The ROI platform currently has an integration with the following CRM resources: Salesforce and Pipeliner.


ROI can also Import data from almost any flat file to our platform. So if you are considering other CRM resources which do not automatically integrate with ROI, you should explore capabilities to automate file drops or schedule Email Reports via flat files. Here's more information on what kinds of files ROI can support on Imports and best practices regarding data on flat files.


Questions? Contact support@rightoninteractive.com.