Connecting your CRM (Salesforce, HubSpot, Zoho)

Connecting your CRM means every qualified lead lands in the system your sales and office team already use. HAB supports Salesforce, HubSpot, and Zoho.

Connect the integration

1. Open the Integrations section.
2. Find your CRM — Salesforce, HubSpot, or Zoho — and click Connect.
3. Sign in to your CRM account and authorize HAB to add leads.
4. If asked, choose the account or workspace HAB should connect to.

Map your fields

1. Match HAB's lead fields to your CRM's fields:
   • Name to Contact Name
   • Phone to Phone
   • Service requested to a custom field, description, or deal name
   • Address to Address / Service Location
2. Optionally set which list, pipeline, or stage new leads should enter (for example, "New Leads" or "Inbound").
3. Save.

Test it

Send a test lead — run a sample conversation in Bot → Test — and confirm it appears in your CRM within a minute or two.

Tip: Decide where new leads should land in your pipeline before you map fields. Sending HAB leads straight into a clearly named "Inbound from HAB" stage makes follow-up and reporting much easier.

Note: If leads stop appearing, the connection may need to be re-authorized — tokens can expire. See Leads aren't syncing to my CRM for the full checklist.