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Windsor.ai Integrations

Beta
Marketing

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Integrate Salesforce with Windsor.ai

Salesforce

CRM (Customer Relationship Management), Premium
Integrate Shopify with Windsor.ai

Shopify

eCommerce, Premium
Integrate ActiveCampaign with Windsor.ai

ActiveCampaign

Marketing Automation
Integrate Microsoft Dynamics 365 CRM with Windsor.ai

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft, Premium
Integrate Mailchimp with Windsor.ai

Mailchimp

Email Newsletters
Integrate HubSpot with Windsor.ai

HubSpot

Marketing Automation
Integrate Stripe with Windsor.ai

Stripe

Payment Processing
Integrate Pipedrive with Windsor.ai

Pipedrive

CRM (Customer Relationship Management)
Integrate WooCommerce with Windsor.ai

WooCommerce

eCommerce, WordPress
Integrate Zoho CRM with Windsor.ai

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho
Integrate Keap Max Classic with Windsor.ai

Keap Max Classic

Marketing Automation, Premium
Integrate Evernote with Windsor.ai

Evernote

Notes
Integrate Pardot with Windsor.ai

Pardot

Marketing Automation, Premium
Integrate Marketo with Windsor.ai

Marketo

Marketing Automation, Premium
Integrate Snov.io with Windsor.ai

Snov.io

CRM (Customer Relationship Management)
Integrate Force24 with Windsor.ai

Force24

Beta, Marketing Automation

Popular ways to use Windsor.ai workflows

  • Update CRM data in Windsor.ai for new contacts in ActiveCampaign

    • ActiveCampaign logo
    • Windsor.ai logo
    ActiveCampaign + Windsor.ai
    More details
    1. When this happens

      Step 1: New or Updated Contact

    2. Then do this

      Step 2: Add CRM Data

    Update CRM data in Windsor.ai for new contacts in ActiveCampaign

    Update CRM data in Windsor.ai for new contacts in ActiveCampaign
    • ActiveCampaign logo
    • Windsor.ai logo
    ActiveCampaign + Windsor.ai
  • Update Windsor.ai CRM data with new Marketo leads

    premium
    • Marketo logo
    • Windsor.ai logo
    Marketo + Windsor.ai
    More details
    1. When this happens

      Step 1: New Lead

    2. Then do this

      Step 2: Add CRM Data

  • Add new Microsoft Dynamics 365 CRM leads to Windsor.ai

    premium
    • Microsoft Dynamics 365 CRM logo
    • Windsor.ai logo
    Microsoft Dynamics 365 CRM + Windsor.ai
    More details
    1. When this happens

      Step 1: New Lead

    2. Then do this

      Step 2: Add CRM Data

  • Add Microsoft Dynamics 365 CRM opportunity data to Windsor.ai

    premium
    • Microsoft Dynamics 365 CRM logo
    • Windsor.ai logo
    Microsoft Dynamics 365 CRM + Windsor.ai
    More details
    1. When this happens

      Step 1: New Opportunity

    2. Then do this

      Step 2: Find Contact

    3. Then do this

      Step 3: Find Account

    4. Then do this

      Step 4: Add CRM Data

  • Update Windsor.ai CRM data with new Shopify orders

    premium
    • Shopify logo
    • Windsor.ai logo
    Shopify + Windsor.ai
    More details
    1. When this happens

      Step 1: New Order

    2. Then do this

      Step 2: Add CRM Data

Supported triggers and actions

What does this mean?
  • Windsor.ai triggers, actions, and search
    Add CRM Touchpoints
    Helps you to add offline touchpoints (sales calls, events, webinars) from your CRM to your customer journeys to understand the whole customer journey
    Action
    Write
  • Windsor.ai triggers, actions, and search
    Update CRM Data
    This action helps you to update existing CRM data
    Action
    Write
  • Windsor.ai triggers, actions, and search
    Add CRM Data
    If you track lead, opportunity and sales outcome in a CRM you can automatically add the records in Windsor.ai using this Zap
    Action
    Write
  • Windsor.ai triggers, actions, and search
    Upload Media Costs
    Upload your media cost from any source to Windsor.ai
    Action
    Write
  • Windsor.ai triggers, actions, and search
    Find CRM Data
    This action will help you to find existing CRM data.
    Action
    Search
  • Windsor.ai triggers, actions, and search
    Find or Upload CRM Data
    This action will help you to find existing CRM data.
    Action
    Search or write
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About Windsor.ai

Windsor.ai helps to integrate Media, Analytics and CRM data.

Related categories

  • Marketing

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