CRM Integration Dashboard

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CRM Integrations

Configure and manage your CRM platform connections

Setup Instructions

Salesforce Setup

  1. Create a Connected App in Salesforce Setup
  2. Enable OAuth 2.0 and specify the callback URL
  3. Note down the Consumer Key and Consumer Secret
  4. Generate a Security Token from your user settings

HubSpot Setup

  1. Create a Private App in HubSpot
  2. Configure the required scopes (crm.objects.contacts.write)
  3. Generate an access token
  4. Copy the access token to your configuration

Pipedrive Setup

  1. Go to Company Settings > API in Pipedrive
  2. Generate a new API token
  3. Note down your company domain
  4. Configure the integration with your credentials