Integrations
22 built-in integrations for communication, scheduling, payments, conversion tracking, and more.
Overview
Seedly CRM connects with 22 external services to handle communication, scheduling, payments, conversion tracking, social media, analytics, and security. Some integrations are built into the platform and work out of the box with managed credentials. Others require you to connect your own external account (such as Gmail, Stripe, or Zoom). The platform supports a credential cascade - credentials can be set at the agency level, overridden per brand, or configured per sub-account.
Integration Directory
Communication
| Integration | Provider | What It Enables | Account Required |
|---|---|---|---|
| SMS (Primary) | Twilio | Inbound and outbound SMS, MMS, voice calls, phone number management, A2P 10DLC compliance | Managed or self-service |
| SMS (Fallback) | Telnyx | Backup SMS provider with automatic failover | Managed or self-service |
| Transactional Email | Postmark | Transactional email delivery with bounce, open, and click tracking | Managed or self-service |
| Marketing Email | SendGrid | Bulk campaign email delivery with delivery tracking | Managed or self-service |
| Facebook Messenger | Meta Graph API | Two-way page messaging with delivery and read receipts | Facebook Page required |
| Instagram DM | Meta Graph API | Two-way direct messaging via connected Instagram business account | Instagram Business account required |
| Call Tracking | CallRail | Inbound call tracking, text messages, voicemails, and dynamic number insertion | CallRail account required |
| Integration | Provider | What It Enables | Account Required |
|---|---|---|---|
| Gmail Sync | Google Gmail API + Cloud Pub/Sub | Full two-way email sync, send as Gmail, real-time push notifications for new emails | Google Workspace or Gmail account |
Calendar
| Integration | Provider | What It Enables | Account Required |
|---|---|---|---|
| Google Calendar | Google Calendar API | Two-way calendar sync - appointments created in Seedly appear in Google Calendar and vice versa | Google account |
| Outlook Calendar | Microsoft Graph API | Calendar sync with configurable direction: one-way read, one-way write, or full two-way sync | Microsoft 365 or Outlook account |
Video
| Integration | Provider | What It Enables | Account Required |
|---|---|---|---|
| Zoom | Zoom API | Automatic meeting link creation when appointments are booked with a video location | Zoom account |
Billing and Payments
| Integration | Provider | What It Enables | Account Required |
|---|---|---|---|
| Payments | Stripe | Payment collection on invoices, appointment booking payments, subscription management, customer portal, refunds, and agency rebilling | Stripe account |
Stripe Connect for sub-account isolation. Each sub-account connects their own Stripe account via Stripe Connect, so payments, customers, and payouts are fully isolated between sub-accounts. For self-hosted single-agency setups, admin sub-accounts can route payments directly to the agency's own Stripe account instead.
Webhook-driven automation cascade. When a payment is received via Stripe webhook, the platform triggers the full automation cascade - workflow triggers fire, contact engagement scores update, and lifecycle stage transitions execute automatically.
Refund routing. Refunds are routed back through the Stripe account that captured the original charge, ensuring the correct sub-account's balance is debited regardless of which user initiates the refund.
Social Media
| Integration | Provider | What It Enables | Account Required |
|---|---|---|---|
| Social Media Management | LATE | Multi-platform social posting, scheduling, analytics, and comment management across Facebook, Instagram, and LinkedIn | Connected social accounts |
| Google Business Profile | Google Business Profile API | Review monitoring, automatic review sync, and review response management | Google Business Profile |
Advertising and Conversion Tracking
Google Ads
| Integration | Provider | What It Enables | Account Required |
|---|---|---|---|
| Google Ads Conversions | Google Ads API | Offline conversion tracking for form submissions, workflow events, and phone calls | Google Ads account |
Click ID capture. Seedly CRM automatically captures Google click identifiers (gclid, gbraid, wbraid) from form submissions and dynamic number insertion (DNI) call tracking, linking each lead back to the ad click that generated it.
Three fire paths. Conversion events can fire through three paths: automatically on form submission, manually via the Google Ads Conversion workflow node, or on phone pool call completion. This flexibility lets you report conversions at the moment that matters most to your business.
