Can Clients.ai integrate with my CRM?
Learn about CRM integration options and data export.
Can Clients.ai integrate with my CRM or other tools?
Yes. Clients.ai integrates with:
- Email providers for sending campaign emails (Gmail, Outlook, and other email services)
- Calendar apps via target action URLs (Calendly, Cal.com, etc.) so Agents can book meetings
- Checkout pages via target action URLs (Stripe, ThriveCart, etc.) so Agents can drive sales
- Your existing funnels via embed codes—delete your lead capture form and replace with a Conversion Agent embed
For other CRMs (HubSpot, Salesforce, etc.), you can export leads as CSV and import them manually, or use your CRM's native integrations with the platforms above.
Data Export:
You can export your leads anytime:
- Go to Leads
- Apply filters (by Flow, date range, status)
- Click "Export" → Choose CSV/XLS
- Include enrichment data and engagement columns
- Upload directly into any CRM
However, we suggest managing everything within Clients.ai—you have everything you need under one roof. Automated, personal, powerful.
Related Articles
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Import your existing contacts and nurture them with automated Flows.
Email Integration & SMTP Setup
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Social Media Integrations
Connect LinkedIn, Pinterest, YouTube, and Reddit for automated posting.
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