> For the complete documentation index, see [llms.txt](https://docs.praiz.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.praiz.io/integrations/connect-your-crm.md).

# Connect your CRM

How Praiz connects to your CRM, what it writes there and under which rules, whatever your CRM.

Praiz writes your agents' outputs to your CRM: a call note and, if you set it up, properties on contacts, companies and deals. The rules below apply to every CRM; each CRM then has its own connection page.

## Supported CRMs

| CRM                | Connection page                                                    |
| ------------------ | ------------------------------------------------------------------ |
| HubSpot            | [Connect HubSpot](/integrations/connect-your-crm/hubspot.md)       |
| Planhat            | [Connect Planhat](/integrations/connect-your-crm/planhat.md)       |
| Salesforce         | [Connect other CRMs](/integrations/connect-your-crm/other-crms.md) |
| Pipedrive          | [Connect other CRMs](/integrations/connect-your-crm/other-crms.md) |
| Zoho               | [Connect other CRMs](/integrations/connect-your-crm/other-crms.md) |
| Microsoft Dynamics | [Connect other CRMs](/integrations/connect-your-crm/other-crms.md) |
| Odoo               | [Connect other CRMs](/integrations/connect-your-crm/other-crms.md) |
| Close CRM          | [Connect other CRMs](/integrations/connect-your-crm/other-crms.md) |
| Freshworks CRM     | [Connect other CRMs](/integrations/connect-your-crm/other-crms.md) |
| Attio              | [Connect other CRMs](/integrations/connect-your-crm/other-crms.md) |
| Any other tool     | [Webhooks](/integrations/webhooks.md)                              |

## Before you start

* A CRM account with the rights needed for the connection: installing an application or creating an API key, depending on the CRM.
* The same email address in Praiz and in the CRM.
* Records (contacts, companies, deals) created in the CRM before the conversation. Praiz does not create records.

## Per-user connection or one for the whole workspace

Under "Settings", "Integrations" tab, the "CRM" card offers two ways of working:

* **Per user**: each member connects their own CRM account. The "CRM Connection" column of "Users & Teams" shows who is connected.
* **"CRM admin mode"**: a single connection for the whole workspace. The admin named in "Connection owner" owns that connection. Members have nothing to connect.

![Integrations tab in Settings](https://3785996597-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU54oKzNb3EyinriyUP5P%2Fuploads%2FzbduSoxUiLFblhfawnCU%2F05-settings-integrations.png?alt=media)

A user can connect only one CRM.

## How Praiz finds the right record

* Over video, Praiz finds contacts by the email address of the meeting's participants.
* Over the phone, Praiz finds contacts by the phone number of the call.
* If several contacts match, Praiz writes the data on all of them. In case of a duplicate, Praiz picks the most recently updated record.
* The note is visible on the contact and on their company.
* Praiz writes deal properties on the contact's most recently updated open deal.
* If the record is created after the conversation, Praiz does not resync that conversation.

## Writing rules

For each field sent to a CRM property, you choose in the agent what happens when the property already has a value ("When pushing to the CRM field" setting):

* **Append** (default): the new value is added at the top, dated. Previous values are kept.
* **Replace**: the new value replaces the existing value.

The details are on the [CRM sync](/automate/crm-sync.md) page.

## Automatic and manual sync

* **Automatic**: when an agent applies to a call under its automation rules (team, call type, meeting type, words in the title, duration), Praiz sends its output to the CRM.
* **Manual**: from the call page, click "Send to CRM". Praiz sends the outputs of the agents applied to that call.

To stop an agent's automatic sync, turn off its [automation rules](/ai-agents/using-an-agent.md) and use "Send to CRM" by hand.

## What you set up next

You set the content sent agent by agent, field by field, with "Push to CRM notes" and "Push field to CRM". See [CRM sync](/automate/crm-sync.md). A private agent never writes to the CRM.

## Troubleshooting

* Nothing shows up: check that the "CRM" card shows "Connected" for the user concerned, or for the "Connection owner" in "CRM admin mode".
* The record is not found: the email address or the phone number does not exactly match the CRM record.
* The record was created after the call: Praiz does not resync past conversations.
* A property stays empty: see the troubleshooting section of your CRM's page.
* To go further: [My notes don't show up in my CRM](/troubleshooting/my-notes-dont-show-up-in-my-crm.md).

## Related pages

* [CRM sync](/automate/crm-sync.md)
* [Connect HubSpot](/integrations/connect-your-crm/hubspot.md)
* [Connect Planhat](/integrations/connect-your-crm/planhat.md)
* [Connect other CRMs](/integrations/connect-your-crm/other-crms.md)
* [Webhooks](/integrations/webhooks.md)