EN
CRM & Sales

Empower CRM Sales with Email and Messaging API

Link your users' LinkedIn, WhatsApp, email and calendar accounts to your CRM, so every sales conversation lives on the contact record.
7-day free trial, no credit card.
Your CRM
WhatsApp Gmail Google Calendar
4 accounts linked
SBSarah Brown
Contacts128
Deals24
Activity
MOMichel Opra
Michel OpraProposal
SRSofia Rivera
Sofia RiveraInterested
WhatsApp
DMDaniel Martinez
Daniel MartinezReplied
Outlook
EGElena Garcia
Elena GarciaClosed won
Gmail
GLGabriel Lopez
Gabriel LopezInterested
VHVictor Harris
Victor HarrisProposal
WhatsApp
MOMichel Opra
Michel OpraHead of Operations, NexaTech
Proposal
LinkedIn · 07:12 PMNew
Sounds promising. Can you send over the details?
Gmail
Gmail · 07:20 PMOpened
Proposal for NexaTech sent
nexatech-proposal.pdf
Google Calendar
Google Calendar · Thu 10:00 AMBooked
Demo call with Michel, 30 min
Reply to Michel via LinkedIn
Webhookmessage_received
Pipeline

Pipeline Power: Email, Messaging and Calendar in Your CRM

Enable your users to accelerate their sales processes with Conversation Notifications, ensuring prompt follow-ups and enhancing lead prioritization for improved conversion rates directly from their CRM dashboard.

New reply from Michel Opra NexaTech moved to Contacted
Just now
Your CRM
Contacts128
Opportunities11
Deals24
To contact3
OOrbix$18k
RFRobert FoxRobert FoxGmail
AAcme$9k
ARAnna RossiAnna RossiOutlook
GGalileo$31k
LMLucas MeyerLucas Meyer
Contacted3
NNexaTech$42k
New reply
MOMichel OpraMichel OpraWhatsAppGmail
SSynthex$15k
SRSofia RiveraSofia RiveraWhatsApp
FFeatDev$7k
JCJulia ChenJulia ChenGmail
Proposal3
QQuark$26k
DMDaniel MartinezDaniel MartinezOutlookOutlook Calendar
ZZephyr$12k
VHVictor HarrisVictor HarrisWhatsAppGoogle Calendar
VVortex$20k
GLGabriel LopezGabriel Lopez
Closed won2
EElevate$38k
EGElena GarciaElena GarciaGmailGoogle Calendar
NNova$11k
NDNatalia DiazNatalia DiazWhatsApp
Messaging, email, calendar

Enhance Your Users' Sales Process by Integrating Multiple APIs

One integration brings messaging, email and calendar together, so your users answer fast and book the meeting in the same place.

Your App
MYMery Yard
Mery YardInstagramGmail
LinkedIn InstagramInstagram GmailGmail
MeMonday, 17:09 Thanks for the demo, Mery. Here is the pricing for 40 seats.
MYMery YardMery YardMonday, 19:12 Looks good. Can we meet on Thursday to finalize it?
Propose Thursday, 10:00
Reply to Mery via LinkedIn
Your App
Thursday3 events, 2 calendars
Google CalendarOutlook Calendar
09:00
Pipeline reviewGoogle Calendar
Internal, 30 min
10:00
Contract review with Mery YardBooked
MYMery YardInvitation sent from the conversation
14:00
Demo with Oscar WardOutlook Calendar
Video call, 45 min
Free
11:3015:3016:30

Live Engagement: Boosting Conversion Rates

Integrate email, messaging, and calendar events for instant lead engagement, reducing response time and maximizing conversion potential.

Centralized Conversations and Scheduling

Enable your users to personalize every exchange and build stronger relationships by managing messaging and calendar events from a unified interface. Access scheduled events, consult agendas, and coordinate meetings without leaving your application.
LinkedIn API

Boost Your CRM's CSAT with LinkedIn API Features

Search, profile data, invitations and InMails run from your CRM, on behalf of each authenticated user and from their own LinkedIn account.

