Connect your CRM
Keep your pipeline in one place by forwarding leads captured on your cards straight into your CRM.
6 min read · Intermediate
- 1
Open integrations
Go to Settings, then Integrations. Choose HubSpot, Salesforce or Pipedrive.
The integrations settings page. - 2
Add your credentials
Paste your API token (and instance URL where required). The connection is tested before it is saved, and the token is stored masked.
Entering and testing the CRM credentials. - 3
Confirm leads sync
New captured leads are forwarded as contacts, best-effort, with a per-connection sync status you can check.
The connection showing a healthy sync status.