CRM connectors

CRM connectors pull contact records, deal pipelines, and activity history into your workspace so you can build dashboards and reports on top of your sales data without writing custom code.

Supported CRM systems

• Salesforce
• HubSpot
• Pipedrive
• Zoho CRM
• Microsoft Dynamics 365

Setup steps

1. Connect your CRM

   Go to Integrations → Catalog → CRM, select your system, and click Connect. Authenticate using OAuth 2.0 (most systems) or an API key (Pipedrive and some Zoho configurations).

2. Select objects to sync

   Choose which CRM objects to import: Contacts, Companies, Deals, Activities, or custom objects. Only selected objects count against your record limits.

3. Configure field mapping

   Map CRM fields to the platform’s data model. Standard fields (name, email, stage, close date) are mapped automatically. Custom CRM fields can be mapped manually from the field mapping editor.

4. Run the initial sync

   Click Start sync. The first sync imports all historical records and may take several minutes for large datasets. Subsequent syncs are incremental.

Field mapping

The field mapping editor shows all available fields from your CRM on the left and platform destination fields on the right. Drag a CRM field to the corresponding destination field to create a mapping.

Unmapped fields are not synced. You can return to the mapping editor at any time to add or remove mappings—changes take effect on the next sync.

Sync intervals

Interval	Use case
Real-time (webhook-based)	Available for Salesforce and HubSpot. Changes in the CRM trigger an immediate sync event.
Every 15 minutes	Good for active sales teams who need near-current data.
Hourly	Suitable for most reporting use cases.
Daily	Best for stable datasets or low-priority syncs.