CRM Integration

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)

5. Click Allow

6. Choose sync settings:
• Create New Contacts: On
• Update Existing Contacts: On
• Create Companies: On

7. 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

5. Click Allow

6. Choose sync settings:
• Create New Leads: On
• Update Existing Records: On
• Create Accounts: On

7. 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

• 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

• 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

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)

4. 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

4. 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