Trellus Integrations

Apollo is an AI-driven sales platform that combines B2B data, prospecting, engagement, enrichment, and deal execution within a unified revenue workspace. Its business database helps sales and marketing teams identify companies and contacts using detailed targeting criteria and access verified email addresses and phone numbers. Outbound capabilities include automated multichannel sequences, cold calling, task prioritization, workflow automation, meeting scheduling, and email deliverability tools. Inbound tools can identify website visitors, capture leads, enrich records, score prospects, and route qualified opportunities to the appropriate representatives. Apollo’s data enrichment capabilities help organizations complete, cleanse, and update CRM records using current company and contact information. Deal execution features include meeting preparation, call recording, conversation intelligence, follow-up assistance, pipeline management, coaching, and sales analytics. AI functionality supports prospect research, prioritization, personalized outreach, meeting insights, and other repetitive sales workflows that would otherwise require manual work. Apollo also offers integrations, APIs, a Chrome extension, workflow automation, and an MCP interface for connecting its data and sales capabilities with other applications and AI systems. The platform is intended for sales development teams, account executives, marketers, revenue operations professionals, sales leaders, and founders that want to manage more of the revenue lifecycle from one system.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. The Smart CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. The platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about HubSpot's premium software, or get started with its full suite of free tool.

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

Google Chrome is a modern web browser created to deliver speed, security, and productivity in one streamlined experience. Developed by Google, it works smoothly across operating systems and devices, making browsing consistent wherever you sign in. Chrome includes built-in AI tools like Gemini in Chrome, allowing users to summarize content, answer complex questions, and complete tasks using open tabs as context. The browser enhances searching with AI Mode directly in the address bar for deeper, more interactive results. Google Lens lets users search, translate, and identify objects directly from images or webpages. Chrome’s password manager automatically saves and generates strong passwords for safer browsing. Enhanced Safe Browsing actively warns users about phishing, malware, and harmful sites. Chrome offers extensive customization through themes, extensions, and tab management tools. Sync features keep bookmarks, payment methods, and saved data available across devices. Automatic updates ensure Chrome remains fast, stable, and secure without manual effort.

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Salesloft is an AI-powered sales engagement and revenue intelligence platform designed to help organizations manage customer interactions, optimize sales processes, and improve revenue predictability. The software combines multichannel prospecting, sales automation, conversation intelligence, deal management, and revenue forecasting within a centralized system. Its Cadence functionality enables sales representatives to create structured outreach sequences incorporating emails, phone calls, and other customer engagement activities. Rhythm uses artificial intelligence and real-time buyer signals to prioritize sales tasks and recommend actions based on account activity and opportunity status. Conversation Intelligence captures and analyzes sales discussions to identify customer needs, objections, engagement patterns, and opportunities for follow-up. Deal management tools provide visibility into pipeline activity, stakeholder engagement, opportunity progression, and potential revenue risks. Clari Forecast enables sales leaders to analyze pipeline performance, evaluate forecast accuracy, and generate AI-supported revenue projections. Salesloft also provides AI agents that automate account research, prospect identification, email personalization, and other activities throughout the sales lifecycle. The platform supports CRM synchronization, workflow automation, analytics, and integrations with more than 180 business applications to coordinate revenue operations across teams.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

HubSpot's sales software will notify you when a lead opens an email. You can also track every interaction and organize all of your activities in one place. Start free and grow as you go. HubSpot's sales tools make it easy to save time at all stages of the funnel. You can queue up personalized reminders and follow-up emails that are automatically delivered at the right time. You can turn repetitive emails into templates, track their performance, and share the top ones with your entire team. You will be notified when prospects open an email, click on a link or open an attachment. This will allow you to follow up with the most important leads quickly and efficiently. You can connect with prospects via live chat on your website. This will eliminate back-and-forth emails and missed calls. Send a link to let leads choose a time that suits them both. Automate manual entry by automatically logging every lead's contact information, email opens and clicks. Automate tedious tasks such as lead rotation.

