Connecting your CRM to HappierLeads allows you to seamlessly send identified visitors directly to your sales pipeline and check for existing contacts to avoid duplicates. This guide covers how to set up and manage integrations with HubSpot, Salesforce, Pipedrive, Zoho CRM, and other popular platforms.

⚠️ Important: Connection vs. Automation

Before we dive into setup, it's crucial to understand the difference between 

 Connecting your CRM is like giving HappierLeads the keys to your CRM so it can check what's inside. Creating an automation is like telling HappierLeads to actually put things inside.

HappierLeads currently supports direct integrations with the following CRM platforms:

Supported CRM platforms

The connection process is similar across all CRM platforms. Here's the general workflow:

You'll see a list of available CRM platforms. Click the 

Depending on your CRM platform, you'll need to grant HappierLeads specific permissions:

For OAuth-Based CRMs (HubSpot, Salesforce, Pipedrive):

Zoho CRM API configuration

Step 4: Configure Field Mapping (Optional)

After connecting, you can customize how HappierLeads data maps to your CRM fields:

 If you have custom fields in your CRM for tracking lead source or engagement data, map HappierLeads fields to them to enrich your CRM records with behavioral data.

HubSpot is one of the most popular CRMs and offers a seamless integration with HappierLeads:

Example of HubSpot automation setup

Salesforce connection requires admin permissions in your Salesforce account:

Pipedrive offers a straightforward integration:

Once your CRM is connected, HappierLeads can:

 automatically send visitors to your CRM. You must create an automation separately.

Now that your CRM is connected, you can create an automation to automatically send visitors to your CRM:

For detailed instructions on creating automations, see our 

After connecting, it's a good idea to test the integration:

CRM authorization tokens can expire, especially if you change your CRM password or revoke permissions. If this happens:

 Disconnecting will immediately stop all automations that send data to that CRM. Any active automations will fail until you reconnect.

If you encounter other issues, contact our support team with details about your CRM platform and the specific error messages you're seeing.

Complete guide to connecting HubSpot, Salesforce, Pipedrive, Zoho CRM, and other CRM platforms to HappierLeads. Learn the difference between connecting and creating automations.

How to Connect Your CRM to HappierLeads

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