenCRM records with a single click, keeping you fully in control.
Learn more about our Microsoft integrations here.
Stripo
Need help designing emails?
Our seamless integration with Stripo lets you build professional, responsive templates quickly, with no HTML required.
Once you’ve designed and tested your email, simply click export to send it directly to your OpenCRM dashboard.
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.
Read more to see how our Zapier integration can streamline your business.
API
If you need to connect a system not listed here, our API (Application Programming Interface) enables custom integration, allowing you to build a seamless interface between OpenCRM and your other critical software tools.
Webhooks
When Zapier isn’t an option, our custom webhooks offer a bespoke alternative.
By automatically pushing and collecting data across your applications, webhooks ensure critical business information flows seamlessly between your systems.
Mailchimp
Prefer Mailchimp for your campaigns?
Our integration seamlessly connects your bulk email activity to OpenCRM, allowing external marketing teams or separate departments to continue using the tools they love.
Campaignmaster
Prefer Campaignmaster for your campaigns?
Our seamless integration keeps your systems perfectly aligned.
You can push campaign data directly from OpenCRM, deploy your emails via Campaignmaster, and automatically track performance metrics across both platforms.
Sage50 Accounting
Seamlessly connect your accounting and operational workflows.
This flexible integration synchronises invoices and company balances between OpenCRM and Sage 50 Accounts. Transparency note:
This premium feature is billed separately and requires one Sage 50 user seat.
Xero
Automate your accounting with our Xero integration. This powerful feature automatically pushes invoices from OpenCRM to Xero on a rolling schedule.
Payments recorded in Xero are synced back instantly, updating your invoices and company records. Read the full technical details to see how this integration can work for your business.
Jotform
Streamline data collection with our Jotform integration.
This powerful feature automatically imports data from your contact forms, surveys, or bookings directly into OpenCRM, creating the exact records you need. It also supports offline form completion via Jotform’s mobile app, syncing your data seamlessly as soon as you’re back online.
Dashly & Gist
Streamline your communication with our Dashly and Gist integrations.
This feature automatically converts live chats into OpenCRM leads or contacts, logs conversations as activities, and lets you instantly convert customer chats into opportunities or support tickets.
ClicData
Unlock deeper operational insight by connecting OpenCRM to ClicData.
This integration enables you to aggregate data from multiple platforms, transforming scattered information into beautiful, interactive BI dashboards.
Webex Interact
Send targeted SMS messages directly from your CRM to ensure they are seen within seconds.
This integration gives you full administrative control: authorise specific senders, create unlimited personalised templates, and automate text messaging across your workflows.
