Getting Started1 min read

Connecting Your CRM

Set up your CRM integration in under a minute

Connecting Your CRM

Time needed: 1 minute

Steps

  1. Go to Integrations in your dashboard
  2. Click Connect next to your CRM
  3. Log in to your CRM when prompted
  4. Authorize Site2CRM to access your account
  5. You'll see a green "Connected" status when done

Supported CRMs

  • HubSpot - Contacts, companies, and deals
  • Salesforce - Leads, contacts, and accounts
  • Pipedrive - People, organizations, and deals
  • Zoho CRM - Leads, contacts, and accounts
  • Nutshell - People, companies, and leads

Plus, connect to 5,000+ apps through our Zapier integration.

Multiple CRMs

You can connect multiple CRMs and choose which one each form syncs to. This is useful if:

  • Different teams use different CRMs
  • You're migrating from one CRM to another
  • You want to sync leads to multiple destinations

Troubleshooting

Connection failed?

  • Make sure you're logged into the correct CRM account
  • Check that you have admin permissions in your CRM
  • Try disconnecting and reconnecting

Leads not syncing?

  • Verify the connection shows "Connected" status
  • Check that your form is set to sync to the correct CRM
  • Submit a test lead to verify the connection

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