Salesforce
- Becomes
- A Lead, with completed Tasks for calls and emails, and an Opportunity at your stage
- Connect
- Sign in with Salesforce, or an External Client App your admin sets up with the client credentials flow
Integrations
Keryx finds the business. Your CRM keeps the record.
Connect the CRM your team already uses. Keryx sends the businesses you're working, logs every email, call and meeting on them, keeps deals in step, and checks the CRM before outreach so nobody cold-emails an existing customer.
What syncs
The same four things, whichever CRM you use.
Businesses
The business's name, phone, website and address, the contact's name and email, and Keryx's notes on why it's a fit. Sent when they reply, show interest or book a meeting, from the first email or call, or only when you choose.
History
Emails sent, replies, calls, meetings, proposals, payments and opt-outs, logged on the record as they happen. The first sync adds a summary of everything before it.
Deals
Keryx deals become CRM deals with the value and close date, matched to your own pipeline stages. When a deal is won or lost in Keryx, it closes the same way in your CRM.
Existing customers
Before the first email of a sequence, Keryx looks up the business in your CRM by phone and website. If it's already there, Keryx skips it and tells you why.
Supported CRMs
What each business becomes, and how to connect.
HubSpot
- Becomes
- A Company and Contact, with Notes, and a Deal in your pipeline
- Connect
- Install the Keryx app, or paste a HubSpot service key
Microsoft Dynamics 365 Sales
- Becomes
- A Lead, with Notes, and an Opportunity that closes as won or lost
- Connect
- Sign in with Microsoft, or an app registration your admin adds as an application user
Zoho CRM
- Becomes
- A Lead, with Notes, and a Deal at your pipeline stage. Keryx doesn't set off your Zoho workflows.
- Connect
- Sign in with Zoho, or a Self Client from Zoho's API console. Every Zoho data center works.
Pipedrive
- Becomes
- An Organization and Person, with Notes, and a Deal at your stage, marked won or lost
- Connect
- Install the Keryx app, or paste your personal API token
Everything else: Zapier, Make, n8n
- Becomes
- A signed event for each business, activity and deal change, ready for any tool that takes a webhook
- Connect
- Paste the webhook address from a Zapier "Catch Hook", a Make custom webhook or n8n
You stay in control
Built so a CRM admin can say yes.
Only what you'd want there
Business facts and your team's own activity. Google ratings and review counts stay in Keryx.
Gentle on your CRM
Changes go through a queue that respects each CRM's rate limits, retries failures and shows every result in a sync log.
Easy to switch off
Choose what syncs and when, pause history or deals separately, or disconnect in one click. Disconnecting never deletes anything in your CRM.
Credentials are stored encrypted, and each company's connection is separate from every other's. Developers: webhook requests carry an X-Keryx-Signature header, an HMAC-SHA256 of the body with your signing secret, so you can check they came from Keryx.