CRM & Sales
CRM and sales integrations for leads, accounts, deals, and customer workflows
Connect your CRM and sales tools so your agent can manage leads, update deals, and keep your pipeline moving.
Common apps in this category
- Apollo
- HubSpot
- Salesforce
- Pipedrive
- Dynamics 365
Typical tasks
- Researching leads
- Creating or updating contacts
- Moving deals through pipelines
- Syncing notes from email or calls
- Preparing account context for outbound work
Learn more about these apps
Connect HubSpot
Manage contacts, companies, and deals.
Connect Salesforce
Update CRM records and account data.
CRM integrations are sensitive to account permissions and field mappings. If a tool call fails, check Usage first and then reconnect the provider if needed.