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4 posts tagged with "Integration"

New integrations and connectors

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Abandoned Checkout Trigger for SMBcrm Workflows with Shopify Support

· 3 min read
SMBcrm Team
SMBcrm Team
Product Team

Abandoned Checkout Trigger Now Available in SMBcrm Workflows (Ecommerce Stores + Shopify)​

SMBcrm now includes a new Abandoned Checkout workflow trigger under a dedicated Ecommerce Stores category. This unified trigger helps you identify when shoppers start checkout, share their email, and then leave without completing the purchase so you can follow up automatically, even if the order originated from an external store like Shopify.

This update is designed to make cart recovery workflows easier to build and maintain across storefront sources, while giving you more control over who gets messaged and when.

Google Forms Integration Now Available in SMBcrm Workflows

· 3 min read
SMBcrm Team
SMBcrm Team
Product Team

Google Forms Integration Now Available in SMBcrm Workflows​

SMBcrm now supports a native Google Forms integration inside Workflows, making it easier to capture form responses and automate follow-up without relying on third-party connectors.

This update helps you move faster from “form submitted” to “action taken” using the same workflows you already use for leads, onboarding, and customer follow-ups.

Revamped Integrations Page Now in Labs

· 3 min read
SMBcrm Team
SMBcrm Team
Product Team

Integration Page UI/UX Revamp (Labs)​

We’ve revamped the Integrations page in SMBcrm to make it faster, cleaner, and more consistent. The updated experience uses a structured, card-based layout designed to reduce UI inconsistencies over time, while also improving performance and reliability behind the scenes.

If you regularly connect and manage integrations for your account, this update is meant to make those tasks easier to find, quicker to complete, and safer to manage.

Improved Calendly Phone Number Importer for SMBcrm Contacts

· 2 min read
SMBcrm Team
SMBcrm Team
Product Team

Overview​

SMBcrm now includes an improved phone number importer for Calendly appointments to help ensure contact phone details are captured correctly and saved to the right contact record.

If your invitee enters a phone number in the meeting location or submits it through a Calendly form question, SMBcrm can bring that number into the contact profile automatically or with a simple mapping choice, reducing manual cleanup after bookings.