CRM integrations

Keep leads flowing both ways with your CRM

Leads and activity sync with whatever external CRM you use. Sync jobs manage the actual data movement, while CRM webhooks let events inside Sendbox trigger actions on the CRM side.

Set up in under 15 minutes
sendbox / workspace / crm integrations

CRM Integrations

Workspace

Live

Set up the connection

Wire up the integration with your external CRM and decide which data should move in which direction.

  • Push/pull sync
  • Dedicated sync jobs
  • CRM webhooks
  • Flexible configuration
Two-way CRM sync, not a one-time export
inside the app

A look inside the Sendbox dashboard, where CRM Integrations lives.

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sync features

Your CRM never falls behind

Start sending

Push/pull sync

Leads and data move in both directions between Sendbox and your external CRM.

Dedicated sync jobs

Sync jobs handle the data flow, so you're not left building your own integration.

CRM webhooks

Campaign events in Sendbox can trigger actions in your CRM.

Flexible configuration

Choose what syncs, which direction it flows, and what triggers it.

quick setup

Two clicks and your CRM is wired up

Start sending
  1. Step 1

    Set up the connection

    Wire up the integration with your external CRM and decide which data should move in which direction.

  2. Step 2

    Set up the sync jobs

    Sync jobs push leads out to your CRM and pull data back into Sendbox, configure them to match how your team actually works.

  3. Step 3

    React with webhooks

    CRM webhooks fire when something happens in Sendbox, giving your CRM a way to respond to new leads, replies, and other campaign activity.

Where it fits

Keeping the pipeline current

Push positive replies into your CRM pipeline automatically, so sales picks them up without any manual entry.

Enriching leads from your CRM

Pull data you've already collected in your CRM back into Sendbox to personalize campaigns.

Logging activity automatically

CRM webhooks can push email activity into your CRM, so reps see the whole picture without switching tools.

the sync advantage

Sync runs both directions, not one CSV at a time

Why teams switch

Two-way CRM sync, not a one-time export

Sendbox keeps your CRM in step through dedicated sync jobs and webhooks that push and pull in both directions, this isn't a one-time data dump. You decide which direction data flows and what kicks off a sync, so it matches how your team actually works.

  • Beats Instantly
  • Beats Lemlist

Push, pull, and trigger, all connected

Sync jobs move data in both directions, leads and activity pushed to your CRM, or CRM data pulled into Sendbox.

  • CRM webhooks let your CRM react in real time to what's happening in your campaigns.
faq

Got questions? We've got answers.

Yes, Sendbox supports push/pull sync with external CRMs through sync jobs and CRM webhooks.

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