
TribeCRM
TribeCRM
Connect TribeCRM with all your business tools. Leads, contacts and activity data sync automatically in real time, keeping your customer relationships organized and easy to manage.
Connect TribeCRM with your favorite app
Connect TribeCRM with your favorite app
Supported Integration
With CRM system
When TribeCRM integrates with another CRM or customer database, you can maintain consistent customer records across platforms.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
How does it work?

Customer updates from either system are synced bidirectionally, ensuring unified profiles, accurate segmentation, and consistent lead management.
Leads
Sync new leads into TribeCRM and automate qualification workflows.
Contacts
Enrich or update existing customer profiles with synced data from connected systems.
Deals
Create or update deals automatically when new opportunities appear in the external CRM.
How does it work?

Customer updates from either system are synced bidirectionally, ensuring unified profiles, accurate segmentation, and consistent lead management.
Leads
Sync new leads into TribeCRM and automate qualification workflows.
Contacts
Enrich or update existing customer profiles with synced data from connected systems.
Deals
Create or update deals automatically when new opportunities appear in the external CRM.
How does it work?

Customer updates from either system are synced bidirectionally, ensuring unified profiles, accurate segmentation, and consistent lead management.
Leads
Sync new leads into TribeCRM and automate qualification workflows.
Contacts
Enrich or update existing customer profiles with synced data from connected systems.
Deals
Create or update deals automatically when new opportunities appear in the external CRM.
With Marketing system
Integrate TribeCRM with marketing platforms to run personalized campaigns and automate communication.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
How does it work?

TribeCRM shares customer segments, tags, and activity data with marketing tools to trigger automated email journeys and targeted promotions.
Campaigns
Launch campaigns based on CRM activities, tags, or customer actions.
Audience Segments
Sync segmented lists for better personalization and targeting.
Engagement
Monitor interactions and push engagement data back into TribeCRM.
How does it work?

TribeCRM shares customer segments, tags, and activity data with marketing tools to trigger automated email journeys and targeted promotions.
Campaigns
Launch campaigns based on CRM activities, tags, or customer actions.
Audience Segments
Sync segmented lists for better personalization and targeting.
Engagement
Monitor interactions and push engagement data back into TribeCRM.
How does it work?

TribeCRM shares customer segments, tags, and activity data with marketing tools to trigger automated email journeys and targeted promotions.
Campaigns
Launch campaigns based on CRM activities, tags, or customer actions.
Audience Segments
Sync segmented lists for better personalization and targeting.
Engagement
Monitor interactions and push engagement data back into TribeCRM.
With Payment system
When TribeCRM integrates with your payment tools, you can link customer payments, subscriptions, and billing activity to CRM profiles.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
How does it work?

Payment events are sent from your billing app to TribeCRM—updating customer status, purchase history, and financial records automatically.
Transactions
Bring payment activity directly into customer timelines.
Invoices
Sync invoice creation or payment status with CRM profiles.
Customers
Maintain accurate billing and buyer profiles inside TribeCRM.
How does it work?

Payment events are sent from your billing app to TribeCRM—updating customer status, purchase history, and financial records automatically.
Transactions
Bring payment activity directly into customer timelines.
Invoices
Sync invoice creation or payment status with CRM profiles.
Customers
Maintain accurate billing and buyer profiles inside TribeCRM.
How does it work?

Payment events are sent from your billing app to TribeCRM—updating customer status, purchase history, and financial records automatically.
Transactions
Bring payment activity directly into customer timelines.
Invoices
Sync invoice creation or payment status with CRM profiles.
Customers
Maintain accurate billing and buyer profiles inside TribeCRM.
With Project Management system
TribeCRM integrates with your project or task tools to streamline execution after a deal closes.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
How does it work?

Closed deals or customer actions in TribeCRM trigger automatic task creation, assignments, and project updates in your PM tools.
Tasks
Auto-create tasks linked to customer activities or service requests.
Projects
Move clients into onboarding or delivery projects once deals close.
Updates
Push milestone or status updates back into TribeCRM.
How does it work?

Closed deals or customer actions in TribeCRM trigger automatic task creation, assignments, and project updates in your PM tools.
Tasks
Auto-create tasks linked to customer activities or service requests.
Projects
Move clients into onboarding or delivery projects once deals close.
Updates
Push milestone or status updates back into TribeCRM.
How does it work?

Closed deals or customer actions in TribeCRM trigger automatic task creation, assignments, and project updates in your PM tools.
Tasks
Auto-create tasks linked to customer activities or service requests.
Projects
Move clients into onboarding or delivery projects once deals close.
Updates
Push milestone or status updates back into TribeCRM.
Supported Triggers and Actions



TribeCRM
Triggers

Select an app

Select an app

Select an app
Benefits of Integrating
TribeCRM
with Cloudify
Unified Customer Data
Bring customer information from multiple apps into TribeCRM, giving your team a complete and consistent view of every contact.
Improved Lead Management
Automatically sync leads from forms, chat, email, or marketing tools into TribeCRM, ensuring faster follow-ups and better conversions.
Automated Sales Workflows
Trigger tasks, reminders, and pipeline updates automatically, reducing manual work and helping your sales team stay organized.
Enhanced Communication Tracking
Centralize emails, notes, interactions, and activities inside TribeCRM for clear visibility across the entire customer journey.
Accurate Forecasting
Use real-time CRM data—from deals, activities, and touchpoints—to forecast revenue more accurately.
Higher Customer Retention
Track customer preferences, past interactions, and service issues to deliver more personalized engagement and support.
Customized to your needs
Cloudify is a platform that automates most of your accounting tasks for your webshop sales.
Implementation
Implementation
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