Delalify Integration

Connect Delalify to your existing tools through native integrations. Import contacts from your CRM, sync data with your help desk, and keep every system updated automatically without manual exports or imports.

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Platform connectivity

Your tools work together automatically

Integration connects Delalify Apps Platform with the tools you already use. Sync contacts from your CRM, keep your help desk aligned with People, and import existing relationships using your contact templates without technical skills. Data flows between tools automatically, so you never play middleman copying information from one system to another.

Capabilities

Connect to your existing tools

Native integrations illustration

Native integrations

Your organization already relies on CRMs, help desks, and productivity tools that handle specific functions well. Replacing everything at once is impractical and disruptive to teams who have built their workflows around existing systems. Delalify needs to fit into your current tech stack rather than demanding you abandon tools that already work for other purposes.

Pre-built connectors link Delalify to popular platforms including CRMs like Salesforce and HubSpot, help desks like Zendesk, and productivity suites like Google Workspace and Microsoft 365. Configure connections in minutes without writing code, map fields to match your data structure, and import existing records into People with all relationships intact. Your tools continue working together while Delalify adds relationship intelligence.

Two-way data sync illustration

Two-way data sync

Contact information changes constantly as people update their details, change roles, or move between organizations. When updates happen in one system but not others, teams work with outdated information and communications reach wrong addresses. Manual reconciliation wastes hours and still misses changes that happen between sync cycles.

Automatic synchronization keeps Delalify People and your connected tools aligned without manual intervention. With Delalify Integrations, when a contact updates their email in your CRM, People reflects that change automatically. When you add a tag in People, your marketing platform sees it immediately. Both systems stay current, so every team works with the same accurate information regardless of where updates originate.

One-click import

Starting fresh with an empty contact database means losing years of relationship history and forcing teams to rebuild what they already had. Migrating contacts manually through spreadsheet exports creates errors, loses field mappings, and takes days of tedious work. You would typically need to bring your existing relationships into Delalify without starting from scratch.

Import existing contacts from your current tools directly into Delalify People with all their associated data intact. Visual field mapping matches columns from your source system to People fields without technical configuration. Duplicate detection prevents creating redundant records during import, and import history shows exactly what was brought in and when. Your relationship history transfers completely in minutes rather than days.

Integration templates illustration

Integration templates

Every organization connecting their CRM to a contact management system faces similar challenges: which fields to map, how to handle duplicates, what triggers should sync data. Configuring these patterns from scratch requires trial and error that delays getting value from the integration. Common scenarios should come pre-configured so teams can start immediately.

Pre-built templates for popular integration scenarios provide tested configurations that work immediately. Connect Salesforce and have contact sync, opportunity tagging, and activity logging configured following proven patterns. Templates include recommended field mappings, sync frequencies, and conflict resolution rules that organizations with similar needs have validated. Customize any template to match your specific requirements, or use them as-is to get started quickly.

Sync monitoring and alerts

Integrations run in the background, and problems surface only when someone notices outdated data or a customer complaint. By then, the sync may have failed days ago. Without visibility into integration health, teams discover issues reactively instead of fixing them before they affect operations.

A centralized dashboard shows the status of every active integration: last successful sync, records transferred, and any errors that need attention. Alerts notify your team through email or in-app notifications when syncs fail, authentication expires, or rate limits are reached. Error logs identify exactly which records failed and why, so you fix the root cause instead of guessing. Historical sync data helps you spot patterns and optimize sync frequency for each connected system.

Real-time

Data updates

Two-way

Data sync

Seconds

To connect

Why it matters

One platform, your whole stack

Work with existing tools

Delalify fits into your tech stack rather than replacing it entirely. Your CRM, help desk, and productivity tools stay in place while data flows between them and Delalify products, so you gain new capabilities without disrupting established workflows.

Import existing data

Bring contacts from your CRM, help desk tickets, or customer database into People with field mapping that preserves your data structure. Begin with complete contact information rather than rebuilding relationship records from scratch.

Automatic updates

When contact information changes in one system, connected tools update automatically. Your team always works with current data without manual reconciliation or periodic exports. Changes flow in both directions, keeping every system aligned.

