Direct / workflow
Check the built-in option first
A connection may live in account settings or as a workflow action. Supported records, direction and timing vary by app.
Browse the directory →Connect the tools your team already uses
Find your app, explore the related CRM workflow, and check what needs to move between systems before you start.
Zapier
Link a supported trigger to an action
Use the SMBcrm invite to add our private app. Check both apps’ supported events and any separate Zapier plan costs.
See the invite and setup steps →Custom connection
Plan the API work
For a custom workflow, have your developer review supported endpoints, permissions and webhooks before estimating the work.
Open developer documentation ↗App directory
Start with a tool you want to keep
Open an app for questions to check and a related product guide. A listing does not mean every feature in that app can sync. Confirm the connection available to your account before committing to a workflow.
54 app listings, including coming-soon connections.
HubSpotDirect / workflow · CRM & sales
Are you moving records once or keeping two systems connected? Decide which system owns each field.
Plan a move to SMBcrm → Plan this connection →
RoomMasterDirect / workflow · Hospitality
Which property system and version do you use? Confirm the guest and reservation fields needed for your workflow.
Explore hospitality workflows → Plan this connection →
AgilysysDirect / workflow · Hospitality
Which property system and version do you use? Confirm the guest and reservation fields needed for your workflow.
Explore hospitality workflows → Plan this connection →SJShijiComing soon · Hospitality
This connection is listed as coming soon. Confirm availability before including it in your setup plan.
Explore hospitality workflows → Plan this connection →
Outlook CalendarDirect / workflow · Calendars
Which calendar owns availability, and how should changes or cancellations be handled?
Explore booking and lead capture → Plan this connection →
Google CalendarDirect / workflow · Calendars
Which calendar owns availability, and how should changes or cancellations be handled?
Explore booking and lead capture → Plan this connection →
iCloud CalendarDirect / workflow · Calendars
Which calendar owns availability, and how should changes or cancellations be handled?
Explore booking and lead capture → Plan this connection →
CalendlyDirect / workflow · Calendars
Which calendar owns availability, and how should changes or cancellations be handled?
Explore booking and lead capture → Plan this connection →
Google WorkspaceDirect / workflow · Productivity
What event should start the workflow, and which task or record should it create or update?
Explore workflow automation → Plan this connection →
Google ContactsDirect / workflow · Productivity
What event should start the workflow, and which task or record should it create or update?
Explore workflow automation → Plan this connection →
Google FormsDirect / workflow · Productivity
What event should start the workflow, and which task or record should it create or update?
Explore workflow automation → Plan this connection →
Google Business ProfileDirect / workflow · Productivity
What event should start the workflow, and which task or record should it create or update?
Explore workflow automation → Plan this connection →
Google AnalyticsDirect / workflow · Analytics
Which event or campaign do you need to measure? Agree on the fields and reporting destination first.
Explore CRM reporting → Plan this connection →
Facebook & InstagramDirect / workflow · Social & ads
Which business account and lead source will you connect, and who owns the follow-up?
Explore advertising tools → Plan this connection →
LinkedIn Lead AdsDirect / workflow · Social & ads
Which business account and lead source will you connect, and who owns the follow-up?
Explore advertising tools → Plan this connection →
TikTok MessagingDirect / workflow · Social & ads
Which business account and lead source will you connect, and who owns the follow-up?
Explore advertising tools → Plan this connection →TikTok Lead AdsDirect / workflow · Social & ads
Which business account and lead source will you connect, and who owns the follow-up?
Explore advertising tools → Plan this connection →Google Lead AdsDirect / workflow · Social & ads
Which business account and lead source will you connect, and who owns the follow-up?
Explore advertising tools → Plan this connection →
WhatsAppDirect / workflow · Communication
Which messages or notifications should reach your team, and who will respond?
Explore the team inbox → Plan this connection →
SlackDirect / workflow · Communication
Which messages or notifications should reach your team, and who will respond?
