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Integrations

Bridge's integrations with your CRM

This is what Bridge syncs with each CRM.

In all of them, Bridge AI suggests stages and new opportunities, and an advisor confirms them before they reach the CRM. Contact filters, duplicate detection and manually syncing a contact work with any of them.

CRMs Bridge works with

HubSpot

Connection and contacts

  • OAuth connection, from the console or from the HubSpot App Marketplace
  • Initial import of your HubSpot contacts
  • Contacts, companies and deals synced both ways, usually within seconds
  • Contact attribute mapping, with visible and editable fields
  • Detection of contacts merged in HubSpot and merging duplicates in HubSpot from Bridge

From Bridge to the CRM

  • Calls (created and updated)
  • Full tasks: creation, status, fields, owner, deletion and reminders
  • Meetings
  • Emails
  • Bridge AI daily summary as a note or communication
  • You choose whether each activity is associated with the contact or the deal

From the CRM to Bridge

  • Calls logged in HubSpot appear in the conversation
  • HubSpot tasks arrive as Bridge tasks, with their status

Deals

  • Deals per contact, pipelines, attributes and editing from the console
  • Release of conversations when a deal changes stage (Closed Won or Closed Lost by default)
  • Leads: setup and release by stage
  • HubSpot call details in Bridge
  • LeadScout results (status, qualification, sentiment and context) as contact and deal properties

Requirements

A HubSpot portal of any tier (Free, Starter, Professional or Enterprise) and a Super Admin user or one with OAuth authorization rights; HubSpot licences are not included in Bridge.

HubSpot integration guides

Zoho

Connection and contacts

  • OAuth connection
  • Initial import of your contacts
  • Contacts synced both ways
  • Contact attribute mapping

From Bridge to the CRM

  • Calls (created and updated)
  • Full tasks: creation, status, fields, owner, deletion and reminders
  • Meetings
  • Emails
  • Bridge AI daily summary as a note
  • You choose whether each activity is associated with the contact or the deal

Deals

  • Deals per contact, pipelines, attributes and editing from the console
  • Release of conversations when a deal changes stage

Microsoft Dynamics 365

Connection and contacts

  • OAuth connection with selection of the Dynamics environment
  • Initial import of your contacts
  • Contacts synced both ways
  • Contact attribute mapping

From Bridge to the CRM

  • Calls
  • Tasks (creation and status)
  • Meetings
  • Emails
  • You choose whether each activity is associated with the contact or the opportunity

From the CRM to Bridge

  • Calls logged in Dynamics appear in the conversation
  • Dynamics tasks arrive as Bridge tasks, with their status

Deals

  • Opportunities per contact, pipelines, attributes and editing from the console
  • Release of conversations when an opportunity changes stage

Pipedrive

Connection and contacts

  • OAuth connection
  • Initial import of your contacts
  • Contacts synced both ways
  • Contact attribute mapping
  • Detection of persons merged in Pipedrive and merging duplicates in Pipedrive from Bridge

From Bridge to the CRM

  • Calls (created and updated)
  • Tasks: creation, status, fields and owner
  • Meetings
  • Emails
  • Bridge AI daily summary, one note per person
  • You choose whether each activity is associated with the person or the deal

Deals

  • Deals per contact, pipelines, attributes and editing from the console

Attio

Connection and contacts

  • API key connection
  • Initial import of your contacts
  • Contacts synced both ways
  • Contact attribute mapping
  • Conflict warning when creating a contact in the console

From Bridge to the CRM

  • Tasks (creation and status)
  • Bridge AI daily summary as a note, on the contact

Calls are logged in the CRM when each call session ends. Meetings and emails are logged when they are created.

Other systems

For other systems, Bridge offers an Integrations API and webhooks.

Integrations API and webhooks

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