Batchbook Integrations

CRM is an essential tool for any small business, but it’s not the only software you’ll need. Batchbook integrates with powerful tools to extend your capabilites even further. Check ’em out!

Email Marketing

Easily import your Batchbook contacts into ActiveCampaign

ActiveCampaign combines all aspects of email marketing into a single & easy to use platform. Seamlessly create beautiful & engaging emails, send them to your segmented subscribers, and see what interactions & reactions occur in real time! Email marketing remains one of the best marketing options for positive returns on your investment. Learn more

App Connector

Connect Batchbook with the most powerful sales and marketing applications for your business, instantly!

Bedrock Data's platform provides small and medium businesses simple, easy to use data integrations. Marketers, IT professionals and business owners can now connect their business applications without writing any code using this software-as-a-service. Uniquely, Bedrock Data offers multiple-endpoint integrations, enabling businesses to keep three or more systems in sync, automatically. Learn more

Direct Mail Service

Amazing tools that turn you into a direct mail marketing expert

DirectMailManager.com is an On-Demand Direct Mail Web App that integrates with your Batchbook contacts. It provides you with the ability to easily produce highly effective, targeted direct mail. The system gives you access to advanced direct mail reporting tools including USPS tracking, ROI Reports, A/B Marketing Testing and there is no minimum quantity requirement. Learn more

Discussion Platform

Discover the person behind the comment

With our Disqus integration, you can learn more about the people who comment on your blog. Import people who are actively commenting or are well-liked across the Disqus universe, and then build better relationships with them! Learn more

Social Media

Stay Connected with Your Facebook Friends

Once you authorize Facebook inside of Batchbook, you will be able to see public status updates, plus updates from your Facebook friends, right on their contact record! Each user can authorize their own accounts, so they'll only see updates from their own Facebook friends. Learn more

Form Builder

Import Contact Details with Formstack Webforms

Batchbook customers (new to Formstack) get 3 free webforms to use for your site, and integrate any of them with Batchbook to automatically record details when the forms are filled out. Learn more

Accounting

Make sure you have the right contact info when you send an invoice

FreshBooks helps you manage invoices, and has useful features like time-tracking built right in. Share your contacts from Batchbook to FreshBooks so you will have the contact info ready to go when it's time to invoice! Learn more

Contacts

Easily share your contact info with Google Apps

Import your Google Contacts directly into Batchbook, plus set up automatic integrations via Zapier to hook up services like Google Forms and Gmail to Batchbook. Learn more

Social Media

Connect your social CRM with
your social dashboard

HootSuite is a social media management system where you can keep track of all of your social streams, schedule posts, and manage your social activity as a team. The Batchbook app for HootSuite lets you layer in your complete customer history, save posts and social contacts to Batchbook, and collaborate for better follow up. Learn more

Integration Requests?

We’re hard at work on new integrations with other great tools. But we'd like to know what would help you the most. Fill out our own Formstack form to let us know what you'd like to see!

Social Media

Get LinkedIn profiles and updates for your contacts

Authorize LinkedIn so you can see important info on your contacts, such as job title, number of connections, and recent updates. You can search for your contact's LinkedIn profile with the click of a button. Plus, invite contacts to connect with you on LinkedIn right from Batchbook! Learn more

Email Marketing

Send delightful marketing emails to your contacts

Mad Mimi makes it simple and enjoyable to create beautiful HTML emails. Their easy-to-use platform helps you create, send, and track your email campaigns, all from within one intuitive interface. Learn more

Email Marketing

Go Bananas with Your Email Subscribers

MailChimp is a simple and fun email marketing tool. With a generous free plan and loads of features, any business can become an email marketing star! Our integration provides two-way sync as well as the ability to track which emails are being read, and by whom, right in Batchbook. Learn more

App Connector

Connect Batchbook to a variety of other apps.

OneSaas is a Software-as-a-Service (SaaS) cloud integration platform that solves the challenges of integrating disparate cloud-based or on-site accounting, billing and invoicing, email marketing, e-commerce, point-of-sale, event management and CRM systems. Learn more

Digital Signatures

RightSignature is the easiest, fastest way to get documents signed online.

Send contracts, forms, proposals – any document you need signed – for legally-binding e-signature in minutes. Your recipients fill out and sign documents online in any web browser, or even on a mobile device. No printing, no faxing, no hassle.

The Batchbook app for RightSignature auto-suggests your Batchbook contacts when you send them a document for e-signature from inside RightSignature. Simply select the document you would like to get signed, begin to type in the name and click on the appropriate contact to populate the email address of each signer, and click send.Learn more

Social Media

Read the Twitter feed from inside Batchbook

Once you authorize Twitter inside of Batchbook, you will be able to see bio information and public tweets. Each user can authorize their own accounts, so they'll only see updates from their own Facebook friends. Learn more

Accounting

Keep track of invoices right in Batchbook

Xero is easy to use online accounting software that’s designed specifically for small businesses. Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more. Learn more

Email Templates & Tracking

Sync sales emails to Batchbook with one click

Yesware helps you manage your sales emails with smart templates, tracking, Batchbook integration, and prospect management. Used right in Gmail, this tool can help you be more effective with your emails. Learn more