adaptlive

Connecting Your CRM (via Merge)

adaptlive talks to your CRM through Merge — a unified API that handles Salesforce, HubSpot, Pipedrive, Zoho, and ~30 others.

mergecrmintegrationsalesforcehubspotsync

Connecting Your CRM

adaptlive talks to your CRM through Merge — a unified API that handles Salesforce, HubSpot, Pipedrive, Zoho, and ~30 others.

Connect

  1. Settings → Integrations → Merge.
  2. Pick your CRM from the list. You'll redirect to a Merge-hosted flow to sign in to that system.
  3. Authorize the requested permissions. Merge handles the OAuth.

What syncs

  • Customers in your CRM → people and companies in adaptlive (one-way pull on connect).
  • New customers captured by adaptlive → pushed to the CRM on call completion.
  • Wrap-up summaries and call recordings → attached to the customer's CRM record.

Sync history

The Integrations page shows a sync log — every push, every pull, every failure. Field-history popovers show what changed where.

Gated

Connecting integrations requires the connectedIntegrations Clerk feature.

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