Integrations & API
Connect Pulse CRM with your payment gateways, communication tools, compliance systems, and custom applications.
Connect Everything, Automate Anything
No ISO operates in isolation. Pulse CRM connects with the tools and services your business already uses—from payment gateways and e-signature providers to marketing platforms and AI-powered communication tools. Native integrations handle the heavy lifting for supported services, while our webhook system and REST API let you build custom connections for anything else.
Combined with the rules engine, integrations become the foundation for powerful automated workflows—syncing transaction data with your payment processing tools, triggering e-signature requests on application approval, or pushing real-time alerts to Slack when fraud signals fire. Every integration is designed to eliminate manual data entry and keep your entire operation in sync.
Native Integrations
Maverick Payments
Payment ProcessingDirect integration with Maverick for merchant boarding, residual data import, and portfolio management. Sync merchant status, transaction data, and residual statements automatically.
Google Ads
MarketingTrack lead acquisition costs and conversion data from Google Ads campaigns directly in Pulse CRM. Measure ROI per campaign and optimize your merchant acquisition spend.
Slack
CommunicationReceive real-time notifications in Slack channels for new leads, application status changes, fraud alerts, and team assignments. Keep your team in the loop without leaving their workflow.
Authorize.Net & NMI
Payment ProcessingConnect to Authorize.Net and NMI gateways for transaction processing, virtual terminal access, and payment data synchronization. Manage multiple gateways from a single interface.
Documenso
DocumentsSend and track electronic signatures for merchant applications, contracts, and agreements. Documents are automatically stored and linked to the merchant record.
Smarty (Address Verification)
Data QualityValidate and standardize merchant addresses in real time during application submission. Reduce returned mail, improve data quality, and catch address-based fraud signals.
Sovos (Tax Compliance)
ComplianceAutomate tax form generation and compliance reporting. Integrate 1099 reporting workflows with your merchant and agent payment data for seamless tax season preparation.
ElevenLabs AI (Voice Campaigns)
AI & AutomationLaunch AI-powered conversational voice campaigns for lead follow-up, incomplete application reminders, and merchant outreach. Automated calling with natural AI voices.
Why Integrate with Pulse CRM
Eliminate Data Silos
Connect your payment, communication, and compliance tools into a unified platform.
Automate Workflows
Integrations trigger actions automatically—no manual data entry or copy-paste between systems.
Extend with APIs
Build custom integrations with our REST API and webhook system for anything we don't support natively.
Stay in Sync
Real-time data synchronization ensures every team member and system has the latest information.
Developer Tools
Build custom integrations with our API and webhook system
Webhooks
Subscribe to events across Pulse CRM and receive real-time HTTP notifications when leads are created, applications change status, merchants are boarded, or any other event occurs.
REST API
Full REST API access for building custom integrations, automating workflows, and connecting Pulse CRM with your existing tools. Comprehensive documentation and SDK support.
Who Benefits from Integrations
Pulse CRM's integration ecosystem is built for every role in a merchant services organization:
- ISOs using Authorize.Net or NMI who need real-time transaction sync across gateways and a unified view of processing data
- Marketing teams tracking Google Ads spend against lead quality and conversion to measure true acquisition ROI
- Operations teams using Slack for real-time alerts on application status changes, fraud warnings, and team assignments
- Organizations requiring e-signatures via Documenso for merchant contracts, applications, and compliance documents
- Teams using ElevenLabs AI for automated outbound call campaigns including lead follow-up and incomplete application reminders
- Developers building custom workflows with webhooks and the REST API to connect Pulse CRM with internal systems
How Integrations Work
Get up and running in minutes with a straightforward four-step process
Connect
Add your integration credentials in the Pulse CRM settings page. Native integrations connect in seconds with API keys or OAuth—no code required.
Configure
Choose which events to sync, set notification preferences, and map data fields between Pulse CRM and the connected service to match your workflow.
Automate
Pair integrations with the rules engine to trigger actions automatically—send Slack alerts on new leads, request e-signatures on approval, or sync transactions on settlement.
Monitor
Track integration health, sync status, and event logs from a centralized dashboard. Get notified immediately if a connection fails or data falls out of sync.
Integration Ecosystem
Native Integrations
For supported providers like Maverick, Authorize.Net, NMI, Slack, Google Ads, Documenso, Smarty, Sovos, and ElevenLabs, Pulse CRM offers zero-code setup. Enter your credentials, toggle the connection on, and data begins flowing immediately. Native integrations are maintained by our team and updated automatically when provider APIs change, so you never have to worry about broken connections or deprecated endpoints.
Each native integration includes pre-built event mappings, configurable sync intervals, and health monitoring out of the box. Your team can focus on using the data instead of plumbing it between systems.
Custom Integrations
For anything not natively supported, the Pulse CRM webhook system and REST API give you full control. Subscribe to any event in the platform—lead created, application status changed, merchant boarded, fraud alert triggered—and receive real-time HTTP callbacks to your own endpoints. The REST API provides full CRUD access to leads, merchants, applications, tickets, and more.
Whether you are connecting an internal ERP, syncing data to a business intelligence tool, or building a custom portal for your agents, the API and webhook system provide the building blocks to extend Pulse CRM in any direction your business needs.
Explore Related Features
Rules Engine
Pair integrations with conditional logic to trigger automated actions across your connected tools.
Payment Processing
Manage transactions, chargebacks, and deposits from connected gateways in a unified view.
Merchant Onboarding
Integrations power the onboarding pipeline from e-signatures to gateway boarding.
ISO CRM
The central platform where all integration data feeds into lead, merchant, and portfolio management.
Connect Your Entire Stack
Pulse CRM integrates with the tools you already use to create a connected, automated workflow for your entire ISO operation.
Ready to streamline your operations?
Join merchant services professionals who trust Pulse CRM to scale their business.