Integrations
Connect Razorpay, IndiaMART, Twilio, Zoho, HubSpot, OpenAI, and more.
5
Published guides
3
Suggested starting guides
1
Related product areas
What you will find in this section
Use these guides to move from setup to execution without guessing the next step. Most articles include clear instructions, time estimates, and common fixes.
The Integrations section is meant to help teams standardize how they configure and operate this part of HelloGrowthCRM. That is especially useful when multiple admins, managers, or onboarding owners need a repeatable reference instead of one-off explanations in chat or meetings.
Because this category connects to 1 related product area, these guides are best read as part of a broader workflow rather than as isolated feature notes.
Step-by-step execution
Follow practical walkthroughs for the exact task you are trying to complete in this category.
Quick onboarding help
Start with the suggested guides below if you are new to this workflow or rolling it out for a team.
Troubleshooting and next steps
Review related features and contact support if the guide does not match your setup or edge case.
Start with these guides
These are the fastest entry points into the Integrations section.
How to connect Razorpay for payments in HelloGrowthCRM
Connecting Razorpay lets you send payment links via WhatsApp/email/SMS, accept UPI/cards/net-banking, auto-reconcile to invoices, and process refunds.
How to connect IndiaMART lead source to HelloGrowthCRM
IndiaMART is the dominant B2B lead source in India. Connecting auto-imports every lead within 30s, applies routing, triggers instant follow-up.
How to set up Twilio integration in HelloGrowthCRM
Twilio is the swiss army knife of telephony — calling, SMS, WhatsApp, programmable everything.
All guides in this category
Browse every published article below. Open the one that best matches your current task, setup issue, or workflow question.
How to connect Razorpay for payments in HelloGrowthCRM
Connecting Razorpay lets you send payment links via WhatsApp/email/SMS, accept UPI/cards/net-banking, auto-reconcile to invoices, and process refunds.
7 min readbeginnerHow to connect IndiaMART lead source to HelloGrowthCRM
IndiaMART is the dominant B2B lead source in India. Connecting auto-imports every lead within 30s, applies routing, triggers instant follow-up.
9 min readintermediateHow to set up Twilio integration in HelloGrowthCRM
Twilio is the swiss army knife of telephony — calling, SMS, WhatsApp, programmable everything.
15 min readintermediateHow to connect Zoho Books to HelloGrowthCRM
Zoho Books is the leading accounting tool for Indian small businesses. Auto-creates GST-compliant invoices when deals close, syncs payment status.
10 min readintermediateHow to sync contacts with HubSpot in HelloGrowthCRM
Migrating from HubSpot, dual-running, or sharing a contact base. Sync contacts (and optionally companies, deals) two-way.
12 min readintermediate
Getting the most from the Integrations guides
Read with a concrete task in mind rather than browsing front to back. Each article opens with what you will need and how long it takes, so you can judge in ten seconds whether it matches your situation. Where a step depends on a choice made elsewhere — pipeline stages, lead fields, user roles — the article links back to the prerequisite guide instead of repeating it.
If you are rolling this area out to a whole team, do the configuration yourself first, then share the relevant article links in your team chat as the reference for reps. That keeps everyone executing the same way and gives new joiners a self-serve path during onboarding. Anything the guides do not cover for your edge case is worth a quick message to support before you improvise a workaround.
See related features
Need help beyond the docs?
If this section does not fully cover your workflow, contact our team for setup help, onboarding support, or guidance on the best way to configure this area in HelloGrowthCRM.