Which CRMs are supported?

Salesforce, HubSpot, and Pipedrive are fully supported with bi-directional sync. Each connection supports contacts, deals, activities, and custom objects or properties.

Will this overwrite my existing CRM data?

No. The sync uses conflict resolution rules that you configure. By default, it only adds new data and updates empty fields. You control which direction takes priority for each field.

How quickly do changes sync?

Changes sync in real time with sub-second latency for Salesforce and HubSpot. Pipedrive syncs within seconds. All connections include retry handling for reliability.

How to Automate Your CRM with AI

Stop wasting time on manual CRM updates. This guide shows you how to connect your CRM to AI-powered automation that logs meetings, updates deals, and enriches contacts — all without lifting a finger anymore.

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1
Connect your CRM
Navigate to your settings and connect your Salesforce, HubSpot, or Pipedrive account. The connection establishes a bi-directional sync between your CRM and AI tools in under two minutes.
2
Configure field mapping
Map your CRM fields to the AI platform's data model. Standard fields are pre-mapped, and you can add custom field mappings for your unique Salesforce objects or HubSpot properties.
3
Enable automatic activity logging
Turn on automatic logging so every meeting, call, and email is recorded in your CRM without manual entry. AI-generated summaries are attached to the correct contact and opportunity records.
4
Set up deal stage automation
Configure rules that automatically update deal stages based on meeting outcomes and AI analysis. When a discovery call reveals strong qualification, the deal advances automatically.
5
Monitor sync health
Use the sync dashboard to monitor data flow between your CRM and AI tools. Check for sync errors, review field mapping accuracy, and ensure all activities are being captured correctly.