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Help Center/Connecting your CRM

Connecting your CRM

HubSpot, Pipedrive, and Salesforce setup and field mapping.

Connecting your CRMOverview: HubSpot, Pipedrive, or Salesforce, one at a time, OAuth-based.
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HubSpot setupConnect your HubSpot account.
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Pipedrive setupConnect your Pipedrive account.
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Salesforce setupConnect your Salesforce account.
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Switching CRMsWhy connecting a new CRM locks out the previous one.
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CRM field mappingMatch Salescheck.io fields to your CRM's fields.
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Where scores show up for repsWhat a rep sees on a CRM record.
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