This article illustrates how to connect your favorite apps in few steps 

  • Go to the settings icon in the top right corner then select Integration from the dropdown menu
  • Google Apps: Revamp CRM integrates with your favorite Google Apps to help streamline your business workflow
  • eCommerce: Connect your eCommerce store with your CRM, we offer 3 providers ShopifyBigCommerce and WooCommerce.
  • Web forms: Connect your web forms to Revamp CRM and have leads enter your marketing workflow automatically e.g. WufooJotformFormStack, Instapages or Unbounce.
  • Helpdesk & live chat: easily view and manage support tickets within your CRM account, every ticket will be associated with the relevant contact profile so you have a clear overview of each contact. You can connect to Freshdesk or Zendesk
  • Invoicing & Accounting: Import contacts & invoices from FreshBooks or Harvest 
  • Email Marketing: sync your segment or list any of the email marketing providers e.g. Mailchimp.
  • Social media & surveys: Connect all your social media& surveys provider help in improving customer retention & growth such as Survey monkey, LinkedIn and meetup
  • Click on the required app to start integrating.