RetailCRM Integration — Email, SMS & WhatsApp
The RetailCRM integration pulls your contacts and leads into Climails and keeps them current, so your marketing always speaks to the same records your sales team works in — no exports, no stale lists.
Visit websiteWhat the RetailCRM integration does
The RetailCRM integration pulls your contacts and leads into Climails and keeps them current, so your marketing always speaks to the same records your sales team works in — no exports, no stale lists.
- Contacts and leads with custom fields
- Pipeline stage and lead status
- Owner, tags and lifecycle data
- Updates as records change
What you can do with RetailCRM data
- Nurture new leads with automated sequences
- Trigger emails when a deal stage changes
- Keep segments in step with the CRM
- Re-engage cold or lost leads
How to connect RetailCRM
Connect RetailCRM by pasting an API key you generate in RetailCRM — no developer required.
- 1
In RetailCRM, create an API key or token.
- 2
Copy the key (and any IDs the form asks for).
- 3
In Climails Integrations, choose RetailCRM and paste it.
- 4
Save — Climails verifies the key and starts syncing.
Put RetailCRM data to work
Once RetailCRM data is in Climails it's just contacts and events — usable everywhere. Build segments from it, trigger flows on it, and personalize any message with it, across every channel from a single automation.
- Build segments from RetailCRM data
- Trigger email, SMS, WhatsApp, Telegram and push flows on RetailCRM events
- Personalize messages with RetailCRM fields
- One unified profile per customer across channels
Frequently asked questions
Is the RetailCRM integration free?
Yes. It's available on every plan, including the free tier — you pay for your Climails sending, not per integration.
How long does it take to connect RetailCRM?
A few minutes. Most connections are a couple of clicks or pasting a key — no developer needed.
Is my RetailCRM data secure?
Yes. Credentials are stored encrypted, webhook payloads are signature-verified, and we only read the data needed to sync contacts and events.
Can I sync RetailCRM in real time?
Yes. Native connectors sync on a schedule and webhooks deliver events in real time, so flows can fire the moment something happens in RetailCRM.
Do I need to use every channel?
No. RetailCRM data works with whichever channels you use — start with email and add SMS, WhatsApp, Telegram or push whenever you're ready.
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