Contacts
2 scopesSync your contact records and write back tags, custom fields, and ownership.
read + writeinstall · about a minute
Connect your sub-account to our managed-service team in about a minute. We read what the workflows need to read and write only what the workflows need to write.
Takes about a minute · Free integration · Revocable from your CRM’s install screen
what we request
64 CRM permissions across 10 capability areas — the full surface our managed-service workflows act on. No access to payment-card data, banking, or your login credentials, and you can revoke the whole connection from your CRM at any time.
Sync your contact records and write back tags, custom fields, and ownership.
read + writeRead conversation threads and send SMS or messages when an automation requires it, across messaging and conversation-AI surfaces.
read + writeTrack opportunities and move them between stages as deals progress.
read + writeRead availability and book or manage appointments, calendar groups, and showroom-event resources.
read + writePower the review engine — read customer reviews and post the replies you approve.
read + writeSchedule and publish posts to your connected social accounts, with statistics and tagging.
read + writeBuild, schedule, and report on email and SMS outreach campaigns.
read + writeUpload and manage the creative assets that campaigns and posts draw from.
read + writeProvision phone numbers and run voice-AI agents and their goals.
read + writeRead your automations, custom fields, tasks, tags, templates, team roster, and form and survey submissions for accurate routing and reporting.
read onlyalready installed?
Open the member portal →V1.6.5
A highly advanced marketing engine for HiFi retailers.
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