No technical setup

Configure integrations through visual interfaces that require no coding or technical expertise. Connect accounts, map fields, and enable sync through guided workflows that any team member can complete in minutes.

Use cases

See integrations in action

Importing contacts from CRM

The sales team uses Salesforce for pipeline management and opportunity tracking. Native integration connects Salesforce to People, importing all contacts with custom fields, company relationships, and engagement history mapped to the correct People fields. The initial sync brings over thousands of records, and ongoing synchronization keeps both systems current as sales reps update contact information in either place.

Result

Marketing launches campaigns through Channels with complete contact data from day one, eliminating the manual CSV exports and imports that used to delay every campaign launch. Sales and marketing reference the same contact records without version conflicts.

Importing contacts from CRM

Help desk contact sync

When support agents create or update customer records in Zendesk during ticket resolution, those changes sync into People so contact information stays current across both systems. New customers who submit their first support ticket automatically appear in People with their contact details and the context of their initial inquiry. Preference updates that customers share with support flow back to marketing-accessible profiles.

Result

Support and marketing teams reference identical contact details without manual updates or data drift. When marketing sends a campaign through Channels, recipients see their current information because support ticket interactions kept records up to date.

Help desk contact sync

Google Workspace integration

The team connects Google Workspace to People to import contacts from Gmail and Google Contacts. Calendar events with external attendees automatically create contact records with meeting context attached. Contacts stay synchronized across the organization without manual exports or duplicate entries.

Result

New team members access the complete, up-to-date contact directory without asking colleagues for spreadsheets. Campaign targeting through Channels benefits from accurate contact data that stays current as people change roles or companies.

Google Workspace integration

E-commerce customer sync

The Shopify integration connects the online store to People, importing customer records with their purchase history, order values, and product preferences. Each completed order updates the contact profile with transaction details. First-time buyers receive a welcome tag while repeat customers get loyalty status tags based on their purchase frequency and lifetime value.

Result

Marketing creates targeted campaigns through Channels based on purchase behavior without exporting customer lists from the e-commerce platform. High-value customers receive exclusive offers while first-time buyers enter nurturing sequences designed to encourage repeat purchases.

E-commerce customer sync

Calendar integration for appointments

When prospects book discovery calls through the company's scheduling tool, the calendar integration checks People for an existing contact and creates one if none exists. Appointment details, meeting notes, and outcome tags attach to the contact profile automatically. Rescheduled or cancelled meetings update the record without manual data entry.

Result

Client appointment history lives alongside other contact information in one place rather than across calendar apps, email threads, and note-taking tools. Sales reps see the complete meeting history with any contact before calls, arriving prepared with context from previous conversations.

Calendar integration for appointments

Related products

Power workflows with data

Use integrations as triggers and actions in automated workflows.

Automation

Use integrations as triggers and actions in automated workflows.

Explore

All supported integrations

Connect Delalify People with the tools your team relies on. Sync data automatically and keep everything current across your entire workflow.

Salesforce

Sync accounts, deals, and customer journeys.

HubSpot

Connect marketing campaigns and sales pipelines.

Google Workspace

Integrate Gmail, Drive, and Calendar.

Microsoft 365

Connect Outlook, Teams, and Exchange.

Slack

Push contact updates to team channels.

Zoom

Log meetings and surface call history.

WhatsApp

Send messages and engage contacts directly.

LinkedIn

Connect professional networks and contacts.

Facebook

Reach audiences through social campaigns.

X

Sync your followers and track engagement.

Blackbaud

Sync donor records and fundraising campaigns.

Canvas

Connect student data and course information.

Zendesk

Unify support tickets and customer context.

DocuSign

Manage agreements and consent forms securely.

Zapier

Connect 6,000+ apps without code.

Shopify

Sync customers, orders, and store data.

Stripe

Connect payment data and customer profiles.

Mailchimp

Sync audiences and automate email campaigns.

Intercom

Unify conversations and customer messaging.

API

Build custom integrations securely.

FAQ

Common questions about Integration

Connect Delalify to your tech stack

Native integrations, APIs, and webhooks let you sync data bidirectionally and trigger actions across systems.

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