IntegrationsCRM
CRM and Outreach
Push leads into the tool your team works pipeline in.
When a lead is worth pursuing, push it to your CRM or outreach tool. The contact, their company, the reason they surfaced, and the drafted opener go with them, so whoever picks it up has the context.
Where you can push
| Tool | Type | Guide |
|---|---|---|
| HubSpot | CRM | Set up |
| Pipedrive | CRM | Set up |
| Close | CRM | Set up |
| Zoho | CRM | Set up |
| Apollo, Lemlist, Instantly, Smartlead | Outreach | Connect from the Integrations screen |
How it works
- Connect the tool once from the Integrations screen.
- From any lead, push it to the connected destination. You can also push in bulk from the leads list.
- The lead status changes to Pushed so your team knows it is in the CRM now.
A lead can be pushed even when an email address has not been found. The profile, company, reason, and opener still transfer, and you can enrich the contact on your side.
Use one CRM destination per Product. Pushing the same Lead into two systems splits tracking and causes duplicate outreach.