Integrations
Your stack, perfectly connected
The Agency CRM is the nerve centre of your agency. Connect your email, accounting, payments, communication and automation tools — and work from one place instead of ten.
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Integrations
Connect the tools you already use
Ready-made integrations with the most popular tools in agencies and growing teams. Missing one? Use our open REST API or Zapier.
Email & calendar
All client communication logged automatically
Connect Gmail or Outlook and see every email thread directly on the relevant lead or client record. Schedule meetings via Google Calendar without switching screens. Never wonder who agreed what and when.
- Automatic email logging on leads and contacts
- Schedule and track calendar events from the deal view
- Shared inbox for your whole team — no lead ever missed
Payments & accounting
From invoice to paid — without manual work
Send invoices via Stripe or Mollie and get notified the moment the client pays. Automatically sync with Exact Online or Moneybird so your accountant always has current figures. No more double entry.
- Payment links via Stripe and Mollie directly in invoices
- Automatic sync with Exact Online and Moneybird
- Payment status live on the deal and client page
Automation & API
Build anything you need — without code
Connect The Agency CRM to thousands of tools via Zapier or Make. Or use the open REST API to build your own integrations. Webhooks push real-time events to any system you choose.
- Open REST API with full documentation and sandbox
- Zapier & Make for no-code automations
- Webhooks for real-time events to your own systems
Communication & notifications
Never miss an update — in Slack or WhatsApp
Receive deal updates, new leads and task reminders directly in Slack or WhatsApp. Configure which events trigger which notification, per user or per team.
- Slack notifications for deals, tasks and lead activity
- WhatsApp Business integration for client communication
- Fully configurable per user and per channel
Benefits
Why agencies integrate their stack
Less switching, more doing. The power is in the connections.
No double entry
Data flows automatically between systems. What you enter in the CRM is instantly in your accounting, calendar and email.
Real-time sync
Changes sync immediately — no nightly batch jobs or manual exports.
Open API for developers
Full REST API with OAuth 2.0, webhooks and an interactive sandbox. Build any integration you need.
The Exact Online and Mollie integration saved us hours every week. Invoices sync automatically and I can see live whether the client has paid — without lifting a finger.
Pieter van der Berg
CFO, Bureau Meridian
Related features
Discover what the integrations unlock
Automation
Build flows that warm up leads and create tasks — connected to all your tools.
Learn more
Invoicing
Send invoices and collect payments via Stripe and Mollie.
Learn more
AI assistant
The AI uses data from all your integrations to give smarter suggestions.
Learn more
In the product
See it in action