CRM & CMS integration

Your site, talking to everything else.

We create the code to make your website function seamlessly with a wide variety of CRMs, box office platforms, and other third party apps.

Custom code

Direct Connection Via API

If it has an API, we can connect to it.

We’ve coded solutions to connect our user’s UpStage powered websites to a variety of popular CRMs such as Salesforce. That work doesn’t stop with CRMs, we’ve connected client sites to a wide variety of email marketing platforms, ticketing providers, accounting apps, custom databases, transactional email platforms, and payment gateways.

It works in both directions. WordPress has a built-in API, and application passwords let your CRM or box office securely send data into your site, not just receive it.

And if you want the most comprehensive option available, UpStage CRM is our own ticketing and patron CRM platform. Learn more at upstagecrm.io.

Plain-language automation

AI Connectors

Your AI assistant can work with your website now.

AI assistants like Claude, ChatGPT, and Gemini connect to other platforms through MCP (Model Context Protocol) connectors. WordPress has an official MCP adapter, so your team can ask an assistant to work with your site’s content and your connected platforms in plain language.

For automations that run on their own, middleware services like Zapier, Make, and n8n connect and automate events between two or more platforms (e.g. your website, eCommerce platform, and CRM). Some WordPress plugins can even run those automations inside the site itself.

We set up and connect whichever option fits the job.

When there’s no API

Export/Import

Sometimes, direct connections aren’t an option.

Some CRMs don’t provide API connectivity or the amount of work needed is a negative return on investment for your organization.

In those cases, we focus on delivering options that help you reduce the amount of manual data entry work hours through the use of csv export/import data transfer.

And when an import needs to happen regularly, it can run on a schedule instead of by hand.

Share the upside

Ideas Into Revenue

We’re always looking for ways to help users convert their custom programming dollars into a product that generates income for you via our revenue share programs.

Odds Are, Your Needs Are Not That Different From Other Users

It isn’t uncommon for us to discover that one user’s custom programming needs produce a result that other users are equally interested in using.

In those cases, the final product might generate a new Add-on we can sell to other users. Traditionally, old-school provider business models would simply charge the same price to each new user, hoping no one talks so they can pocket the cash. That’s not the way UpStage does business.

Instead, we do everything we can to help users turn an expense into a new revenue stream through our revenue share programs.

In some cases, the end result is a standalone platform or app. In those instances, we are more than happy to work out an even better arrangement that produces an even greater revenue stream.