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What CRM integrations does Salestrail support, and how do they work?

Salestrail integrates with the following CRM platforms:

  • Salesforce – Logs calls as Tasks, with support for custom field mapping.
  • HubSpot – Logs calls as activities and matches them with contacts, companies, and other relevant records.
  • LeadSquared – Automatically logs calls and associates them with contacts and other relevant records.
  • Zoho CRM – Logs calls and matches them with Contacts, Leads, and Accounts.
  • Microsoft Dynamics 365 – Logs calls and matches them with Contacts, Leads, and Accounts.
  • GoHighLevel 
  • Custom CRMs – Integration is available through the Push API (webhook) or Pull API.

Coming soon: Odoo, Freshsales, Pipedrive, and Bitrix24.

Sync speed: Salestrail syncs almost instantly, usually within about a minute.

Field mapping: all field mapping is customizable. Contact support@liid.com with your specific requirements.

Logging under a deal: by default Salestrail logs under leads, contacts, and accounts. Logging under a specific deal requires customization — contact support@liid.com.