Integrations You Can Connect
In short
Connect Roccai to the marketing and CRM tools you already use, so leads flow automatically to where you work.
EMAIL & SMS MARKETING
CRM & CUSTOMER DATA
CONNECT TO ANYTHING ELSE
Latest help guides
Card and Guide Backgrounds
Backgrounds set the mood of your guide. You can give each card its own picture or video, and give the whole guide a background that shows when people open it through a link.
Read more →Text Styling and Animations
The way your text looks and moves sets the tone of your guide. Here are the text options on every card and the animations you can use.
Read more →How to set up the HubSpot integration
Connect HubSpot to send enriched leads from selected Roccai guide campaigns into your CRM. Create a HubSpot service key with contact read/write access, connect it in Roccai, and map guide answers to HubSpot property internal names. Roccai creates new contacts or updates existing ones by email.
Read more →