CRM Integrations

Learn how to connect HubSpot, Salesforce, Zapier, and the messaging providers (Gmail, Slack, Microsoft Teams, Outlook, Make) directly from Settings → Integrations inside the CRM.

What lives on this page?

  • ⚡ Quick cards for each integration with Connect / Disconnect / Test / Sync actions.
  • 🪄 Modal dialogs for manual sync, log history, and sync configuration.
  • 📊 Status badges indicating Connected, Not Connected, Token Expired, or Syncing.
  • 📥 Real-time statistics (total synced, successful, failed) when HubSpot or Salesforce is the active integration.

HubSpot

Sync contacts, deals, and tickets. Includes full/partial sync, configuration dialog, statistics, and log viewer.

Salesforce

Sync contacts and cases. Same experience as HubSpot with testing, manual sync, logs, and statistics.

Zapier

Connect once to trigger 1,000+ automations. Includes Connect, Disconnect, and Test buttons plus real-time status.

Messaging Connectors

OAuth flows for Gmail, Slack, Microsoft Teams, Outlook Calendar, and Make (Integromat). Perfect for context sharing.

Working with the action buttons

  • Connect launches the vendor’s OAuth screen and returns to the CRM afterwards.
  • Disconnect prompts for confirmation and revokes the token immediately.
  • Test runs a health check and displays the result as a toast + status badge update.
  • Sync Now opens the manual sync modal. Choose entities (Contacts, Tickets), full vs. bulk, filters, and direction.
  • View Logs opens the log modal with filters, payload preview, and refresh controls.

Provider-specific notes

HubSpot

  • Needs Contacts + Tickets scopes.
  • Supports both Full Sync (all entities) and targeted sync.
  • Configuration dialog lets you pick entities + direction + frequency.

Salesforce

  • Requires Connected App with API + refresh token permissions.
  • Sync dialog mirrors HubSpot but focuses on Contacts / Cases.
  • Log viewer shows Salesforce IDs for easy cross-checking.

Gmail

  • OAuth opens Google consent screen and grants read/send scope.
  • Perfect for syncing email transcripts into CRM records.
  • Use Disconnect to revoke access instantly.

Slack

  • Connect to share conversations, slash commands, and notifications.
  • Once connected, each workspace shows as “Connected”.
  • Disconnect removes the bot + slash commands from the workspace.

Microsoft Teams

  • Supports adaptive cards and message posting.
  • Uses Microsoft Identity Platform for OAuth.
  • Disconnect removes the Teams app registration.

Outlook Calendar

  • Sync meetings and availability from Outlook.
  • Requires delegated calendar scopes during OAuth.
  • Ideal for booking follow-up calls from the CRM.

Make (Integromat)

  • Connect with Make scenarios for advanced automation.
  • Status badge lets you know when the token expires.
  • Disconnect to stop scenario execution immediately.

Tips & troubleshooting

  • Token expired? Status badge turns red. Simply click Connect again to re-authorize.
  • No results in logs? Use the refresh button inside the log modal or ensure you selected the correct integration.
  • Need to audit syncs? Use the statistics cards (Total, Successful, Failed) while the integration is active.
  • Not seeing the new cards? Verify you’re on the latest CRM release and refresh the browser cached assets.