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Set Up CRM Sync

CRM sync sends qualified Pragma leads to HubSpot, Pipedrive, or Salesforce.

Supported CRMs​

  • HubSpot
  • Pipedrive
  • Salesforce

Configure Credentials​

  1. Open Integrations.
  2. Check the CRM status cards.
  3. Configure the required secrets:
    • HubSpot: HUBSPOT_TOKEN
    • Pipedrive: PIPEDRIVE_API_TOKEN, PIPEDRIVE_COMPANY_DOMAIN
    • Salesforce: the SALESFORCE_* variables used by your deployment
  4. Save and restart if values are server environment variables.

Sync a Lead​

  1. Open Lead Inbox.
  2. Click a lead.
  3. Review context, language, and AI score.
  4. Choose CRM sync in the lead drawer.
  5. Check the CRM status on the lead afterwards.
curl -X POST https://app.mikemuellers.de/api/leads/42/sync/hubspot \
  -H "Cookie: wcb_session=<your-session-cookie>"

Troubleshooting​

  • CRM not connected: a secret is missing or invalid.
  • CRM returns 401: token expired or lacks permission.
  • Lead not found: check workspace and lead ID.
  • Duplicate CRM contact: review merge rules in the CRM.