Google Sheets is a cloud-based spreadsheet and data management platform that combines AI-powered tools with collaborative features to help users organize, analyze, and visualize information more efficiently. Gemini AI in Sheets allows users to create formulas, build trackers, generate tables, and uncover patterns within data using simple prompts instead of complex spreadsheet commands. The platform supports real-time collaboration, enabling multiple users to edit spreadsheets simultaneously while leaving comments, tracking changes, and reviewing updates across devices and locations. Google Sheets also simplifies spreadsheet design with smart chips, automated formatting, pre-built templates, and customizable tables for project management, inventory tracking, and event planning. Businesses can improve communication and teamwork through integrated Google Meet functionality, allowing users to collaborate directly within Sheets without switching applications. Connected Sheets provides direct access to large-scale BigQuery and Looker datasets, making it easier to analyze billions of rows of information directly from a spreadsheet interface. Users can also integrate data from third-party platforms like Salesforce, Asana, and Intuit through the Google Workspace Marketplace to centralize reporting and workflow management. Advanced security features including encryption, privacy controls, anti-abuse protections, and client-side encryption help organizations protect sensitive information and maintain compliance standards. With support for Microsoft Excel files, offline editing capabilities, and cross-device accessibility, Google Sheets delivers a flexible and intelligent solution for modern data collaboration and analysis.

Gong is a robust AI-powered revenue platform that enables businesses to centralize their revenue workflows and optimize engagement strategies. It integrates with existing CRMs, providing in-depth customer insights, accurate forecasting, and improved sales execution. Gong's platform supports teams by offering data-driven intelligence on customer interactions, eliminating redundant tasks, and improving productivity. With Gong’s tools like Gong AI and Gong Data Engine, companies can streamline operations, enhance sales coaching, and drive business outcomes more effectively.

Attio is a next-generation, AI-native CRM designed specifically for modern GTM builders and fast-growing teams. It combines data, workflows, automation, AI, and reporting into one unified platform. With its powerful automation engine, businesses can control and optimize even the most complex revenue operations. Attio’s AI capabilities help scale tasks traditionally handled by humans, such as lead qualification and routing. Its flexible data model adapts to each company’s unique business structure, ensuring the CRM reflects real-world operations. The platform connects diverse data sources to maintain a live, accurate view of customer relationships. Real-time reporting enables teams to visualize performance and gain insights almost instantly. Attio eliminates long onboarding cycles by syncing directly with email and calendar tools. Built for scale, it handles massive datasets with low latency while maintaining high security standards. Overall, Attio empowers teams to execute revenue strategies with precision and confidence.

HighLevel is an all-in-one AI-powered sales, marketing, and customer relationship management platform designed for marketing agencies, entrepreneurs, and growing businesses. The software provides a centralized CRM for managing contacts, tracking opportunities, organizing sales pipelines, and monitoring customer interactions throughout the sales process. Its marketing automation tools enable businesses to create email campaigns, SMS sequences, appointment reminders, lead nurturing workflows, and personalized follow-up communications. HighLevel includes a drag-and-drop website and funnel builder for creating landing pages, lead capture forms, surveys, online stores, and conversion-focused sales funnels. Its AI capabilities include automated voice agents, conversational chatbots, content generation, funnel creation assistance, and AI-powered review responses. Businesses can manage customer conversations across email, SMS, WhatsApp, Facebook Messenger, Instagram, and website live chat from a unified inbox. Additional tools support appointment booking, payment processing, invoicing, online reputation management, social media scheduling, membership communities, and digital course delivery. Marketing agencies can create separate client accounts, duplicate workflows, manage multiple businesses, and offer the platform under their own branding through white-label SaaS capabilities. HighLevel also provides campaign analytics, sales reporting, mobile applications, APIs, and integrations that help organizations consolidate their marketing technology and automate customer acquisition and retention.