LinkedIn Search Integration

Let your users run LinkedIn and Sales Navigator searches from your CRM software and save the results as detailed contact profiles, for sales prospecting and contact management within your system.

LinkedIn Data Retrieval

Integrate LinkedIn data, enriching contact profiles with up to 50 distinct data fields for more targeted interactions.

LinkedIn Invitations

Extend professional circles by enabling LinkedIn invite functionality within your software.

LinkedIn InMails

Enable integration for sending targeted LinkedIn InMails within your CRM system, and track every reply from the contact record.
Sales Navigator search87 results
Title VP SalesRegion North AmericaIndustry Financial servicesSize 501 to 1,000
RFRobert FoxRobert FoxVP Sales, OrbixSaved to CRM
ARAnna RossiAnna RossiVP Sales EMEA, AcmeSave to CRM
LMLucas MeyerLucas MeyerHead of Sales, GalileoSave to CRM
POST/v2/{account_id}/linkedin/sales-navigator/search/people
Contact recordSynced from LinkedIn
MOMichel OpraMichel OpraHead of Operations at NexaTech
CompanyNexaTech LocationAustin, Texas IndustrySoftware development Connections500+ EmailIf shared by the contact Experience3 positions
GET/v2/{account_id}/users/{user_id}
Send an invitationFrom Sarah Brown
SRSofia RiveraSofia RiveraRevenue Operations Lead, Synthex
Hi Sofia, great talking at the RevOps meetup yesterday. Happy to stay in touch here.
Personal note, 84 of 300 charactersSend invitation
SRSofia RiveraSofia RiveraPending
DMDaniel MartinezDaniel MartinezAccepted
POST/v2/{account_id}/users/me/relation-requests
New InMail38 credits left
ToElena Garcia, CFO at Elevate
SubjectYour Q4 pipeline review
Hi Elena, I saw that Elevate is opening two new sales regions. We help finance teams keep one view of every deal. Open to a short call next week?
Reply tracked on the contact recordSend InMail
POST/v2/{account_id}/chats/send

Unipile is an independent technical intermediary, not affiliated with, endorsed by, or sponsored by LinkedIn. Each action runs from the authenticated user's own account.

Learn about LinkedIn API
Multichannel

Innovative Outreach Strategies Using Multi Channels

Email for the detailed follow-up, WhatsApp for the quick answer, LinkedIn for the video pitch: your users pick the right channel for each contact, from one screen.

MOMichel Opra
Michel OpraGmailWhatsApp
GmailGmail09:14DeliveredOpened
Follow-up: pricing and next steps Hi Michel, as promised, the detailed proposal for NexaTech is attached. Happy to walk you through it.
WhatsAppWhatsApp, 11:02 Sure, 10:00 works. Sending the invite now. Sent from Sarah's WhatsApp, 11:04

Email and messaging, one conversation

Your users can combine email, with providers like Gmail for detailed follow-ups, and messaging services such as WhatsApp for instant, conversational exchanges. Every message lands on the same contact record, whatever the channel.

Opens and replies tracked on each email Messages sent from each user's own account
NDNatalia Diaz
Natalia DiazGmail
Sent on LinkedIn, 16:20
Sarah Brown recording a personalized video demo Demo for NovaSarah Brown, Account Executive 0:48
Recorded by Sarah, it plays right inside the conversation. NDNatalia DiazNatalia Diaz, 16:41

Personalize every pitch

Let your users embed videos directly into LinkedIn messages. Perfect for sales teams to send personalized demos or onboarding videos, with no platform switching and no friction: the video plays right in the conversation.

Automation

Increase your User's Sales with Automated Conversations and Efficient Management

Multi-step sequences start the conversation, and every reply comes back to one inbox inside your CRM.

Fast-Track Connections with Potential Customers

Let your users design multi-step sequences that combine messaging and email, with a delay between each step. Every step is sent from the user's own account, and your app can stop the sequence as soon as the contact replies.

