Rocketlane Integrations

SuccessGuardian is a customer success platform designed to help businesses to enhance customer relationships and drive growth through AI-powered technology. It helps customer success teams to streamline workflows, track customer journeys, and automate engagement to reduce churn and increase customer satisfaction. Features of the Product: 1. Customer 360 View : Identify and tackle risks proactively, ensuring smooth customer success operations and greater customer satisfaction. 2. Customer Health Score : Identify at-risk accounts early by monitoring various customer health indicators, enabling proactive engagement and intervention to prevent churn or dissatisfaction. 3. Automated Playbooks : Eliminate repetitive tasks such as reviews, surveys, and renewals reminders, while maintaining a personalized touch. 4. Digital Success Room : Engage customers in goal setting and foster shared ownership, trust and loyalty. 5. AI Surveys : Implement the survey across all touchpoints

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Jira is the only project management tool you need to plan and track work across every team. Jira by Atlassian is the #1 software development tool for teams planning and building great products. Trusted by thousands of teams, Jira offers access to a wide range of tools for planning, tracking, and releasing world-class software, capturing and organizing issues, assigning work, and following team activity. It also integrates with leading developer tools for end-to-end traceability. From short projects, to large cross-functional programs, Jira helps break big ideas down into achievable steps. Organize work, create milestones, map dependencies and more. Link work to goals so everyone can see how their work contributes to company objectives and stay aligned to what’s important. Your next move, suggested by AI. Atlassian Intelligence takes your big ideas and automatically suggests the tasks to help get it done.

Connect your apps and automate workflows. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. Link your web apps with a few clicks, so they can share data. Pass info between your apps with workflows called Zaps. Build processes faster and get more done—no code required. Discover how Zapier makes automation accessible to everyone. Stick with the tools that work for you. Zapier connects more web apps than anyone, and we add new options every week. We integrate with apps such as Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, & many more! Our editor was made for do-it-yourself automation. Set up Zaps without developer help. Use Zapier’s built-in apps to create powerful workflows without using separate services. More than 3 million people rely on Zapier to take care of their tedious tasks. Zapier Agents allow businesses to automate real-world tasks by creating custom AI-powered teammates.

Give your business a boost with seamless integrations. Experience the limitless possibilities of CRM Stack automation with the unmatched power of AI at your fingertips. Seamlessly integrate a useful range of tools such as Salesforce, Slack, Hubspot, Shopify, and others without the need for tedious coding or technical know-how. Reduce errors and save time with the help of Konnectify’s continuously expanding pre-built connector library. While they are a leg up from manual integration, pre-built connectors are hardly the be-all end-all option. Gain complete control by creating custom workflows, develop new connectors using APIs, and map data fields between systems, all with an expert team on hand, ready to help. Transform your workflow, boost productivity, and take complete control of your processes with our robust feature set.

BotDojo is an enterprise-grade AI enablement platform that empowers organizations to design, deploy, monitor, and scale intelligent agents across chat, voice, email, and web channels using a low-code visual workflow builder, while integrating deeply with enterprise data sources and systems. It provides over 100 ready-made templates to accelerate common use-cases (such as support automation, knowledge search, sales insights, and internal ops), supports branching logic, memory, tool orchestration (code, RPA, web browse), and connects to CRMs, ticketing systems, and databases. BotDojo also delivers human-feedback loops and continuous agent learning by enabling employees to coach agents via feedback queues, codifying corrections into memory and prompts, and evaluating performance through robust observability (audit trails, metrics such as deflection, first-contact resolution, and cost per interaction).

Boomerang is an AI-powered platform designed to enhance revenue growth by leveraging existing customer relationships. It identifies your biggest customer advocates, monitors them for high-value triggers like job changes, new onboarding completions, and renewals, and automatically follows up with them to book meetings or get warm introductions to target buyers. The platform offers features such as contact tracking, account tracking, discovery of meeting contacts, champion referrals, automatic organization charts, and CRM data quality management. Boomerang integrates with your CRM and other sales tools, ensuring data safety and integrity. Compared to competitors, Boomerang outperforms Usergems by 10–20% in pipeline conversion, delivers six times more pipeline than LinkedIn Sales Navigator, and tracks job changes 85% faster than ZoomInfo. Clients have reported significant success, with some booking meetings within 30 minutes of onboarding and sourcing a substantial new pipeline.