Integrations
5 min read

Connecting to HubSpot/Salesforce/Pipedrive

Sync leads with your existing CRM

CRM Integration Guide

Connect OutReign with your existing CRM for seamless data sync.

Supported CRMs

  • HubSpot
  • Salesforce
  • Pipedrive
  • Zoho CRM (coming soon)
  • Connecting HubSpot

  • Go to Settings → Integrations
  • Find HubSpot and click "Connect"
  • Log in to your HubSpot account
  • Authorize the connection
  • Select sync settings
  • Connecting Salesforce

  • Navigate to Settings → Integrations
  • Click "Connect" on Salesforce
  • Enter your Salesforce credentials
  • Grant API access
  • Map fields between systems
  • Connecting Pipedrive

  • Go to Settings → Integrations
  • Select Pipedrive
  • Enter your Pipedrive API key
  • Configure sync direction
  • Sync Options

    OptionDescription
    Two-wayChanges sync both directions
    OutReign → CRMPush to CRM only
    CRM → OutReignPull from CRM only

    Field Mapping

  • Map OutReign fields to CRM fields
  • Create custom field mappings
  • Set default values for missing data
  • Troubleshooting

  • Check API permissions in your CRM
  • Verify field mapping is correct
  • Review sync logs in Settings
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