CRM Integration
Connect Adam to HubSpot, Pipedrive, Salesforce, or any CRM via Zapier. He logs calls, meetings, notes, and lead details automatically after every conversation.
Supported CRMs
Adam integrates natively with three CRMs and supports any other CRM through Zapier or the integration hub.
| CRM | Integration Type | Features |
|---|---|---|
| HubSpot | Native | Two-way sync: contacts, deals, call logs, meeting events, notes |
| Pipedrive | Native | Two-way sync: contacts, deals, activities, call outcomes, notes |
| Salesforce | Via integration hub | Contacts, opportunities, task logging, call summaries |
| Others (via Zapier) | Zapier automation | Push call outcomes, lead data, and meeting details to any CRM Zapier supports |
What Adam Logs in Your CRM
After every call, Adam automatically pushes the following data to your connected CRM. No manual data entry required.
| Data | Details |
|---|---|
| Lead Contact Info | Name, email, phone number, company name |
| Call Outcome | Connected, Voicemail, No Answer, Not Interested, Meeting Booked |
| Meeting Details | Date, time, duration, conferencing link, attendees |
| Call Notes | AI-generated summary, key points, objections raised, next steps |
| Lead Score | Quality score (1-10) based on budget, authority, need, timing, fit |
| Call Recording | Link to recorded call (if recording is enabled) |
Setup: HubSpot
Connect HubSpot in three steps. Adam creates or updates contacts and logs activities automatically.
- 1
Go to Integrations > CRM
Open the Integrations page in your dashboard and select the CRM section.
- 2
Click Connect HubSpot
Sign in with your HubSpot account and authorize access. Adam needs read and write permissions on contacts, deals, and activities.
- 3
Map fields and enable sync
Review the default field mapping (phone, email, company, etc.). Adjust mappings if your HubSpot uses custom properties. Enable the sync to start logging.
Setup: Pipedrive & Salesforce
Pipedrive follows the same three-step flow as HubSpot: connect, authorize, and map fields. Salesforce connects via the integration hub. Go to Integrations > CRM, select Salesforce, and follow the guided setup. For other CRMs, use Zapier: create a Zap triggered by "Call Completed" in Teammates.ai, then map the output to your CRM's create/update actions.
Field Mapping and Sync Rules
Adam matches call data to CRM fields using a default mapping. You can customize this mapping in the integration settings. If a contact already exists in your CRM, Adam updates the existing record instead of creating a duplicate. Sync happens in real time: within seconds of a call ending, the data appears in your CRM.
Frequently Asked Questions
Does Adam create duplicate contacts in my CRM?▾
Can I use a CRM that is not HubSpot, Pipedrive, or Salesforce?▾
How quickly does data sync after a call?▾
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