LinkedIn, email and WhatsApp steps in one flow Replies detected in real time through webhooks
New sequence
Active
Start sequence
LinkedIn invitationRight away
LinkedIn messageAfter 2 days
Email follow-upAfter 3 days
WhatsApp reminderAfter 5 days
Add a step
Send a message
Send an InMail
Comment on a post
GmailSend an email
OutlookSend an email
WhatsAppSend a message

All Conversations in Your CRM Dashboard

Consolidate all client interactions, from emails to messaging app conversations, directly into your CRM dashboard, simplifying conversation management and empowering your users to maintain comprehensive customer engagement records.

Your CRM, Inbox
3 unread
All24 9 WhatsApp6 Gmail5 Outlook4
MOMichel OpraMichel Opra2 minSounds promising. Can you send over the details?
SRSofia RiveraWhatsAppSofia Rivera18 minPerfect, see you on Thursday.
DMDaniel MartinezOutlookDaniel Martinez1 hRe: Proposal for Quark, signed copy attached
EGElena GarciaGmailElena GarciaYesterdayThanks, forwarding to our finance team.
VHVictor HarrisWhatsAppVictor HarrisYesterdayI will review it, thanks.
Get started

How to Get Started with the Unipile API

Three steps take you from an API key to live accounts in your CRM.

1

Connect to Unipile Dashboard

Create your app in the Unipile Dashboard and generate your API key.

2

Let your users authenticate

Gmail, Outlook, LinkedIn, WhatsApp and more, through a hosted login you open with POST /v2/auth/link

3

Track linked accounts in real time

Accounts appear in your dashboard as soon as they are linked, with their status.

Secure OAuth or credential-based login Supports multiple providers per user
Unipile/ Acme / Sales CRM
Accounts Webhooks API keys Settings
AccountsLink account
4 operational1 to reconnect
AccountIDStatus
Sarah Brownacc_7Hq2LmOperational
WhatsAppSarah Brownacc_3Kd9WpOperational
GmailSarah Brownacc_9Tx4RbOperational
OutlookTom Kelleracc_5Nv1QeOperational
Google CalendarTom Kelleracc_2Gy8ZcReconnect
6000+ Companies Innovating with Unipile
Trusted by industry leaders
1 API
Streamline operations for all major communication channels
2 Days
Achieve live integration quickly with minimal setup
30%
Reduction in maintenance efforts and resources

Built-In Security and Compliance

Enterprise-grade protection for your data and workflows Learn more about our security
SOC 2 Type II
SOC 2 Type II
Certified
Independently audited security controls ensuring data protection and operational integrity.
GDPR
GDPR
Compliant
Full compliance with European data protection regulations for user privacy.
99.9%
Platform Uptime over the last 24 months
24/7
Global Support with high-performance API

CRM Sales API FAQ

Answers for product teams adding messaging, email and calendar to their CRM.

By integrating Unipile's API into your CRM system, you directly enhance your users' productivity. Their email and messaging conversations sync into the CRM automatically, so they spend more time on high-value sales activities and less on manual email management. This improves their efficiency and their overall sales performance.

Yes. Read the documentation and create an account to start integrating Unipile's messaging or email APIs into your CRM system. If you have a question, contact us or join our community on Slack for help and support.

Unipile's API adds communication capabilities to a CRM and makes it more efficient to run. For concrete examples of how software publishers use it to improve customer engagement and sales outcomes, read the CRM use case.

Nine providers: LinkedIn, WhatsApp, Instagram and Telegram for messaging, Gmail, Outlook and IMAP for email, and Google Calendar and Outlook Calendar for calendars. One API and one authentication flow cover all of them.

Yes. Unipile is an independent technical intermediary, not affiliated with, endorsed by, or sponsored by LinkedIn. Every action runs from the authenticated user's own account, once they have linked it. Unipile keeps no independent database of LinkedIn profiles, and the pace of messages and invitations remains the customer's responsibility, within the limits LinkedIn sets.

Most teams go live in about two days. Create an app, generate an API key, open the hosted login for your users, then call the endpoints and subscribe to webhooks for new messages and emails. The 7-day free trial lets you test with real accounts, no credit card required.

Still have questions? Our team is here to help.

Talk to an expert