Connect Your CRM

Connecting your CRM with Salescaling allows you to enrich your conversations with customer context and centralize information, ensuring that the interaction history is always complete.

1. How to Connect Your CRM?

The process is designed to be quick and secure:

1. Go to Settings > Integrations.
2. Find the CRM section and locate the one your organization uses (e.g., Hubspot, Salesforce, Zoho, Membrain, Pipedrive).
3. Click the Connect button.
4. You will be redirected to your CRM's login page to enter your credentials and authorize Salescaling to access your data.

Once authorized, the connection will be active.

2. Main Benefit: Automatic Associations

The main benefit of this integration is to enhance the Associations functionality within your meetings. By connecting your CRM, Salescaling can automatically identify participants and link the recording to their corresponding contact, company, and/or deal records in your CRM.

This allows you to have complete traceability of all conversations related to a customer or sales opportunity.

Frequently Asked Questions (FAQ)

Do I need to be an administrator of my CRM (e.g., Hubspot) to connect the integration?

Yes, you generally need administrator permissions in your Hubspot account to authorize the connection of third-party applications like Salescaling.

Which CRMs are compatible with Salescaling?

Currently, Salescaling integrates with Hubspot, Salesforce, Zoho, Membrain, and Pipedrive. You can see the updated list in Settings > Integrations.

Why isn't a meeting participant "associating" correctly with a contact in my CRM?

The most common cause is that the email address the participant used in the meeting invitation does not exactly match the email address registered in their contact record in the CRM. To ensure correct association, verify that both email addresses are identical.