We can now integrate seamlessly with any Zapier-friendly CRM. For a full list of Zapier-friendly CRMs, click here. To set up the integration, reach out to your Member Success Manager, or email Support.
To establish a connection to your CRM, we will conduct a quick discovery call with you. We will Identify what credentials will be used to access your CRM (we we request you establish a GuildQuality user within your domain), what triggers will be used to indicate the data we will import & which data points to import.
Here are the most notable Zapier-friendly CRMs that our members use:
- Acculynx
- ActiveCampaign
- Appointlet
- Clarity CRM
- Clickup
- CompanyCam
- Constant Contact
- Contractor Foreman
- Contractors Cloud
- CSG Marketing
- Emma
- GoCanvas
- Housecall Pro
- HubSpot
- Jobber
- JobProgress
- JobTread
- Keap
- Keep In Touch
- Lasso
- Leap
- Mailchimp
- Marketing 360
- Monday
- Podium
- Procore
- Quickbooks Time
- Sales Rabbit
- Sales Simplicity
- SharpSpring
- Slack
- Smartsheet
- SumoQuote
- Surefire CRM
- TeamGantt
- Thryv
- Trello
- Workiz
- Wrike