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, Stripe, Zapier and our open API — OpenCRM plugs into the tools you already use, so information flows automatically and nothing gets re-keyed.
One CRM, connected everywhere
33 ready-made integrations — across productivity, marketing, telephony, finance, payments and more — plus a full API, webhooks and secure data exchange for anything not listed here.
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 →Google Workspace
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.
Google Workspace →Microsoft Teams
Bring OpenCRM notifications straight into Teams. Deal updates, task reminders and support alerts land in the channels and conversations your team already watches, so nothing gets missed.
Ask about Microsoft Teams →Microsoft Planner
Link project tasks to Microsoft Planner so work stays visible on both sides — updates made in Planner reflect back in OpenCRM, keeping teams working from one plan.
Microsoft integrations →Microsoft Bookings
Appointments booked through Microsoft Bookings show automatically in OpenCRM, so your team has a complete view of scheduled meetings alongside everything else on the record.
Microsoft integrations →Calendly
Let prospects and customers book time straight into your calendar. Calendly bookings sync with OpenCRM so every meeting is logged against the right record automatically.
Ask about Calendly →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.
Email integration →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 →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.
Mailchimp →Campaignmaster
Prefer Campaignmaster? Push campaign data directly from OpenCRM, deploy your emails via Campaignmaster, and automatically track performance metrics across both platforms.
Campaignmaster →Dashly
Automatically convert Dashly live chats into OpenCRM leads or contacts, with conversations logged as activities against the right record — so no context gets lost between chat and CRM.
Dashly →Gist
Engage website visitors through Gist chat and capture lead information straight into OpenCRM, turning customer conversations into opportunities or support tickets automatically.
Gist →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.
Webex Interact →BulkSMS
Send SMS messages straight from OpenCRM using your BulkSMS account. Keep customer updates, reminders and alerts logged against the right record automatically.
Ask about BulkSMS →TxtLocal
An alternative SMS gateway for teams already using TxtLocal — send and log text communications from within OpenCRM without switching tools.
Ask about TxtLocal →Red Cactus (Bubbleconnect)
CTI telephony integration — log calls automatically, pop customer records on incoming calls, and give your team more context for every conversation.
Red Cactus →ViciDial
Built for contact centre environments — connect ViciDial’s telephony and call-queue tools to OpenCRM so agents work from a single, connected view of every customer.
Ask about ViciDial →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 →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.
Sage 50 →Kernel
Synchronise contact, company and order information between OpenCRM and Kernel, keeping records aligned without duplicate data entry.
Kernel →Orderwise
Import companies, contacts, quotes, orders and invoices from Orderwise into OpenCRM, giving your sales and operations teams one connected picture of every customer.
Ask about Orderwise →WooCommerce
Bring your online store into OpenCRM. Import WooCommerce orders and customer details automatically, so every purchase becomes part of the customer record.
Ask about WooCommerce →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 →Power BI
Connect OpenCRM data to Power BI to build custom reports and dashboards, giving your team deeper visibility into sales, pipeline and performance trends.
Ask about Power BI →Stripe
Accept card payments for products and services directly from OpenCRM, with payment status and details synced back to the record automatically.
Ask about Stripe →WorldPay
Process customer payments through WorldPay and keep OpenCRM’s invoice and payment records automatically up to date.
Ask about WorldPay →GeoNames
Plot customers and prospects on interactive maps within OpenCRM, making it easy to plan territories, visits and local campaigns.
Ask about GeoNames →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.
Jotform →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.
Webhooks →Data Exchange
Import and export data automatically using secure FTP processes — a reliable option for scheduled bulk transfers between OpenCRM and other systems.
Ask about Data Exchange →Integration questions, answered
The common things teams ask before connecting OpenCRM to their other systems.
How many integrations does OpenCRM offer?+
OpenCRM offers 33 ready-made integrations across productivity, marketing, telephony, finance, payments, BI and mapping — plus a full API, webhooks and secure FTP data exchange for anything not listed here.
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 if the tool I use isn’t listed?+
Our open API, webhooks and secure data exchange mean almost anything can be connected. Get in touch and we’ll talk through the best approach for your setup.
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.