Integrations
PSA, CRM, distributor, and third-party integrations.
- IntegrationsPSA configuration, CRM enrichment, HubSpot, Apollo, Pax8, KPN, LeaderCloud, and Stripe.
- Pax8Connect Pax8 via OAuth — browse cloud products, link to categories, match companies, and manage contracts.
- KPN / RoutITConnect KPN or RoutIT cloud services — regional integration for NL/BE markets.
- LeaderCloudConnect LeaderCloud for cloud product browsing — regional integration for NL/BE markets.
- HubSpotHubSpot CRM integration with OAuth and bidirectional sync of companies, contacts, opportunities, and quotes.
- Apollo.ioApollo.io integration for automatic company and contact enrichment when creating new records.
- Autotask ConfigurationConfigure Autotask integration settings — sync, billing codes, data import, inventories, opportunity mapping, purchase orders, and webhooks.
- KPN / RoutITConnect KPN or RoutIT cloud services — regional integration for NL/BE markets.
- LeaderCloudConnect LeaderCloud for cloud product browsing — regional integration for NL/BE markets.
- Pax8Connect Pax8 via OAuth — browse cloud products, link to categories, match companies, and manage contracts.
- ProspectsIdentify the companies visiting your website, score them against your ideal customer profile, and turn the best fits into opportunities.
- Opportunity UDF → Autotask syncMap Salesbuildr opportunity data points to Autotask User Defined Fields and understand when values sync to your PSA.
- OneTrailConnect OneTrail for distributor pricing and product enrichment in Salesbuildr.
- Stripe paymentsConnect your Stripe account, decide when storefront baskets require payment, and see what customers experience at checkout.
- Update your PSA connectionHow tenant admins replace Autotask, ConnectWise, HaloPSA, or Dynamics connection details without turning the integration off.
- CloudFactoryConnect CloudFactory as your Microsoft CSP distributor — browse the catalog, link products, match companies, and view subscriptions.
- Autotask file size limitSalesbuildr uploads quote PDFs of up to 6 MB as files in Autotask. Larger files are sent as a download link so the transfer does not fail.
- Working with Microsoft CSP productsSalesbuildr does not connect to Microsoft Partner Center. Use Pax8, CloudFactory, or KPN / RoutIT for Microsoft NCE and CSP licenses, or create custom products as a fallback.