Two-conversion-action funnel. Configure two conversion actions in Google Ads to track your full funnel - a "Lead" conversion when a prospect submits a form, and a "Customer Paid" conversion when they make a purchase. Both feed data back to Google's bidding algorithms for smarter ad spend.
Tracking template. Seedly CRM provides a tracking template you can paste into your Google Ads account settings to ensure click IDs are captured on every ad click without modifying individual campaign URLs.
Meta CAPI (Conversions API)
| Integration | Provider | What It Enables | Account Required |
|---|---|---|---|
| Meta Conversions API | Meta CAPI | Server-side conversion events with no client-side Pixel dependency | Meta Business account with Pixel |
Server-side event delivery. Conversion events are sent directly from the server to Meta, eliminating reliance on the client-side Pixel. This improves attribution accuracy in the face of ad blockers, browser privacy restrictions, and iOS tracking limitations.
Hashed PII for attribution. Seedly CRM hashes personally identifiable information (email, phone, first name, last name, city, state, zip) using SHA-256 before sending it to Meta, matching Meta's requirements for enhanced attribution while keeping raw data off the wire.
Three fire paths. Like Google Ads, conversion events can fire on form submission, via the Meta CAPI Conversion workflow node, or on phone pool call completion.
Dual-fire deduplication. If you also run the Meta Pixel on your landing pages, Seedly CRM sends a matching event_id with each server-side event so Meta can deduplicate against the client-side Pixel fire. This gives you the best of both worlds - client-side speed and server-side reliability - without double-counting conversions.
Analytics and Monitoring
| Integration | Provider | What It Enables | Account Required |
|---|---|---|---|
| Error Monitoring | Sentry | Frontend error tracking with source maps for fast debugging | Built-in |
| Product Analytics | PostHog | Product usage analytics and event tracking | Built-in |
Security and Verification
| Integration | Provider | What It Enables | Account Required |
|---|---|---|---|
| Authentication | Clerk | User authentication (OAuth2, JWT), session management, and user sync | Built-in |
| CAPTCHA | reCAPTCHA / Cloudflare Turnstile | Bot prevention on public forms | Built-in (configurable) |
AI
| Integration | Provider | What It Enables | Account Required |
|---|---|---|---|
| AI Prompts | OpenAI + Anthropic | AI-powered workflow nodes using GPT-4o, GPT-4o-mini, GPT-3.5 Turbo, Claude Sonnet, or Claude Haiku for content generation, classification, and data extraction | API keys required |
Integration Configuration
Credential Modes
For communication providers (SMS and email), Seedly CRM supports three credential modes:
- Managed - The agency provides master credentials that all sub-accounts share. Simplest setup, centralized billing.
- Self-Service - Each sub-account connects their own provider account. Useful when clients want their own sending reputation or billing.
- Disabled - The channel is turned off for the sub-account.
Credential Cascade
Integration credentials resolve in this order:
- Sub-account - If the sub-account has its own credentials, those are used
- Brand - If not, the brand-level credentials are checked
- Agency - If not, the agency master credentials are used
- Fallback - Platform defaults (if applicable)
This means you can set credentials once at the agency level and override them only where needed.
Email Domain Verification
Seedly CRM includes built-in email domain verification with:
- DKIM record setup and validation
- SPF record guidance
- DMARC configuration
- Automatic daily DNS re-checks for pending domains
- Domain warmup stages with automatic advancement
Phone Number Management
- Purchase phone numbers directly within the platform
- Agency-wide phone number pool with assignment to sub-accounts
- Phone number porting (transfer existing numbers into the platform)
- A2P 10DLC registration wizard for SMS compliance (US carriers)
Webhook Infrastructure
For custom integrations, Seedly CRM provides:
- Inbound webhook endpoints for triggering workflows from external systems
- Outbound webhook nodes in workflows for calling external APIs
- Cryptographically signed webhook payloads for security
- Webhook logging for debugging
- Multiple HTTP methods and authentication options for outbound calls