Connect HubSpot, Salesforce or Odoo
Find Integrations, see what each CRM connection syncs, and where a HubSpot private-app token goes.
On a computer, open CRM and click Integrations in the line at the top. The built-in CRM is always on. HubSpot: Connect OAuth, or Private token to paste a private app's access token. Salesforce: OAuth or user name. Odoo: Connect Odoo with its address, database, user name and API key.
In this video
Step by step
- 1
On a computer, the way into Integrations is the link in the CRM page's intro.
- 2
The built-in CRM is always on: contacts, companies, deals and call activity.
- 3
HubSpot pulls contacts in and pushes your calls out. Connect OAuth signs in with HubSpot.
- 4
Private token shows where to make a HubSpot private app, and a box for its access token.
- 5
Save token would connect it. We stop here.
- 6
Salesforce syncs contacts, and logs your calls as tasks.
- 7
Odoo connects with its address, database, user name and API key.
- 8
Google Workspace and Microsoft 365 bring your team's contacts into the CRM, once we switch them on for you.
- 9
Zapier and your own software use API keys and webhooks, under Settings, Developer.
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