Integrations
Connect your CRM, calendar, mailbox and messaging channels.
- Setting up email outreachConnect your own mailbox over SMTP and IMAP so campaign email sends from your address and replies come back to ClientTurnIntegrations
- Connecting ZapierStart a Zap from a new lead, look a lead up, or update one, and send contacts into ClientTurn from any ZapIntegrations
- Integrating with your CRMHow ClientTurn pushes qualified and booked leads into HubSpot, Salesforce or Zoho CRM, and optionally imports new CRM records backIntegrations
- Connecting HubSpotPush qualified leads and bookings into your HubSpot CRM as contacts and deals, and optionally import HubSpot contacts backIntegrations
- Connecting SalesforcePush qualified leads and bookings into Salesforce as leads and opportunities, and optionally import new Salesforce leadsIntegrations
- Connecting Zoho CRMPush qualified leads and bookings into your Zoho CRM as leads, in whichever Zoho data centre your organisation usesIntegrations
- Connecting PipedriveSend contacts from Pipedrive into ClientTurn for review using Pipedrive Automations and a signed inbound endpointIntegrations
- Connecting other CRMs and automation tools (Make, n8n, custom)Post contacts from Make, n8n, your own scripts or any tool that can send a webhook into ClientTurn for reviewIntegrations
- Connecting Meta (Facebook and Instagram)Connect your Facebook Page so lead-form submissions, Messenger and Instagram messages reach ClientTurn, and what each permission is forIntegrations
- Connecting Google AdsConnect your Google Ads account so lead-form submissions are collected automatically, and how the optional webhook fits inIntegrations
- Connecting LinkedInWhat the LinkedIn connection does, the approval LinkedIn requires, and what ClientTurn will never do on LinkedInIntegrations
- Connecting SlackPost new-lead, handover, booking and warm-prospect alerts, and an optional daily digest, into a Slack channel your team already watchesIntegrations
- Connecting CalendlySend your Calendly link to qualified leads and record each booking against the right lead automaticallyIntegrations
- Connecting Google CalendarOffer qualified leads real free times from your Google Calendar and write confirmed appointments straight into itIntegrations
- SMS and WhatsApp (Twilio)How ClientTurn sends and receives SMS and WhatsApp through its own Twilio account, what you configure, and how opt-outs are handledIntegrations
- WhatsApp templatesSync your approved WhatsApp templates and choose which one each WhatsApp follow-up step sends once the 24-hour window has closedIntegrations
- Troubleshooting integrationsWhat each connection status means, how to test and reconnect, and what to check when data stops flowingIntegrations