Explore the team inbox → Plan this connection →
StripeDirect / workflow · Payments
Which payment methods and currencies do you need? Check processing fees and supported checkout types.
Explore payments and commerce → Plan this connection →
PayPalDirect / workflow · Payments
Which payment methods and currencies do you need? Check processing fees and supported checkout types.
Explore payments and commerce → Plan this connection →
SquareDirect / workflow · Payments
Which payment methods and currencies do you need? Check processing fees and supported checkout types.
Explore payments and commerce → Plan this connection →
QuickBooksDirect / workflow · Accounting
Which records need to move, in which direction? Confirm support for invoices, contacts and transactions separately.
Read about accounting sync and its limits → Plan this connection →
XeroDirect / workflow · Accounting
Which records need to move, in which direction? Confirm support for invoices, contacts and transactions separately.
Read about accounting sync and its limits → Plan this connection →
WaveDirect / workflow · Accounting
Which records need to move, in which direction? Confirm support for invoices, contacts and transactions separately.
Wave currently supports invoices in Accounting Sync; contact and transaction sync are not supported.
Read about accounting sync and its limits → Plan this connection →
ShopifyDirect / workflow · E-commerce
Which customer and order fields should reach the CRM, and what should happen after an order?
Explore commerce workflows → Plan this connection →
WooCommerceDirect / workflow · E-commerce
Which customer and order fields should reach the CRM, and what should happen after an order?
Explore commerce workflows → Plan this connection →
PrintfulDirect / workflow · E-commerce
Which customer and order fields should reach the CRM, and what should happen after an order?
Explore commerce workflows → Plan this connection →
NotionDirect / workflow · Productivity
What event should start the workflow, and which task or record should it create or update?
Explore workflow automation → Plan this connection →
ClickUpDirect / workflow · Productivity
What event should start the workflow, and which task or record should it create or update?
Explore workflow automation → Plan this connection →
AsanaDirect / workflow · Productivity
What event should start the workflow, and which task or record should it create or update?
Explore workflow automation → Plan this connection →
Monday.comDirect / workflow · Productivity
What event should start the workflow, and which task or record should it create or update?
Explore workflow automation → Plan this connection →
AirtableDirect / workflow · Productivity
What event should start the workflow, and which task or record should it create or update?
Explore workflow automation → Plan this connection →
BasecampDirect / workflow · Productivity
What event should start the workflow, and which task or record should it create or update?
Explore workflow automation → Plan this connection →
TypeformDirect / workflow · Productivity
What event should start the workflow, and which task or record should it create or update?
Explore workflow automation → Plan this connection →
FathomDirect / workflow · Productivity
What event should start the workflow, and which task or record should it create or update?
Explore workflow automation → Plan this connection →
ApifyDirect / workflow · Productivity
What event should start the workflow, and which task or record should it create or update?
Explore workflow automation → Plan this connection →
CanvaDirect / workflow · Other tools
Which information needs to move between tools, and who will check that it arrived correctly?
See how setup works → Plan this connection →
ClioDirect / workflow · Other tools
Which information needs to move between tools, and who will check that it arrived correctly?
See how setup works → Plan this connection →
OpenRouterDirect / workflow · AI · optional
What task should AI handle, what data may it use, and when should a person review the result? Check provider and workflow usage charges.
Explore optional AI examples → Plan this connection →
ManusDirect / workflow · AI · optional
What task should AI handle, what data may it use, and when should a person review the result? Check provider and workflow usage charges.
Explore optional AI examples → Plan this connection →
Mistral AIDirect / workflow · AI · optional
What task should AI handle, what data may it use, and when should a person review the result? Check provider and workflow usage charges.
Explore optional AI examples → Plan this connection →
SalesforceVia Zapier · CRM & sales
Are you moving records once or keeping two systems connected? Decide which system owns each field.
Check the available trigger and action in both apps. A Zapier connection is not a promise of two-way sync.
