Seedly CRM connects with 20 external services to handle communication, scheduling, payments, social media, analytics, and security. Some integrations are built into the platform and work out of the box with managed credentials. Others require you to connect your own external account (such as Gmail, Stripe, or Zoom). The platform supports a credential cascade - credentials can be set at the agency level, overridden per brand, or configured per sub-account.
| Integration | Provider | What It Enables | Account Required |
|---|
| SMS (Primary) | Twilio | Inbound and outbound SMS, MMS, voice calls, phone number management, A2P 10DLC compliance | Managed or self-service |
| SMS (Fallback) | Telnyx | Backup SMS provider with automatic failover | Managed or self-service |
| Transactional Email | Postmark | Transactional email delivery with bounce, open, and click tracking | Managed or self-service |
| Marketing Email | SendGrid | Bulk campaign email delivery with delivery tracking | Managed or self-service |
| Facebook Messenger | Meta Graph API | Two-way page messaging with delivery and read receipts | Facebook Page required |
| Instagram DM | Meta Graph API | Two-way direct messaging via connected Instagram business account | Instagram Business account required |
| Call Tracking | CallRail | Inbound call tracking, text messages, voicemails, and dynamic number insertion | CallRail account required |
| Integration | Provider | What It Enables | Account Required |
|---|
| Gmail Sync | Google Gmail API + Cloud Pub/Sub | Full two-way email sync, send as Gmail, real-time push notifications for new emails | Google Workspace or Gmail account |
| Integration | Provider | What It Enables | Account Required |
|---|
| Google Calendar | Google Calendar API | Two-way calendar sync - appointments created in Seedly appear in Google Calendar and vice versa | Google account |
| Outlook Calendar | Microsoft Graph API | Calendar sync with configurable direction: one-way read, one-way write, or full two-way sync | Microsoft 365 or Outlook account |
| Integration | Provider | What It Enables | Account Required |
|---|
| Zoom | Zoom API | Automatic meeting link creation when appointments are booked with a video location | Zoom account |
| Integration | Provider | What It Enables | Account Required |
|---|
| Payments | Stripe | Payment collection on invoices, appointment booking payments, subscription management, customer portal, refunds, and agency rebilling | Stripe account |
| Integration | Provider | What It Enables | Account Required |
|---|
| Social Media Management | LATE | Multi-platform social posting, scheduling, analytics, and comment management across Facebook, Instagram, and LinkedIn | Connected social accounts |
| Google Business Profile | Google Business Profile API | Review monitoring, automatic review sync, and review response management | Google Business Profile |
| Integration | Provider | What It Enables | Account Required |
|---|
| Error Monitoring | Sentry | Frontend error tracking with source maps for fast debugging | Built-in |
| Product Analytics | PostHog | Product usage analytics and event tracking | Built-in |
| Integration | Provider | What It Enables | Account Required |
|---|
| Authentication | Clerk | User authentication (OAuth2, JWT), session management, and user sync | Built-in |
| CAPTCHA | reCAPTCHA / Cloudflare Turnstile | Bot prevention on public forms | Built-in (configurable) |
| Integration | Provider | What It Enables | Account Required |
|---|
| AI Prompts | OpenAI + Anthropic | AI-powered workflow nodes using GPT-4o, GPT-4o-mini, GPT-3.5 Turbo, Claude Sonnet, or Claude Haiku for content generation, classification, and data extraction | API keys required |
For communication providers (SMS and email), Seedly CRM supports three credential modes:
- Managed - The agency provides master credentials that all sub-accounts share. Simplest setup, centralized billing.
- Self-Service - Each sub-account connects their own provider account. Useful when clients want their own sending reputation or billing.
- Disabled - The channel is turned off for the sub-account.
Integration credentials resolve in this order:
- Sub-account - If the sub-account has its own credentials, those are used
- Brand - If not, the brand-level credentials are checked
- Agency - If not, the agency master credentials are used
- Fallback - Platform defaults (if applicable)
This means you can set credentials once at the agency level and override them only where needed.
Seedly CRM includes built-in email domain verification with:
- DKIM record setup and validation
- SPF record guidance
- DMARC configuration
- Automatic daily DNS re-checks for pending domains
- Domain warmup stages with automatic advancement
- Purchase phone numbers directly within the platform
- Agency-wide phone number pool with assignment to sub-accounts
- Phone number porting (transfer existing numbers into the platform)
- A2P 10DLC registration wizard for SMS compliance (US carriers)
For custom integrations, Seedly CRM provides:
- Inbound webhook endpoints for triggering workflows from external systems
- Outbound webhook nodes in workflows for calling external APIs
- Cryptographically signed webhook payloads for security
- Webhook logging for debugging
- Multiple HTTP methods and authentication options for outbound calls