What is an integration?

An integration is where we pass information from one place to another. For example, passing contact form submissions to your CRM so that they can follow your enquiry management process.

There are many ways you can use integrations which could save you valuable admin time and help streamline your membership processes. Integration enables you to connect your different systems and add value by linking them together. Having lots of different platforms can often be confusing so integrations can help eliminate, or at least minimise, the need to switch between them regularly.

Integrating your systems with your membership CRM will also give you full visibility of your data, all in one place; helping you to easily generate reports and dashboards across different pieces of data. For example, we can record event ticket purchases in your CRM against your member records and, once they have attended, you can easily create post-event graphs for reporting on things such as how profitable the event was, event engagement etc.

Membership overview diagram
Membership overview diagram

Integrations are key to success

Examples of what we can integrate with

This is by no means an exhaustive list, so please contact us if you have a system you'd like to integrate to that's not shown below.

Integrations logos
Integrations logos

ERP and Finance Systems
Xero, Sage, Dynamics NAV

Document Management System

Payment Systems
Stripe, GoCardless, , PayPal, Opayo

Event Platforms
Eventbrite, Skiddle, GoToWebinar, Zoom

Email Marketing Platforms
Outlook, Mailchimp, DotDigital

Other Platforms
SurveyMonkey, SMTP2Go, Juicer, Social Media Aggregators, Plus many more...

Get in touch

We have integrated lots of external systems with our membership system, so please do get in touch and we will be more than happy to give you more information on what’s possible and arrange a demo of a similar integration.