Browse published, supported Birdeye native integrations for CRM. These integrations can help teams connect review automation, surveys, referrals, messaging, webchat, and follow-up workflows to software they already use.
6 native integrations for CRM
teams can use supported triggers to reduce manual follow-up and keep review, survey, referral, and messaging workflows more consistent. Use the search box to find a specific software name.
Accelo
Modules: Referrals, Reviews, Surveys
Tier: Standard
CLUB OS
Modules: Referrals, Reviews, Surveys
Tier: Standard
Keap (fka Infusionsoft)
Modules: Reviews, Referrals, Surveys
Tier: Standard
LeadDocket
Modules: Messaging 2way, Webchat 2way, Referrals 2way
Tier: Standard
Storage 360
Modules: Referrals, Reviews, Surveys
Tier: Standard
TotalExpert
Modules: Surveys
Tier: Standard
Implementation help
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Integration details
| Software | Modules | Country | Trigger supported |
|---|---|---|---|
| Accelo | Referrals, Reviews, Surveys | US, AU, UK | Accelo Closed Sales Trigger Accelo Completed Project Trigger Accelo Closed Request Trigger BirdEye Lead Trigger Contact… |
| CLUB OS | Referrals, Reviews, Surveys | US, AU, UK | Club Os Event Trigger |
| Keap (fka Infusionsoft) | Reviews, Referrals, Surveys | US, CA, AU | Tagged items: This trigger is used to fetch customer data based on the specified tag applied. |
| LeadDocket | Messaging 2way, Webchat 2way, Referrals 2way | US | BirdEye Lead Trigger |
| Storage 360 | Referrals, Reviews, Surveys | US | Storage360 Move-In Trigger Service Birdeye Lead Trigger Contact Sync Trigger Storage360 Move-Out Trigger Service |
| TotalExpert | Surveys | US | Survey Writeback Trigger CX Score Upsert Trigger Birdeye Lead Trigger Custom Loan Status Trigger |
CRM integration FAQs
Are these native integrations?
Yes. This page only lists rows where Integration Type includes BirdEye – Native Integration and does not include BirdEye – VA Team.
Are unsupported integrations included?
No. Rows marked Not Supported, Published = No, or Exclusions = Yes are excluded from the published directory.
Can ConvertLocal help with implementation?
Yes. ConvertLocal can help confirm fit, configure workflows, test triggers, and optimize review, texting, webchat, survey, referral, and customer communication workflows.