CRM Integration

​

Overview

​

Supported CRMs

• HubSpot: Contacts, Companies, Deals
• Salesforce: Leads, Contacts, Accounts

​

What Gets Synced

​

Contact Information

• Name: First and last name
• Email: Business email address
• Phone: If provided during booking
• Job Title: From AI enrichment
• LinkedIn URL: From AI enrichment

​

Company Information

• Company Name: From AI enrichment
• Website: Company URL from AI enrichment
• Industry: Business sector
• Employee Count: Company size
• Location: Company headquarters

​

Meeting Details

• Meeting Title: Booking link name
• Meeting Time: Scheduled date/time
• Meeting Duration: Length of meeting
• Host Name: Who they’re meeting with
• Booking Status: Confirmed, Rescheduled, or Cancelled

​

Custom Fields

• Invitee Questions: Any custom questions answered during booking
• UTM Parameters: If visitor came from a campaign
• Referral Source: How they found your booking link

​

Connecting Your CRM

​

HubSpot

1. Navigate to Integrations
2. Find HubSpot and click Connect
3. Log into your HubSpot account
4. Authorize access to:

• Contacts
• Companies
• Deals (optional)

1. Click Allow
2. Choose sync settings:

• Create New Contacts: On
• Update Existing Contacts: On
• Create Companies: On

1. Click Save

​

Salesforce

1. Navigate to Integrations
2. Find Salesforce and click Connect
3. Log into your Salesforce account
4. Authorize access to:

• Leads
• Contacts
• Accounts

1. Click Allow
2. Choose sync settings:

• Create New Leads: On
• Update Existing Records: On
• Create Accounts: On

1. Click Save

​

How Syncing Works

​

Timing

1. Immediate: Booking created in your CRM within 60 seconds
2. Enrichment: AI enrichment completes within 2-3 minutes
3. Update: CRM record updated with enriched data
4. Confirmation: Email sent to you confirming sync

​

Duplicate Prevention

• If exists: Updates the existing record with new booking info
• If new: Creates a new contact/lead Company Matching: For company records:
• Matches by website domain first
• Falls back to company name matching
• Creates new company if no match found

​

Sync Behavior

• Creates Contact with enriched data
• Creates/links Company
• Optionally creates Deal for the meeting
• Adds booking as Activity Salesforce:
• Creates Lead with enriched data
• Creates/links Account
• Adds Task for the scheduled meeting
• Can auto-convert Lead to Contact (optional)

​

Field Mapping

​

Default Mappings

Booking Field       → CRM Field
──────────────────────────────────
First Name          → First Name
Last Name           → Last Name
Email               → Email
Phone               → Phone
Job Title           → Job Title / Title
LinkedIn URL        → LinkedIn URL / Web
Company Name        → Company / Account Name

Enriched Field      → CRM Field
──────────────────────────────────
Company Name        → Name
Website             → Website / Domain
Industry            → Industry
Employee Count      → Number of Employees
Location            → City / State

​

Custom Field Mapping

1. Go to Integrations > CRM Settings
2. Click Custom Field Mapping
3. Select a booking link
4. For each invitee question:

• Choose the CRM field to map to
• Save mapping Example:

Question: "What's your budget range?"
Maps to: HubSpot Custom Property "Budget"

Visitor answers: "$10k-$25k"
HubSpot Contact gets: Budget = "$10k-$25k"

​

Advanced Features

​

Deal/Opportunity Creation (HubSpot)

1. Go to Integrations > HubSpot Settings
2. Enable Auto-Create Deals
3. Configure:

• Pipeline: Which pipeline to use
• Stage: Initial deal stage
• Deal Name: Template (e.g., “Meeting with {Company Name}”)
• Deal Amount: Optional (can be dynamic)

1. Save

​

Lead Conversion (Salesforce)

1. Go to Integrations > Salesforce Settings
2. Enable Auto-Convert Leads
3. Configure:

• Conversion Criteria: (e.g., “After booking confirmed”)
• Account Creation: Create new Account if not exists
• Opportunity Creation: Optional

1. Save

​

Learn More

• Expertise Booking - Main overview
• Getting Started with Booking - Set up your first booking link
• AI Enrichment & Prospect Research - Maximize CRM data quality with auto-enrichment
• Round Robin Team Scheduling - Distribute team bookings evenly