Connect & map fields

Three steps, each done once: connect your CRM (HubSpot, Pipedrive, Zoho CRM, Salesforce or GoHighLevel) under Integrations → CRMs, map the fields (which lead detail fills which CRM field), then create an automation that pushes the leads that match your filter. Connecting alone sends nothing.

1. Integrations → CRMs → Connect on your CRM's card and sign in to it.
2. Configure opens the field mapping: a Contact Fields tab and a Company Fields tab. Each row pairs a CRM field with a lead field (or a fixed text). Test integration, then Save mapping.
3. Create an automation from the card: pick the source, filter and frequency, choose the owner, Save & activate.

Common questionsCopy Anchor Link

Does connecting my CRM send leads by itself? No. Connecting only gives us access. Leads are sent by an automation (Build an automation), or one at a time by hand from the lead's panel (Send contact / Send company).

What is field mapping? The list of which lead detail goes into which field of your CRM: for example the person's email into the CRM's email field, the company's industry into your "Industry" field, or a fixed text such as "Website visitor" into a "Source" field. Fields you switch off are not sent. The CRM field is named by its API name in your CRM.

Which fields can I map? The person (name, email, job title, phone, LinkedIn), the company (name, domain, description, industry, size, revenue, location, phone, LinkedIn), the visit (pages, first and last seen, ICP score) and the campaign that brought them. The same fields are listed as merge fields on the Slack page.

Why is Save mapping greyed out? Save mapping turns on once Test integration passes. The test writes a sample contact and company to your CRM, reads them back and deletes them. Any edit after the test asks you to test again. Save saves only the tab you are on, so test and save Contact Fields and Company Fields separately.

Can I send one lead to my CRM by hand? Yes. Open the lead and click Send contact or Send company next to the CRM's icon; once sent, the icon opens the record in your CRM. (GoHighLevel is pushed through automations or the API.)

Connecting showed "Integration Failed". What now? Your CRM did not grant access, usually because the sign-in window was closed or Deny was clicked, or because the CRM user isn't allowed to install apps. The page shows the CRM's own reason; Back to Integrations takes you back to try again, signed in as a CRM admin.

How do I disconnect a CRM? On its card under Integrations → CRMs, click Disconnect and confirm. Automations that push to that CRM stop until you connect it again; nothing is deleted in the CRM, and your field mapping is kept for when you reconnect.

Do CRM pushes run on a trial? Yes, on every plan. When the trial or credits run out, new leads stop; the automation keeps pushing the leads you have.

Every control on this screenCopy Anchor Link

Every button, field and switch, with what it does.