CRM and customer records
Connectors whose actions create or update the account rather than the individual: a customer, a client, a company. These are the systems that hold the commercial relationship, so a submission lands against the org it came from.
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Check the exact action before choosing a connector
This category contains 55 connectors and 60 named actions, within a registry of 732 connectors and 727 actions. Copilot has the largest recorded set here with 2 actions. Read the action beside each name; category membership alone does not promise the destination behavior your workflow needs.
- Autotask Create Company
- Better Agency Create Update A Client
- Blueshift Create Or Update Customer
- Bonsai Create Client
- Booqable Create Customer
- Boulevard Create Client
- Chargebee Create Customer
- Chargeover Create A Customer
- Client Dispute Manager Create Customer
- Client Hub Create New Client Company
- Clientjoy Create Client
- Commusoft Create New Customer
- Contractor Foreman Create Customer
- Copilot Create Client · Update Client
- Copilot CRM Create Customer
- Endear Create Or Update Customer
- Engage Update Or Create A New Customer
- Epos Now Add A New Customer
- Followup CRM Create Company
- Gorilladesk Add Customer
- Honeybook Create Client
- Hoops Create Customer
- Housecall Pro Create Customer
- Hubspot Create A Company
- Ignition Create Client
- Invoice Ninja Create Client
- Jobber Create Client
- Jobtread Create Customer
- Loopy Loyalty Enroll Customer
- Neoncrm Create Account
- Pixie Add Update Contact To Client
- Practice Create Client · Find Client
- Practice Better Add Client
- Printavo Create Customer
- Pt Distinction Add Client · Add Package To Client
- Radius CRM Create Lead Client · Update Lead Client
- Roll Create Company
- Roofr Create Job And Customer
- Scoro Create Or Update Company
- Seamlss Add Client
- Sellsy Create Update Company
- Service Fusion Create Customer
- Servicem8 Create Client
- Smartmatchapp Create Client
- Sos Inventory Create Customer
- Suitedash Create Company
- The Customer Factor Create Customer
- Thryv Create Client
- Urable Update Create Customer
- Waitwhile Create Customer
- Wave Create Customer
- Woocommerce Update Customer
- Yoprint Create Customer
- Zenmaid Create Customer
- Zoho Billing Create Customer · Update Customer
The most frequently recorded action is Create Customer, available on 17 connectors, then Create Client (12), Create Company (4), Add Client (3). Another 20 actions appear on a single connector each.
All integrationsQuestions about CRM and customer records
How many CRM and customer records can I connect to?
55 connectors in this category carry 60 named actions. Each action is listed so you can check the destination effect before configuring it. Across all categories, the registry contains 732 connectors and 727 named actions.
Which CRM and customer records offer the most actions?
Copilot has the largest recorded set in this category with 2 actions. The directory names each one. Check for the create, update, send, or lookup behavior your workflow requires rather than choosing by list size alone.
What does a run cost?
One completed document uses one render, whether it starts through a connector, form, schedule, or API request. The free account includes 50 renders without a card, and paid plans start at $9 a month for 1,000. Destination services may meter their own actions separately.
What if the tool I use is not listed?
Use the REST API or one of 8 public SDKs when your application owns the destination logic. For asynchronous work, a signed webhook can notify a reachable HTTP endpoint after the job finishes. The 55 entries here are packaged actions, not private-network access.
Test one connector action
with representative data
Choose the exact destination behavior, map the required fields, and verify both success and failure before publishing the workflow.
No credit card required.