Connecting Your CRM
adaptlive talks to your CRM through Merge — a unified API that handles Salesforce, HubSpot, Pipedrive, Zoho, and ~30 others.
Connect
- Settings → Integrations → Merge.
- Pick your CRM from the list. You'll redirect to a Merge-hosted flow to sign in to that system.
- 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.
