Connect & map fields
Connect HubSpot, Pipedrive, Zoho or Salesforce and send matching leads with the fields you map.
Connect your CRM once under Integrations → CRMs, map the fields, then let an automation push the leads that match.
Try it on the real dashboardDemo account · sample data · nothing you do here is saved or charged
- Integrations → CRMs → Connect.
- Map the fields you want filled.
- Create an automation that pushes matching leads.
Every control on this screen
Every button, field and switch, with what it does.
Integrations › CRMs · 28 controlsNeeds: integrations
| HubSpot card | Shows information | |
| Connect HubSpot | Button · changes your account | Full-page OAuth redirect; the guide ends here and the customer comes back on /integration-connected. |
| HubSpot connected badge | Shows information | HubSpot is already connected. |
| Disconnect HubSpot | Opens a panel or page | Acts on one click, no confirm. |
| Create a hubspot automation | Shows information | Opens the automation builder with this integration picked. |
| Pipedrive card | Shows information | |
| Connect Pipedrive | Button · changes your account | Full-page OAuth redirect; the guide ends here and the customer comes back on /integration-connected. |
| Pipedrive connected badge | Shows information | Pipedrive is already connected. |
| Disconnect Pipedrive | Opens a panel or page | Acts on one click, no confirm. |
| Create a pipedrive automation | Shows information | Opens the automation builder with this integration picked. |
| Zoho card | Shows information | |
| Connect Zoho | Button · changes your account | Full-page OAuth redirect; the guide ends here and the customer comes back on /integration-connected. |
| Zoho connected badge | Shows information | Zoho is already connected. |
| Disconnect Zoho | Opens a panel or page | Acts on one click, no confirm. |
| Create a zoho automation | Shows information | Opens the automation builder with this integration picked. |
| Salesforce card | Shows information | |
| Connect Salesforce | Button · changes your account | Full-page OAuth redirect; the guide ends here and the customer comes back on /integration-connected. |
| Salesforce connected badge | Shows information | Salesforce is already connected. |
| Disconnect Salesforce | Opens a panel or page | Acts on one click, no confirm. |
| Create a salesforce automation | Shows information | Opens the automation builder with this integration picked. |
| GoHighLevel card | Shows information | |
| Connect GoHighLevel | Button · changes your account | Full-page OAuth redirect; the guide ends here and the customer comes back on /integration-connected. |
| GoHighLevel connected badge | Shows information | GoHighLevel is already connected. |
| Disconnect GoHighLevel | Opens a panel or page | Acts on one click, no confirm. |
| Create a gohighlevel automation | Shows information | Opens the automation builder with this integration picked. |
| Configure (CRM field mapping) | Shows information | On the connected CRM card; with several CRMs connected it points at the first one. |
| Upgrade to use | Opens a panel or page | Shown instead of Connect on Churn / REFUNDED LTD / Failed Payments. |
| Go to <your website> (link was for another account) | Shows information |
CRM Field Mapping · 12 controlsNeeds: integrations
| Field mapping window | Shows information | |
| Contact Fields tab | Shows information | |
| Company Fields tab | Shows information | Save mapping saves only the tab you are on. |
| Field on/off | Switch | |
| CRM Field ID | Text box | Must be the CRM's API name of the field. |
| Source (Variable / Static text) | Button | |
| Value: pick a variable | Button | |
| Value: static text | Text box | |
| Remove field (×) | Opens a panel or page | |
| + Add field | Button | |
| Test integration | Button · changes your account | Writes a sample contact + company to their CRM, reads it back and cleans up. Any edit resets the test. |
| Save mapping | Button · changes your account | Disabled until Test integration passes. |
Integration connected (OAuth return) · 2 controls
| Connecting… (redirects by itself) | Shows information | Never start a guide here. |
| Go Back (connection failed) | Shows information |