Integrations
    5 min read

    Connecting to HubSpot/Salesforce/Pipedrive

    Sync leads with your existing CRM

    CRM Integration Guide

    Connect SalesOS with your existing CRM for seamless data sync.

    Supported CRMs

  1. HubSpot
  2. Salesforce
  3. Pipedrive
  4. Zoho CRM (coming soon)

    5. Connecting HubSpot

  5. Go to Settings → Integrations
  6. Find HubSpot and click "Connect"
  7. Log in to your HubSpot account
  8. Authorize the connection
  9. Select sync settings

    10. Connecting Salesforce

  10. Navigate to Settings → Integrations
  11. Click "Connect" on Salesforce
  12. Enter your Salesforce credentials
  13. Grant API access
  14. Map fields between systems

    15. Connecting Pipedrive

  15. Go to Settings → Integrations
  16. Select Pipedrive
  17. Enter your Pipedrive API key
  18. Configure sync direction

    19. Sync Options

    OptionDescription
    Two-wayChanges sync both directions
    SalesOS → CRMPush to CRM only
    CRM → SalesOSPull from CRM only

    Field Mapping

  19. Map SalesOS fields to CRM fields
  20. Create custom field mappings
  21. Set default values for missing data

    22. Troubleshooting

  22. Check API permissions in your CRM
  23. Verify field mapping is correct
  24. Review sync logs in Settings

    25. Was this article helpful?

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    CRM
    hubspot
    salesforce
    pipedrive
    sync