Integrations

Seamlessly & Reliably Integrate Playbooks With CRM and Other Tools

Playbooks syncs natively with your CRM and other tools with near-perfect uptime, freeing up your team to sell and focus on customers. XANT offers the most reliable, scalable integration that treats CRM and Playbooks data with best-in-class security and governance, including data encryption in transit and at rest and data anonymization in use.

Integrations

Seamlessly & Reliably Integrate Playbooks With CRM and Other Tools 

Playbooks syncs natively with your CRM and other tools with near-perfect uptime, freeing up your team to sell and focus on customers. XANT offers the most reliable, scalable integration that treats CRM and Playbooks data with best-in-class security and governance, including data encryption in transit and at rest and data anonymization in use.

XANT Playbooks integrates with Salesforce
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Salesforce Logo
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CRM Integrations

Amplify Your CRM 

XANT doesn’t replace, or store data outside, your CRM. Rather, we augment it and enrich your data to drive ROI. By not creating a shadow CRM, we’re able to amplify your investments by capturing data that can guide your activities and ensure that your reps are spending their time in the most effective ways.

Stable Bi-Directional Sync

All activities in Playbooks are automatically recorded in your CRM in real time, and vice versa, eliminating the need for manual data entry. With consistency across platforms, leaders across your organization have more visibility into your team’s performance, including real-time cadence-level and outcome-level insights .

Secure and Optimized Connections

XANT’s dedicated CRM integration team has built features from the ground up for CRM. Our team knows the API’s to use better than anyone—that includes which ones to avoid and how to optimize connections so they are as fast and efficient as possible. XANT closely monitors connections and has built proactive troubleshooting tools that both customers and support use when needed.

“I'm able to track leads better, i.e. which leads convert better than others for future business. I can set up a play determined on how often I should reach out to the contact and when to email or send text. System can be integrated with Salesforce to streamline best with internal CRM.”


G2 Review

“Very well integrated to both Salesforce and Microsoft CRM systems. The 'sidebar' makes it very easy to use in combination with the CRM. No data will be lost, and your CRM info can easily be used for your calls and emails.”


G2 Review

Other Integrations

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Chorus

Leverage automatic transcription, theme detection, commenting, and other functionalities from Chorus for your rep’s calls.

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ExecVision

Get more insights from your rep’s calls—identify what’s working and align messaging.

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Gong

Utilize AI to determine what allows top sellers to go above and beyond the average sales conversion rate.

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Highspot

Centralize all emails sales collateral in one place and utilize centrally managed sales content.

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LinkedIn

Tap into LinkedIn insights throughout the sales process to save time and use data to deliver personalized experiences to customers and prospects.

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OneMob

Record and send personalized or pre-made videos to your prospects straight from the OneMob feature in Playbooks.

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Owler

Utilize firmographic data from Owler on Playbooks. This includes information like revenue estimates, company size, industry, URLs, logos, social profiles, and more.

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Sendoso

Send physical or virtual personalized gifts or Touches to prospects through Sendoso.

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Twitter

Get more insight into your clients and prospects by seeing their posted tweets in their contact information.

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VidYard

Produce personalized videos directly through Vidyard GoVideo or simply upload an existing video to impress prospects.

Ready to see how your team can benefit from these integrations?