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What Is CRM Integration?

A CRM integration is a connection between your CRM and another tool your business uses — email, accounting software, a website form, or anything else. The goal is to make data flow automatically between systems so you do not have to type the same information twice.

  • Email — Sync sent and received emails with contact records automatically
  • Calendar — See upcoming meetings alongside deal information
  • Accounting — Push invoices from CRM to your bookkeeping tool
  • Website forms — When someone fills out a form, create a lead in the CRM instantly
  • Communication tools — Get CRM notifications in Telegram, Slack, or Teams
  • Zapier / Make — Connect to thousands of apps without writing code

Without integrations, your team spends time on manual data entry:

  • Copy-pasting email addresses between systems
  • Manually creating a lead after every form submission
  • Re-typing invoice details into accounting software

Each manual step wastes time and introduces errors. Integrations eliminate that busywork.

HARi supports integrations at several levels:

  • Built-in connectors — Email sync, Chrome extension, and Telegram bot work out of the box
  • Webhooks — Send real-time notifications to any external system when records change
  • API — Full programmatic access for custom integrations
  • Zapier — Connect HARi to 6,000+ apps with no code
  • Workflows — Automate actions triggered by record changes, including calling external services

Learn more: Set Up Webhooks | Connect HARi to Zapier