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Integrations

Integrations That Make Your Tech Stack Smile

Tired of holding your tech stack together with duct tape and sticky notes? StoneShot works in lockstep with your CRM, automates blog emails, captures real-time preferences, syncs video data, and keeps the door open for API creativity.

No faff. No fluff. Just seamless integration.

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Integrations that make your tech stack smile
StoneShot in your CRM

Strengthen Collaboration

StoneShot in your CRM

Plug StoneShot directly into Salesforce or Microsoft Dynamics to sync contacts, leads, and accounts seamlessly. Give Sales on-brand email tools and actionable analytics right where they work, while ensuring every message stays on-brand. Close the gap between Sales and Marketing to drive smarter, more connected engagement.

StoneShot Inside Your CRM StoneShot Inside Your CRM

Tailored Intelligence for Every Investor

Personalized Insights, Minus the Manual Work

75% of professional investors say they receive irrelevant emails. With StoneShot’s Insights Automation, every client gets insights that match their interests—automatically. No more 16 lists for 4 topics. No duplicate sends. Just smart, dynamic content delivery that scales effortlessly.

Insights Automation Insights Automation
Personalized insights minus the manual work
Make every view count

Unlock the Full Potential of Your Video Content

Make Every View Count

Connect StoneShot with your corporate webinar and video hosting providers to deliver, track, and optimize your video content. Sync viewer data, measure engagement, and personalize follow-up, all from one platform. Turn video views into actionable insights and stronger client relationships.

Video Video

Create Your Own

Power Your Platform with StoneShot's API

StoneShot’s API lets you connect email, content, and fund document preferences directly into your website — and build external applications that extend your client experience. Seamlessly integrate StoneShot into your ecosystem and put your data to work, your way.

API API
Power your platform with StoneShot API

Users Voted StoneShot a Leader and High Performer on G2

We’re proud to be rated highly on G2 by customers who use StoneShot every day. Feedback from our customers has helped us build a platform that truly supports the way financial marketing teams work.

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  • Complimentary 30-day trial
  • Personalize content for higher engagement
  • Track performance and optimize future campaigns
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