Integrations

Unlock a new level of productivity with eWay-CRM’s integration in Microsoft Teams! This video shows you how you can now work directly with eWay-CRM inside Teams, making it easier to manage tasks, contacts, and projects—all in one place.

Learn How to Analyze eWay-CRM Data in Power BI. In this video, we’ll show you one of the many ways to integrate Power BI with eWay-CRM, using a practical example. The main focus is on teaching you how to navigate the eWay-CRM database, connect tables correctly, and understand the principles needed to build your own reports.

In this step-by-step tutorial, you’ll learn how to build a detailed revenue report for a specific company in Power BI and pin it directly to eWay-CRM for quick access.

Do you use SharePoint for managing documents? With eWay-CRM, you can elevate your document management to the next level. In this video, we’ll demonstrate how the eWay-CRM and SharePoint integration works.

In this tutorial, we’ll show you how to connect eWay-CRM with Microsoft Power Automate to streamline your daily workflows – without writing a single line of code. Whether you’re looking to automate lead collection, meeting tracking, or email capture, this video gives you a practical starting point for building powerful integrations.

Want to keep your marketing contacts always up to date? In this video, we’ll show you how to integrate eWay‑CRM with Mailchimp and streamline your email marketing with automatic contact synchronization.

Do you want to easily generate a document directly from eWay-CRM, send it to your client for a signature and then save it back? Try to integrate eWay-CRM with Adobe Sign!