CRM Integrations

Your Customer Systems, Finally Working as One

Connect the business tools you rely on to a single communication layer that keeps data current and customer moments coordinated.

12+
Native connectors
Real-time
Record sync
REST
API & webhooks
TxtSwift connected CRM operations dashboard

Service Overview

When systems talk, customers do not repeat themselves.

Disconnected tools create manual work, stale data, and customer experiences that feel fragmented.

An integration layer that connects your CRM, commerce, support, and payment systems to every customer conversation — turning the right business signal into the right next action, automatically.

  1. 01

    Connect and authenticate

    Choose the systems your team already uses and approve a secure, governed connection.

  2. 02

    Map the data

    Define the records, fields, and events that matter so both systems agree on the truth.

  3. 03

    Keep it in sync

    Records stay current across workflows, and every conversation writes its outcome back.

Built for

  • Sales teams working leads inside an existing CRM
  • Support teams that need full customer history on open
  • Operations teams reconciling orders and payments
  • Engineering teams connecting custom systems by API

Key Features

Connect the tools your teams already trust.

Native connectors for the platforms you run on, and open APIs for everything else.

  • Salesforce & HubSpot

    Sync contacts, leads, and activity so conversations appear where your revenue teams already work.

  • Zoho & Dynamics

    Keep records aligned across the CRM your business has standardised on, without duplicate entry.

  • Customer sync

    Profiles, preferences, and engagement history stay available wherever your team responds.

  • Lead management

    Turn qualifying moments and campaign activity into CRM signals your sales team can act on.

  • REST API

    Documented endpoints and secure authentication for the systems no connector covers.

  • Real-time webhooks

    Subscribe to events as they happen and trigger the workflow that should follow.

The Platform

A live view of the moments that move your business.

Replace data gaps with a dependable flow of customer context—so each team acts with more speed and confidence.

TxtSwift integration and customer data sync dashboard
  • Real-time records across every connected workflow
  • Less manual reconciliation between teams
  • Secure authentication and governed access

Business Results

One trusted customer context.

What changes when the systems behind the conversation finally agree.

0
Duplicate entry records update once and appear everywhere.
Real-time
Data freshness replaces overnight exports and stale spreadsheets.
1
Customer view across sales, support, marketing, and operations.
100%
Activity captured every conversation logged against the right record.

Use Cases

What connection makes possible.

The workflows that stop being manual once your systems are joined up.

  • Lead management

    Route qualified interest into the CRM with the full conversation attached.

  • Sales pipeline

    Keep deal stages current as conversations progress, without reps updating fields by hand.

  • Customer history

    Open any conversation and see every prior order, ticket, and message in one place.

  • Email & WhatsApp

    Coordinate channels against one customer record instead of four disconnected inboxes.

  • Support tickets

    Open, update, and resolve tickets without a customer needing to repeat themselves.

  • Custom systems

    Connect in-house tools through documented APIs and webhook events.

Common Inquiries

Frequently Asked Questions

The essentials for planning a connected customer communication environment.

Connect popular CRM, commerce, support, and collaboration tools, as well as custom systems through APIs and webhooks.

Ready to Connect Your Stack?

Make every system part of a better customer experience

Bring your data, communication channels, and teams into one reliable operating rhythm.