Plan a Zapier workflow. Confirm both apps’ supported records, sync direction, Salesforce API access and separate fees before setup. Check Salesforce API eligibility and pricing
Plan a move to SMBcrm → Get the Zapier setup steps → Plan this connection →
PipedriveVia Zapier · CRM & sales
Are you moving records once or keeping two systems connected? Decide which system owns each field.
Check the available trigger and action in both apps. A Zapier connection is not a promise of two-way sync.
Plan a move to SMBcrm → Get the Zapier setup steps → Plan this connection →
MailchimpVia Zapier · Email marketing
Which contacts and consent fields need to move? Plan how unsubscribes will stay consistent.
Check the available trigger and action in both apps. A Zapier connection is not a promise of two-way sync.
Explore follow-up automation → Get the Zapier setup steps → Plan this connection →CCConstant ContactVia Zapier · Email marketing
Which contacts and consent fields need to move? Plan how unsubscribes will stay consistent.
Check the available trigger and action in both apps. A Zapier connection is not a promise of two-way sync.
Explore follow-up automation → Get the Zapier setup steps → Plan this connection →
SendGridVia Zapier · Email marketing
Which contacts and consent fields need to move? Plan how unsubscribes will stay consistent.
Check the available trigger and action in both apps. A Zapier connection is not a promise of two-way sync.
Explore follow-up automation → Get the Zapier setup steps → Plan this connection →ANAuthorize.netVia Zapier · Payments
Which payment methods and currencies do you need? Check processing fees and supported checkout types.
Check the available trigger and action in both apps. A Zapier connection is not a promise of two-way sync.
Explore payments and commerce → Get the Zapier setup steps → Plan this connection →
Microsoft TeamsVia Zapier · Communication
Which messages or notifications should reach your team, and who will respond?
Check the available trigger and action in both apps. A Zapier connection is not a promise of two-way sync.
Explore the team inbox → Get the Zapier setup steps → Plan this connection →
ZoomVia Zapier · Communication
Which messages or notifications should reach your team, and who will respond?
Check the available trigger and action in both apps. A Zapier connection is not a promise of two-way sync.
Explore the team inbox → Get the Zapier setup steps → Plan this connection →
TwilioVia Zapier · Communication
Which messages or notifications should reach your team, and who will respond?
Check the available trigger and action in both apps. A Zapier connection is not a promise of two-way sync.
Explore the team inbox → Get the Zapier setup steps → Plan this connection →
MixpanelVia Zapier · Analytics
Which event or campaign do you need to measure? Agree on the fields and reporting destination first.
Check the available trigger and action in both apps. A Zapier connection is not a promise of two-way sync.
Explore CRM reporting → Get the Zapier setup steps → Plan this connection →
BigCommerceVia Zapier · E-commerce
Which customer and order fields should reach the CRM, and what should happen after an order?
Check the available trigger and action in both apps. A Zapier connection is not a promise of two-way sync.
Explore commerce workflows → Get the Zapier setup steps → Plan this connection →No apps match those filters
Try another name or clear the filters. For a tool that is not listed, check the Zapier setup guide or bring it to a demo.
Explore the Zapier option →Before you connect
Bring one workflow to your demo
For example: when an inquiry arrives, create a contact, assign an owner and prepare a follow-up. Use these questions to decide which connections you need.
Keep AI optional. You can first define the trigger, rules and staff handoff, then consider an AI step where it helps.
Plan your first setup →What needs to move?
Name the source app, destination and fields. Decide whether you need a one-time import or an ongoing connection.
What happens after it arrives?
Choose the action and owner. Decide how duplicates, changed records and failed runs should be handled.
What does it need to run?
Check account permissions, app subscriptions, usage charges and setup work. Test with a sample record before enabling customer-facing actions.
See how your tools fit with SMBcrm
Bring the apps you use and the workflow you want to connect. Review the fit in a demo, or compare plans when you’re ready to choose.