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
Popular guides
Connect Apollo
Search leads and move prospect data into workflows.
Connect HubSpot
Manage contacts, companies, and deals.
Connect Pipedrive
Work with pipelines and deal stages.
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.