Integrations
Connect email, telephony, ERP, and other systems to CRM Factory.
CRM Factory integrates with email providers, phone systems, ERP platforms, and more. Configure integrations from Settings → Integrations.
Active Connections
The top of the page shows your currently active connections with their status and last activity time.
Connect your email to sync conversations with contacts and log activity automatically.
| Provider | Protocol | Setup |
|---|---|---|
| Gmail | Google OAuth | Authorize your Google Workspace account |
| Outlook | Microsoft Graph | Authorize your Microsoft 365 account |
Email integration enables:
- Automatic activity logging for sent/received emails
- Email threading on contact and opportunity records
- Inbound case creation from email
Telephony
Enable click-to-call and automatic call logging.
| Provider | Features |
|---|---|
| Twilio | Click-to-call, call recording, real-time transcription, AI analysis |
| Masergy | Click-to-call, call logging |
| Aircall | Click-to-call, call logging |
| RingCentral | Click-to-call, call logging |
| Nextiva | Click-to-call, call logging |
Telephony features include:
- Click-to-call from any contact or account record
- Call disposition codes
- Real-time call transcription (Twilio)
- AI-powered post-call analysis with action items
ERP Systems
Connect your ERP for real-time order, pricing, and inventory data. Requires an Enterprise plan.
| System | Protocol | Capabilities |
|---|---|---|
| SAP S/4HANA | OData V4 | Orders, pricing, inventory, customer KPIs |
| Oracle NetSuite | SuiteTalk REST | Orders, pricing, inventory, customer KPIs |
| Microsoft Dynamics 365 | Dataverse REST | Orders, pricing, inventory, customer KPIs |
| Infor CloudSuite (SX.e) | REST / Ion | Orders, pricing, inventory, customer KPIs |
ERP data is available in the UI, API, and through MCP tools for AI agents.
Data Warehouse
| Platform | Status |
|---|---|
| Databricks | Available — Connect for data lake sync and analytics |
| Snowflake | Coming soon |
Salesforce Migration
CRM Factory includes a dedicated Salesforce migration wizard that:
- Connects to your Salesforce org via OAuth
- Analyzes your objects, fields, and record counts
- Maps Salesforce fields to CRM Factory's schema
- Bulk-imports records with relationship preservation
Access the wizard from the Salesforce Migration banner on the integrations page, or directly at Settings → Integrations → Salesforce.
Other Integrations
Additional integrations are on the roadmap:
- Messaging: Slack, Microsoft Teams
- Video: Zoom, Google Meet
- Billing: Stripe, QuickBooks
- Documents: DocuSign, PandaDoc
- Marketing: HubSpot, Mailchimp
- Automation: Zapier, Make
- Developer: Webhooks, REST API, MCP Server