Integrations
Works alone. Plays well with others.
RootCue is a customer-action layer, not another CRM. Use it on its own, or connect it to the systems where your customers already live.
Available now
Spreadsheet import (CSV)
AvailableUpload customers from Excel or Google Sheets. RootCue suggests column mappings and you confirm them.
Webhooks (inbound events)
AvailableSend signed events — order placed, invoice due, lead created — and RootCue creates the right next action.
REST API & API keys
AvailableCreate customers and next actions from your own software with scoped API keys.
Generic REST connector
AvailablePoint RootCue at any JSON API that lists customers. It pulls changes on a schedule, with field mapping you control.
WordPress & WooCommerce plugin
AvailableSend new orders and contact-form leads to RootCue with a signed webhook. No changes to your WordPress database.
JavaScript SDK
AvailableA small typed client for Node.js and browsers to upsert customers and create next actions.
On the roadmap
Zoho CRM
PlannedTwo-way sync of contacts and follow-up tasks with field ownership rules.
HubSpot
PlannedContacts and tasks, with RootCue's next action written back as a task.
Salesforce
PlannedLeads, contacts and tasks for sales teams already on Salesforce.
MySQL / PostgreSQL bridge
PlannedA small agent you run next to your database, reading a view you define. Read-only by default.
WhatsApp Business Platform
PlannedOptional official template messages with opt-in, for businesses with high volume.
Our integration rules
- RootCue never changes another system's schema — no new tables or columns in your CRM or database.
- Every field has an owner. Fields your CRM owns are never overwritten by RootCue; you choose for shared ones.
- Duplicate and looping updates are detected and skipped, so two-way sync can't ping-pong.
- Suggested field mappings always need your confirmation before they're used.
- Credentials are encrypted at rest and never shown again after you save them.
Need something not listed? Tell us what you use.
Start remembering the next action
Free while we onboard early businesses. No card needed to start.