CRM integrations

High-level overview of all CRM and engagement connectors available in Recurly Engage.

Recurly Engage integrates with a variety of Customer Relationship Management (CRM), marketing automation, and support platforms. Use them to synchronize user data, trigger campaigns, and manage contacts and tickets directly from in-app or web prompts.
Available on all Recurly plans

Definition

CRM integrations are prebuilt connectors between Recurly Engage and external CRM, marketing, and support platforms.

With CRM integrations, you can:

  • Synchronize user profiles and traits with external CRM or marketing platforms.
  • Send email, SMS, or in-app messaging workflows based on prompt interactions.
  • Automate support ticket creation and management in helpdesk systems.

Key details

Select an integration to see its setup details.


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