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General

Integrations

Settings & Setup

2

min read

Integrating Seamless.AI with your given CRM has never been easier!

Map any data field from Seamless.AI to any available field in your CRM.

Getting Started

Connecting a CRM?

  1. Login to your account and navigate to account icon and click Integrations.
  2. Select the CRM you would like to connect to and follow the prompts to login to your account.
  3. Confirm your account has successfully connected, and move on to applying your settings and mappings.

Why you should connect your CRM?

Keep your CRM settings cohesive, organized, and up-to-dat

Don’t waste time making manual corrections every time you import data from Seamless.AI. Keep your preferred CRM settings the same no matter where your data lives!

Keep Your Data Organized: Keep your CRM settings cohesive, organized, and up-to-date.

Manual Corrections: Don’t waste time making manual corrections every time you import data from Seamless.AI. Keep your preferred CRM settings the same no matter where your data lives!

Take Control Over Your Data Imports: When you get ready to import contact data from Seamless.AI to your CRM, pick and choose what you want to send over.

CRM Integration options on Seamless.AI

CRMs Seamless.AI directly integrate with!

  • Salesforce
  • Hubspot
  • Microsoft Dynamics
  • Zoho
  • Keap - FKA InfusionSoft
  • Pipedrive
  • Salesloft
  • Insightly
  • Greenhouse
  • Outreach

If your CRM is not listed above, we recommend utilizing our functionality with Zapier in order to integrate with even more options! Not connecting a CRM or using a CRM?

Icon of a lit lightbulb.

Pro-Tip: Some Integrations require some users to have permissions with in your preferred CRM to be able to import contacts. Check out your CRM Settings and Mappings learning card!

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