Tailor your cold emails, streamline follow-ups, and connect with leads on various platforms effortlessly. lemlist serves as your all-in-one solution for sales automation and cold emailing. Whether you have a team of just two or a large group of 200+, lemlist effectively addresses every challenge related to outreach automation. Boost your response rates by interacting with each prospect individually. Craft personalized introductory lines and engaging calls-to-action. Effortlessly incorporate any screenshots, personalized text, or company logos into your email visuals. Create dynamic landing pages and embed videos for added engagement. Initiate robust cold email campaigns, send follow-ups that feel personal rather than generic, and uncover more business opportunities. Elevate your deal-closing potential by engaging leads across multiple channels automatically. With one click, you can make cold calls and reach out to prospects. Incorporate tailored tasks and leverage social selling strategies. Collaborate seamlessly with your team and gain quick insights into the specific stage of each lead's journey. By doing so, you can create a more efficient outreach process.

Quo transforms business communications by merging phone calls, texts, and customer data into a shared, AI-driven environment. Its standout feature, Sona, acts as a virtual answering agent available 24/7 to engage callers, provide business-specific answers, and transfer conversations as needed. The platform gives businesses full oversight with unified conversation threads that consolidate every interaction across channels. Built-in CRM capabilities allow teams to manage contacts, add notes, and maintain context throughout the customer journey. Quo AI further boosts productivity with features like real-time transcription, call summaries, actionable recommendations, and AI-driven tags that automatically categorize interactions. Collaboration tools such as shared numbers, group calling, and warm transfers ensure smooth teamwork, while analytics provide managers with insight into performance trends. Customizable workflows, including scheduled messages, auto-replies, and full call flow control, give businesses flexibility to tailor communication. Backed by thousands of positive G2 reviews and trusted by over 60,000 companies, Quo is a proven solution for growing businesses that want faster, smarter, and more connected customer support.

Clay is a go-to-market automation platform that combines business data enrichment, artificial intelligence, and workflow orchestration for sales and marketing teams. The software provides access to more than 200 data providers and enrichment tools for retrieving professional contact details, firmographic information, technographic data, and buying signals. Its waterfall enrichment functionality searches multiple providers sequentially to identify missing information and improve data coverage. Claygent uses AI-powered web research to investigate companies, identify relevant business information, and generate insights for prospecting and account qualification. The platform supports lead sourcing, account segmentation, territory planning, inbound lead routing, and automated outbound sales workflows. Users can create custom enrichment processes, apply lead scoring rules, and monitor signals such as job changes, hiring activity, and company developments. Clay integrates with CRM platforms such as Salesforce and HubSpot to synchronize enriched records and automate customer database maintenance. Its workflow tools support conditional logic, scheduled execution, webhooks, and AI agents for coordinating multistep GTM processes. Clay also provides tools for building advertising audiences, personalizing outreach, and connecting sales activities with external applications and data sources.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Elto is a cutting-edge AI-driven parallel dialer aimed at significantly improving the efficiency of outbound sales efforts. It empowers users to connect with as many as six numbers at once, leveraging artificial intelligence to identify when a human answers, thereby linking sales agents to live discussions without delay. This innovative method reduces the amount of time wasted on voicemails while enhancing interaction opportunities with potential customers. Elto seamlessly integrates with a range of sales platforms such as Apollo.io, Salesforce, Salesloft, Outreach, HubSpot, and Trellus, facilitating the easy import of contacts, call tasks, and communication sequences. With its robust two-way native integrations, all dispositions, call notes, and recordings are updated in real time, eliminating the cumbersome task of bookkeeping after calls. Notably, the platform achieves a 30% quicker detection rate for human pickups than other AI dialing solutions, owing to its customizable models that cater to the nuances of each client's conversations. Furthermore, the application includes features like time zone filtering to ensure calls are made at appropriate hours, optimizing the outreach process even further. This combination of capabilities makes Elto an invaluable tool for sales teams striving for greater productivity and effectiveness in their outreach strategies.