What CRM integrations does Salestrail support, and how do they work?
Salestrail integrates with:
• Salesforce — logs calls as Tasks. Custom field mapping available.
• HubSpot — logs calls as activities matched to contacts, Accounts etc
• LeadSquared — automatically logs calls to contacts and any other field
• Zoho — logs calls to contacts, leads, Accounts
• Microsoft Dynamics — logs calls to contacts, leads, Accounts
• Custom CRMs — via Push API (webhook) or Pull API
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.