Integrations
CRM Integrations
OAuth connections, field mapping, manual push, scheduled sync, and sync logs for major CRMs.
Source
HubSpot, Salesforce, Zoho, Dynamics, nCino via Salesforce
Refresh
Manual or scheduled
Banker prompt
Prioritize first-touch outreach while the signal is fresh.
Demo Records
| CRM | Status | Last sync | Records pushed | Errors |
|---|---|---|---|---|
| HubSpot | Connected | Apr 28, 2026 06:15 | 42 | 0 |
| Salesforce | Available | Not connected | 0 | 0 |
Showing 2 of 2 demo records. Click any row to open a lead workspace.