Lio connects to your existing tools through native CRM imports, the wider WorksBuddy suite, and a public API. You can bring leads in from common CRMs and files, reach other apps through Revo, and create leads programmatically over the API.
Native integrations
- HubSpot, Pipedrive, and Salesforce import. One-way import of leads from these CRMs. Growth and above include guided OAuth migration from HubSpot and Pipedrive with reusable field mapping; Salesforce sync is available on Enterprise.
- CSV and Excel. Import leads from CSV or Excel files and export filtered datasets to multiple formats for migration and backup.
- LinkedIn enrichment. Paste a LinkedIn profile URL or a batch of 500 to 1,000 URLs to enrich leads with firmographic data.
- Slack and email notifications. Follow-up reminders and alerts can be delivered in app, by email, or via Slack.
CRM import is currently one-way. Two-way write-back is on the roadmap.
Connect through Revo
For apps Lio does not import from directly, connect through Revo, the WorksBuddy workflow automation agent. Revo connects 1,000+ apps so you can move data between Lio and the tools your team already uses.
Developer and API
Lio includes a public API for inbound lead creation, so you can push leads from your own systems or forms directly into the pipeline.