Understanding CRM Integrations

Important: Connecting a CRM does NOT automatically send leads to it. It only shows you if a visiting company already exists in your CRM.

Two Steps for CRM Integration

Step 1: Connect Your CRM

Go to Settings > Integrations > Connect your CRM. This allows Lead Extract to check if identified visitors already exist in your database.

Step 2: Create an Automation

To actually send leads to your CRM, you must create an automation. Go to Automations > Create New > Select your CRM.

Available CRM Integrations

• HubSpot - Send leads as contacts or companies

• Pipedrive - Create deals or contacts automatically

• Zoho CRM - Add as leads or contacts

• Other CRMs via webhooks or Zapier

Manual CRM Sending

You can also manually send individual leads to your CRM by clicking the CRM icon next to any visitor in the Reveal dashboard.