Move from your current CRM to SellioCRM with no spreadsheets and no consultants

HubSpot

Paste a HubSpot private app token (Settings, Integrations, Private apps) or connect with your own OAuth app. You get contacts, companies, deals, products, notes, calls, tasks, meetings and emails, deal pipelines with their stages, owners, and the files attached to each record's notes.

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Pipedrive

Paste your Pipedrive personal API token (Settings, Personal preferences, API) together with your company address, or connect with your own OAuth app. You get persons, organizations, deals, products, activities, pipelines with their stages, users, and files, which in Pipedrive come in bulk and land on the deal, person or organization they belonged to.

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Salesforce

Create a Connected App in your Salesforce org (Setup, App Manager), enter the Client ID and Secret and authorize through login.salesforce.com, test.salesforce.com or your My Domain. You get contacts, accounts, opportunities, products, activity history, opportunity stages as a pipeline, users, and the files (Files and legacy attachments) on each record.

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Zoho CRM

Create a Self Client in the Zoho API console, paste the Client ID, Client Secret and a code generated there, pick your data center and you are connected in two minutes, with nothing required on the SellioCRM side. You get leads, contacts, accounts, deals, products, tasks, calls, events and notes, the Stage field stages as a pipeline, users, and the attachments on each record.

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Microsoft Dynamics 365

Register an app in Microsoft Entra ID and enter the Client ID, Client Secret, tenant ID and your organization URL; consent runs with your own credentials. You get leads, contacts, accounts, opportunities, products, tasks, phone calls, appointments, emails and notes, the business process flow stages as a pipeline, users, and the attachments (notes with a document) on each record.

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Freshsales

Paste your Freshsales API key and account address and you are connected right away. You get contacts, accounts, deals, tasks, appointments and sales activities, pipelines with their stages, owners, and the documents attached to each record.

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ActiveCampaign

Paste your ActiveCampaign API key and account URL and the connection is ready right away. You get contacts, companies (accounts), deals, the task and note history of each deal, pipelines with their stages, and users.

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RD Station CRM

Paste your RD Station CRM API token and you are connected right away. You get contacts, companies, deals, products, tasks and human-written notes (note, email, call, message, proposal, WhatsApp audio and transcription), every pipeline with its stages, and users.

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Agendor

Paste your Agendor API token and the connection works right away. You get people, companies, deals, products, the tasks attached to each record, pipelines with their stages, and users.

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Generate a Personal Access Token with OData API scope in Prospect CRM and paste it in. You get contacts, companies, opportunities, leads, products, the activity and task timeline, and users; since the vendor does not publish its collection catalog, SellioCRM probes what exists in your account and only offers what responds.

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Bitrix24

Create an inbound webhook in your Bitrix24 portal and paste the full URL; it is stored encrypted. You get unconverted leads, contacts, companies, deals, products, the history of meetings, calls, emails and tasks, pipelines with their stages, users, and the files on each record.

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Close

Paste your Close API key and you are connected right away. The Close lead (the account) becomes a company, contacts become contacts and opportunities become deals; you also get calls, emails, notes, meetings, SMS and tasks, pipelines with opportunity statuses, users, and the files of each lead.

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Capsule CRM

Paste a Capsule personal access token and you are connected right away. You get people and organisations (parties), opportunities, tasks, notes and emails on each record, pipelines with their milestones, users, and the files attached to each record's notes and emails.

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Attio

Paste an Attio access token and you are connected right away. You get people, companies, deals, notes and tasks on each record, the pipeline (the statuses of the deal stage attribute), workspace members, and the files attached to each record.

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Insightly

Paste your Insightly API key (and optionally your account's pod URL) and you are connected right away. You get unconverted leads, contacts, organisations, opportunities, tasks, events and notes, opportunity pipelines with their stages, users, and the files attached to each record.

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Copper

Enter your Copper API key and account email and you are connected right away. You get unconverted leads, people, companies, opportunities, the history of notes, calls, meetings, logged emails and tasks, pipelines with their stages, and users.

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Nutshell

Enter your Nutshell account email and API token and you are connected right away. You get people, companies, Nutshell leads as deals (they have a stage, value and won or lost), calls, meetings, tasks and notes, pipelines with their milestones, users, and the files on each record.

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SugarCRM

Enter your SugarCRM instance URL, user and password and you are connected right away, with no app to register. You get leads, contacts, accounts, opportunities, products, tasks, calls, meetings, notes and emails, sales stages as a pipeline, users, and the files of the notes linked to each record.

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Odoo CRM

Enter your Odoo instance URL, database, user and API key and you are connected right away (works for Odoo online or self-hosted). You get leads and opportunities, contacts and companies, products, activities, chatter messages and meetings, CRM stages as per-team pipelines, internal users, and the attachments on each record.

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Vtiger

Enter your Vtiger instance URL, user and access key and you are connected right away. You get leads, contacts, accounts, potentials as deals, products, tasks, calls, meetings, comments and emails, sales stages as a pipeline, users, and the documents related to each record.

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Less Annoying CRM

Paste your Less Annoying CRM API key and you are connected right away. You get contacts, companies, pipeline items as deals, notes, events, tasks and emails, pipelines with their statuses, and the files attached to contacts and companies.

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ClickUp

Paste your ClickUp personal API token and you are connected right away. Each task becomes a deal (name, status, priority, assignees, list, folder, space, dates and custom fields); you also get task comments, the statuses of each space as a pipeline, workspace members, and the attachments of each task.

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Paste your Twenty API key and, if you self-host the instance, its URL (the default cloud needs none). You get people, companies, opportunities, tasks, notes, calendar events and synced emails, the stage field options as a pipeline, workspace members, and the attachments on each record.

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Zendesk Sell

Paste a Zendesk Sell personal access token (Settings, Integrations, OAuth, Access Tokens) or connect with your own OAuth app. You get leads, contacts, companies, deals, products, tasks, notes, calls and visits, pipelines with their stages, users, and the documents on each record.

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monday.com

Paste a monday.com personal API token (Avatar, Developers, My access tokens) or connect with your own OAuth app. Because monday organizes everything in boards, there is one extra step: you assign each board to a CRM object (contact, company, deal and so on) and only then discover and import; item files come along.

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Kommo (amoCRM)

Generate a long-lived token in your Kommo account's private integration, enter the account URL and you are connected right away. You get contacts, companies, deals (Kommo leads, which have value, pipeline and stage), tasks and notes, pipelines with their stages, users, and the files on each record.

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